Senior Client Advisor, Trust and Fiduciary Services

Posted on 27 May 24 by Tanya Jeannet

  • Zurich
  • £ - £

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Job Description

The Senior Client Advisor, Trust and Fiduciary Services operates as a member of our international trust and fiduciary team, providing strategic oversight and expert guidance in the management of high-net-worth client portfolios from our client's Zurich office.

This role demands a sophisticated
understanding of trust and fiduciary services, as well as the ability to navigate and manage complex legal and financial structures across various jurisdictions.

Core Responsibilities:

1. Primary point contact: Act as the strategic advisor and primary point of contact for high net-worth individuals, families, and institutional clients, offering bespoke solutions tailored
to their complex financial needs.
2. Client and Partner Relationship Management: Develop and maintain strong relationships with clients and partners globally through regular interactions and proactive service.
3. Complex Case Management: Handle the setup, management, and oversight of legal and financial structures, including discretionary trusts, estates, and holding companies, ensuring
compliance with local and international regulations.
4. Meeting Execution and Strategic Planning: Lead and execute high-profile meetings with clients, ensuring appropriate preparation and the implementation of discussed strategies
through relevant follow up activities..
5. Operational and Financial Oversight: Oversee significant banking and financial transactions, ensuring accuracy, compliance, and efficiency in all financial dealings
including investment management and estate planning.
6. Revenue and Fee Management: Ensure accurate tracking, recording, and invoicing of fees related to advisory and administrative services, optimizing revenue streams.
7. Regulatory Compliance and Due Diligence: Lead compliance initiatives, conducting thorough due diligence to meet regulatory demands and uphold the integrity of client
8. Governance and Corporate Leadership: Hold positions on boards of the trustee-licensed companies as well as on boards within client entities, providing governance and strategic
9. Knowledge Sharing and Expertise Development: Actively participate in, and contribute to the Trust Competence Center by providing, and further developing best practices to
enhance service delivery.
10. Team leadership: Provide (expert) leadership and coaching to a team of Trust Managers and/or Trust Officers involved in the management and administration of the client's

Additional Professional Requirements:
  • Demonstrated ability in strategic planning and execution, with a focus on delivering tailored trust solutions.
  • Advanced Certifications: Advanced certifications in financial planning, estate planning, or related fields are highly desirable.
  • Proven track record of effectively managing cross-border financial and legal issues, with sensitivity to cultural nuances.
  • Language skills: German mother tongue and very good command of English or vice versa.
  • Additional languages such as Spanish or Portuguese a plus
Personal Attributes:
  • Leadership: Exhibit strong leadership qualities, with the ability to inspire trust and confidence in both clients and colleagues.
  • Resilience and Adaptability: Thrive in a dynamic and changing environment, showing resilience and adaptability in the face of challenges.
  • Ethical Judgement: Maintain the highest standards of ethical conduct, ensuring transparency and fairness in all dealings

Job Information

Rate / Salary

£ - £




Trust Industry

Skills / Experience

Not Specified


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