Senior Trust Officer / Director (80%/100%)

SIDENIA LTD and its subsidiary SIDENIA TRUSTEES LTD (licensed by FINMA) are Zurich based companies that provide personalized family trust services for selected high-net-worth individuals and families. 
We are dedicated and focused on our core skills: trustee services, trust and company management and family advisory services. We manage complex structures and take care of our longstanding client relationships.

Along with your experience and enthusiasm, your in-depth knowledge of trusts will complement our dynamic and passionate team. We share the same values: joy, lightness, sense of togetherness, integrity, trust, vision and freedom. Together, we will create long-term meaningful value and support for international families over generations by assisting them with wealth retention and personal matters.

Do you have a curious personality, are dedicated and do you love what you do? Then we have the perfect opportunity for your career path:

Senior Trust Officer / Director (80%/100%)

About the role 
Responsibility for the day-to-day management and administration of client mandates and maintenance of professional relationships with clients together with the partners.

Main tasks/responsibilities

  • Manage and administer complex structures (such as trusts, investment companies, foundations, private trust companies, etc.) on a daily basis with the support of internal and external experts;
  • Establish and expand the relationship with clients and their professional partners (lawyer, advisors, bankers, etc.);
  • Support our partners in acquisition projects, and ensure that processes and guidelines with all regulatory requirements are fulfilled;
  • Perform client structure reviews, ensure adherence to all internal processes and guidelines and maintain a proper data base (incl. completion of transaction monitoring tasks, investment reviews, invoicing, etc.);
  • Analyse and manage potential commercial and fiduciary risks by using technical knowledge and exercising sound judgement.

You are:

  • a team player with high social competences and trained open communication, both verbally and in writing;
  • reliable, humours, open-minded and flexible;
  • able to take ownership and full personal accountability for results of high standard and high quality;
  • seeking innovative and holistic approaches to solve problems.

Professional experience, education and languages:

  • Swiss Higher Education or University educated (law, accounting, economics or similar);
  • STEP qualification would be ideal;
  • Minimum 5+ years of experience in advising, managing and administering complex international client mandates with regard to succession and recognized tax planning as well as structuring global assets;
  • Good IT skills and very good knowledge of a trust administration tool (NavOne, ViewPoint, etc.);
  • Excellent written and spoken English and German. Other languages would be a plus.

How to apply
If you are ready for a new challenge and would like to be part of a young team of motivated professionals, please email your application including CV to:

Dufourstrasse 42
8008 Zurich