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Trust Manager

évaluer
Avis soumis
14/03/2024 100% Contrat fixe
Travailler chez Reliance Trust Company SA
Reliance Trust Company SA

Reliance was founded on the belief that an independent, professional and client oriented company is best placed to serve a demanding international clientele. Reliance 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. As trustee Reliance is licensed by FINMA and monitored by a supervisory organisation (SO-FIT). 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 full time Trust Manager.

Trust Manager

Responsibilities:

  • 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 and applies an equal salary policy.


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).

Contact

Annemarie de Wit Krul

022 817 03 30

Write an email


À propos de l'entreprise

1205 Genève / Genève / Geneva