Job Description
Trust Officer Zürich
Trust, Wealth Management, professional Portuguese speaker, Zürich Switzerland
Wealth structuring
The International Wealth Management team helps prospective relationships to fulfill their
asset distribution, enhancement, and protection needs and objectives in this regard,
structures legal and compliant solutions involving asset-holding vehicles such as Private
Trusts, Foundations, Insurance, Private Funds, and Private Investment Companies. The
role is also expected to facilitate the integration of legal and governance oversight that
takes into account decision making, family values, dispute resolution, and the allocation
and management of assets.
Key responsibilities:
Trust, Wealth Management, professional Portuguese speaker, Zürich Switzerland
Wealth structuring
The International Wealth Management team helps prospective relationships to fulfill their
asset distribution, enhancement, and protection needs and objectives in this regard,
structures legal and compliant solutions involving asset-holding vehicles such as Private
Trusts, Foundations, Insurance, Private Funds, and Private Investment Companies. The
role is also expected to facilitate the integration of legal and governance oversight that
takes into account decision making, family values, dispute resolution, and the allocation
and management of assets.
Key responsibilities:
- Client servicing including: assisting with Incorporation of ...