Senior Trust Officer
HR Partners sàrl
Rue de la Gare 1 CH-1260 Nyon, Switzerland
vor 1 Tg.

YOUR RESPONSIBILITIES

  • Responsible for the administration of a clients' portfolio and conducting regular meetings with clients;
  • Maintain a portfolio of important revenue generating client relationships within a defined market segment based upon objective and sound personal financial planning and financial advisory concepts;
  • Ensuring all transactions are properly authorised and recorded with due regard to risk, AML and internal policies and procedures;
  • Responsible for significant relationship management, business development, presentation and sales skills that establish a trusted, client-
  • focused and financial advisor relationship;
  • Assist in increasing the profitability of the company by identifying opportunities to extend the company services and to use the intermediary network offering to implement solutions for clients where appropriate.
  • YOUR PROFILE

  • Minimum of 7-8 years relevant experience, ideally with an experience in the UK desk;
  • University degree and ideally STEP qualified;
  • Strong technical knowledge of all aspects of trust and company administration;
  • Strong analytical and problem solving skills and ability to prioritise workload;
  • Self motivated with excellent communication skills with both staff and external intermediaries;
  • Excellent oral and written communication skills in English.
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