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Trust Officer

Genève, Geneva

Festanstellung

Bank- & Finanzdienstleistungen


We are seeking for one of our client, a reputational trust based in Geneva, a Trust Officer.


Responsabilities :



  • Ensure effective management and administration of a portfolio of trusts.
  • Establish and strengthen relationships with beneficiaries and advisers to gain a thorough understanding of the trust's objectives and meet the beneficiaries' needs.
  • Proactively organize meetings with principals and beneficiaries to discuss issues, referring complex matters to management while ensuring compliance with trust and bank policies.
  • Assist in the creation and maintenance of statutory records, including minutes of directors' and shareholders' meetings, as well as trustee resolutions.


Profile



  • A minimum of five years of relevant experience in trust is a prerequisite.
  • You will be degree educated and hold either the STEP Certificate or be studying for a STEP Diploma.
  • Proficiency in English is required, along with mastery of other languages.
  • If you are dynamic, driven by challenges, enthusiastic, and enjoy taking on responsibilities, then this is the job for you.

#LI-CB1


#boost

RefJN-122024-685810

Trust Officer

LHH

74 days ago

Festanstellung

Bank- & Finanzdienstleistungen

Genève, Geneva


We are seeking for one of our client, a reputational trust based in Geneva, a Trust Officer.


Responsabilities :



  • Ensure effective management and administration of a portfolio of trusts.
  • Establish and strengthen relationships with beneficiaries and advisers to gain a thorough understanding of the trust's objectives and meet the beneficiaries' needs.
  • Proactively organize meetings with principals and beneficiaries to discuss issues, referring complex matters to management while ensuring compliance with trust and bank policies.
  • Assist in the creation and maintenance of statutory records, including minutes of directors' and shareholders' meetings, as well as trustee resolutions.


Profile



  • A minimum of five years of relevant experience in trust is a prerequisite.
  • You will be degree educated and hold either the STEP Certificate or be studying for a STEP Diploma.
  • Proficiency in English is required, along with mastery of other languages.
  • If you are dynamic, driven by challenges, enthusiastic, and enjoy taking on responsibilities, then this is the job for you.

#LI-CB1


#boost

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