Loading

20 ähnliche Stelle(n) gefunden

Loading

Business Unit Manager Private Wealth Services

bewerten
Bewertung abgegeben

The Private Wealth Services Business Unit is a specialist team of relationship managers which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private wealth clients covering a variety of foundations, trust and offshore structures. This role requires excellent attention to detail and someone who is a technical expert with foundations, trusts and offshore structures.

Business Unit Manager Private Wealth Services

Your Opportunity
As a Business Unit Manager Private Wealth Services (BUM PWS) you will manage under supervision of the Business Unit Director (BUD) the Private Wealth Services Business Unit (PWS BU) in our Geneva office.

Intertrust is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has more than 3,500 employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. Intertrust delivers high-quality, tailored fund, corporate, capital market and private wealth services to its clients, with a view to building long-term relationships. The Company works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.

Your Responsibilities
The PWS Business Unit is a specialist team of relationship managers which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private wealth clients covering a variety of foundations, trust and offshore structures. This role requires excellent attention to detail and someone who is a technical expert with foundations, trusts and offshore structures.

Responsibilities include but are not limited to:

Management

  • The BUM PWS manages the planning and activities of the PWS BU.
  • He/she defines specific objectives and scope of work to be done and ensures that the services delivered to the clients are in accordance with Intertrust standards.
  • The BUM PWS monitors and reviews the administration of the Foundations, Trusts and offshore client entities.
  • The BUM PWS ensures pro-active participation in the cash collection of the outstanding invoices by the PWS team in accordance with the “Accounts Payable Management” process and procedure.
  • The BUM PWS participates in the annual appraisal, promotions, goal settings and development process of the Legal & Corporate sub-team.
  • The BUM PWS is actively involved in the PWS BU team members’ training and coaching.

Technical Expertise

  • The BUM PWS collaborates with his/her team to manage a portfolio of private wealth clients, covering a variety of trust, foundations and offshore structures.
  • The BUM PWS acts as a technical expert on client structures, including any regulatory requirements that are applicable.
  • The BUM PWS ensures the proper set-up of new trusts, foundations or offshore client companies or as the case may be the transfer in of trust, foundations or offshore client companies from another service provider in accordance with our processes and procedures.
  • The BUM PWS ensures the proper opening of the bank accounts of the client company in accordance with our processes and procedures.
  • The BUM PWS reviews and signs-off the drafting and/or review of foundation and/ trust administration documents in accordance with our procedure and policy (as the case may be).
  • The BUM PWS supports the PWS team with answering complex legal & trust matters and queries.
  • The BUM PWS ensures the proper maintenance of the master files (completeness, accuracy, updating etc.) of the PWS BU in accordance with our processes and procedures.

Compliance

  • The BUM PWS ensures timely acceptance of clients in accordance with the “Client Acceptance” process and procedure.
  • The BUM PWS ensures timely periodic review of clients in accordance with Intertrust process and procedure.
  • The BUM PWS actively participates in risk management and compliance.
  • The BUM PWS ensures active transaction monitoring of the companies in the BU in accordance with the “Transaction Monitoring” process and procedure.

Relationship Management

  • The BUM PWS ensures the PWS team follows the 24 hour response policy (internally and externally).
  • The BUM PWS ensures appropriate organization and welcoming of clients during client meetings.
  • The BUM PWS ensures timely organization and preparation of client meetings (leadership, location, agenda, meeting pack, minutes…).
  • The BUM PWS monitors and ensures clear, efficient and professional communication between team members and third parties.
  • The BUM PWS takes ownership in maintaining the relationship with existing clients and intermediaries. This should result in longstanding and profitable relationships with clients and intermediaries and limit client outflow.

Business Development

  • The BUM PWS together with the BUD and the sales members of the BU prepares and ensures execution of the Commercial Business Plan and Annual BU Budgets (where applicable), including establishing his/her own new sources of business.
  • The BUM PWS attends meetings of prospects and intermediaries in order to present Intertrust and its services. He/she participates in business trips for visiting existing clients, intermediaries and new potential clients (as the case may be).

Your Profile
We are looking for individuals who:

  • Obtained University or professional studies in Trust Administration or an equivalent level gained through relevant professional experience and continuous professional learning. STEP membership required
  • Gained a minimum of 9 years relevant experience in a Trust Administration environment
  • Have solid expertise of foundations, trusts and offshore structures
  • Have a broad understanding of the wide range of Fiduciary products offered by Intertrust
  • Are committed and driven to achieving excellence for themselves and their client. Are fluent in English, both verbally and in writing. French is a plus. Any other languages are an advantage.

Call to action
If this position and our diverse company culture appeal to you, please apply directly via the ‘apply now’ button, providing us with your CV and cover letter in English.

Adresse

Intertrust Services Schweiz AG
Ms Carolin Razen
HR Business Partner

Website https://www.intertrustgroup.com/

Bewertung hinzufügen

Geben Sie hier Ihre Bewertung für die Firma Intertrust Services Schweiz AG ab!

Bewertung abgegeben