Beschreibung

A highly respected, independent fiduciary services firm X OfficerA highly respected, independent fiduciary services firm X is offering a rare opportunity to join a close-knit, low-turnover office. This trust company is renowned for discretion, integrity, and exceptional client service across trusts, wealth structuring, philanthropy, and family office services. The team X carefully portfolio of ultra-high-net-worth families, delivering bespoke trust and solutions across multiple structures. This is not a high-volume - instead, it s a thoughtful, environment where quality takes precedence. The office prides itself on a culture and structured mentoring, ensuring team X supported while taking full ownership of their complex client portfolios.Finders are acting as sole head-hunter on this OfficerJoining a busy, well-established small office, this role is ideal for an experienced Trust Officer looking to manage a low-volume X from X . You will oversee complex, multi-entity structures for a small number of principal families, taking full responsibility for both trust and client from A-Z. While the number of entities will vary depending on experience, the role is not driven by volume. Structures can be broad, but are managed as single family the work remains manageable while allowing you to develop a deep understanding of your clients and take real ownership of your book. With direct and easy access to Senior Management, you will with autonomy X supportive framework, working alongside a Senior Trust Officer. Our Client offers strong internal training, opportunities for further and valuable exposure to investment including in portfolio reviews ”experience not typically available in larger The caseload offers a high level of complexity and responsibility, providing an excellent to refine your expertise, with clear scope to grow within the firm X .Key responsibilities include, but are not limited to:- Full of complex trust and structures- of trustee and board resolutions, minutes, deeds of appointment, and powers of Managing client with a long-term X - Working with professional advisors on planning, wealth and succession Liaising with investment advisors and banking partners regarding client structures- Oversight of financial of annual and investment views- Active in risk management, including KYC/AML compliance- Monitoring fees, invoicing, and receivables- Maintaining records and document filing- Bachelor s in Law, Finance, Business or field- 5 years+ experience in trusts and wealth structuring, trust company, bank, law firm, X institution- STEP qualified (or working towards)- Confirmed experience with complex, multi-entity client structures- A technically strong, team X is grounded and personable- You thrive in a culture prioritises long-term X ; French or Spanish advantageous but not required- Swiss residency preferred, although cross-border workers will be considered jidee37ab6aen jit0415aen jpiy26aen