Serenity Trustee SA is part of a management owned Swiss headquartered group providing multi-family office services specialised in private and commercial structuring. As a medium-sized “boutique” provider, we emphasize on personal relations built upon longevity and trust.

As part of our expansion, we are looking for a Trust Manager .

Job description

• Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.
• Providing exceptional client service, building and maintaining trust with clients, showing an understanding of their needs
• Collaborate with parties such as financial advisors, lawyers, tax advisers, bankers, accountants to provide excellent administration services.
• Monitor regularly client structures review, perform regular checks to ensure alignment with client goals and risk tolerance
• Develop and implement strategies for trust accounts, considering tax implications and investment goals
• Educate clients on trust services and assist on estate planning and wealth management
• Maintain up-to-date knowledge of trust and estate planning trends, tax laws and regulatory changes
• Work with Compliance team to ensure adherence to AML & FinIA duties
• Mentoring a trust officer in the team

Profile required

• Bachelor’s degree in Finance, Law, Business Administration
• TEP
• 5-10 years of Trust Administration experience
• Fluent in English and French, both written and verbal. Any additional language is a plus
• Excellent communication, interpersonal and client service skills
• Exceptional organization skills with a fine attention to detail
• Team player with the humility to guide and to learn.
• A firm knowledge of AML/regulatory framework, FATCA/CRS principles
• A general understanding of international tax law and more specifically UK
• Extensive experience and ease in the use of IT packages including Microsoft office
• Proven problem solving skills

The company has an entrepreneurial spirit and offers a challenging opportunity and interesting compensations. If you enjoy working in an international environment, being a real member of a dynamic team, please contact Write an email or Write an email