Posted by Ambrina Hamid Founder / CEO / Headhunter - Banking & FS

We have been exclusively mandated to recruit for a Senior Trust / Family Officer for an International Bank based in Zurich. The role will be based in Zurich HQ, working closely with the family members of the bank as a trusted Senior Advisor and supporting them through all topics related to the family office, investments, regulatory topics and trust related activities.

Role & Responsibilities:

• Work closely with the Board of Directors, General Management and other senior colleagues to develop strategic plans and see through to implementation.
• Review reports/analysis and make recommendations for related Trust initiatives.
• Structure, manage and administer all related Trust and Family Office activities, as required.
• Plan, organise and control the day-to-day administration and compliance activities, within area of responsibility.
• Maintain proficient knowledge of all Trust rules and regulations.
• Advise the Board of Directors, General Management and other applicable senior colleagues pertaining to emerging Trust issues.
• Consult and guide in the establishment of controls to mitigate risks.
• Oversee actions of independent third party and regulatory audits.
• Preparation for such audits i.e. coordinate responses to external auditors and regulatory examiners. Ensure deficiencies identified from such audits and examinations are corrected etc.
• Make recommendations and provide support in the Family Office, strategic, and business matters, as required.
• Review and advise on new business in related to Trust related activities. Manage non-legal reviews of Trust documents for new business acceptance.
• Lead and support in projects i.e. definition, set-up and see through to completion. Ensure projects are delivered within scope, on time and within budget. Prepare and issue reports for management, audit and regulators, as required.
• Manage banking regulations knowledge for complying with Trust related activities.
• Ensure compliance with all applicable reporting and record keeping requirements.
• Responsible for all applicable regulatory reporting globally.
• Any other reasonable activities applicable to the role and seniority of the post holder, as required.

Key Skills:

• Degree qualified or equivalent
• STEP, Trust and Estate Practitioner
• Sound knowledge of Regulatory, Tax and Accounting topics
• 8 years + ideally in a similar role
• English & German fluent
• Strong communication skills coupled with diplomacy to deal with the demands of a Family Office and its members.

Job ID ST-692-ZH

ABOUT COMPANY Phoenix Search & Consulting Zurich, Switzerland 3 Employees HR & Recruitment

Phoenix Search & Consulting is a boutique Executive Search firm focused on the Financial Services Market. Our aim is to provide a stress free and eff...