Trust Manager

Reliance Trust was founded on the belief that an independent, professional and client oriented company is best placed to serve a demanding international clientele. Reliance Trust is a family owned company, which has a personal and long-term commitment to provide the security that its clients count on. The company provides Trustee, Fiduciary and Philanthropic Services and has office in Geneva, Zug / Zurich and Luxembourg. The company is a member of the Swiss Association of Trust Companies (SATC). Due to ongoing growth of the company, for our office in the heart of Geneva, we are looking for a:

Job description:

• Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
• Manage team billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimize write-offs
• Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures
• Awareness and adherence to contractual and statutory obligations under the group's policies, procedures and guidelines, including the group's core values and expected behaviours, acting as a guide in this respect to members of the team
• Attendance at, and preparation and review reports, for management and meetings ? Review client accounts where relevant
• Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met
• Review legal and tax advice where appropriate and be able to interpret/implement relevant advice as required
• Ensure a prompt and professional service is provided to clients and intermediaries
• Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with
• Through effective administration ensure existing clients are retained
• Management and training of members of the team, conducting appraisals and performance management reviews
• Check, delegate and monitor work of team members
• Promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities
• Ensure team members maintain accurate and up-to-date records of their respective clients on the systems
• Deputise in the absence of other senior members of the team/department
• Adhere to Risk & Associate compliance procedures in relation to regulatory requirements and AML legislation
• Adhere to CPD requirements in accordance with qualification level and in-house procedures
• Any other duties as deemed necessary by Management

Profile:

• A minimum of 10 years relevant experience in the trust administration
• STEP qualified
• UK legal / tax expertise would be preferred
• Experience and ability to manage a team of Trust Officers
• Good knowledge of trust and corporate structures and a clear understanding of fiduciary responsibilities
• Excellent organisation and prioritisation skills
• Strong client relationship skills
• Ability to contribute to improve the existing work directives and procedures
• Strong focus on compliance and regulatory matters, including but not limited to FATCA and CRS
• A team player with a positive working attitude and ‘hands-on’ mentality
• Good English language skills are essential (both oral and written)
• Viewpoint knowledge would be an advantage

Reliance strives to offer a healthy work-life balance, growth opportunities and job security. Reliance is an equal opportunity employer.
For more information, or to submit a C.V. with covering letter, please write to Annemarie de Wit, Reliance Trust Company SA, 19 rue de Candolle, 1205 Geneva, email (Write an email).