Trust Officer
TypeContract
LocationLugano
Posted2 hours ago
CAPITAL TRUSTEES AG – Regulated Trustee Company/Finma Licensed
Tasks
Increase across Emerging Eurasia the Company’s market visibility and recognition of its international trust business within the global wealth management community.
Development of professional relationship with third parties (lawyers, bankers, chartered accountants, tax advisors and so on) active in financial markets such as Kazakistan, Turkey, Armenia, Uzbekistan and Azerbaijan.
Support the team in managing wealth planning of existing client in Middle-East and Asia.
Requirements
Business experience of around five years in Trust and Wealth Planning for HNWI.
Working experience in a Trust company or Law firm specialized in private clients and or Single/Multi-family offices.
Familiar with HNWI wealth planning, in particular with arts and collectibles, real estate and shipping.
Familiar with legal aspects of private investments, real estate transactions and corporate holdings, including drafting contracts and conducting due diligence and regulatory compliance.
Holding an LL.M. degree, in line with working requirements.
Familiar with Sharia Law and its application in wealth planning.
Perfect knowledge of English, Italian and Russian, both written and spoken. A fourth language is a plus.
TEP qualification is a plus.
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Tasks
Increase across Emerging Eurasia the Company’s market visibility and recognition of its international trust business within the global wealth management community.
Development of professional relationship with third parties (lawyers, bankers, chartered accountants, tax advisors and so on) active in financial markets such as Kazakistan, Turkey, Armenia, Uzbekistan and Azerbaijan.
Support the team in managing wealth planning of existing client in Middle-East and Asia.
Requirements
Business experience of around five years in Trust and Wealth Planning for HNWI.
Working experience in a Trust company or Law firm specialized in private clients and or Single/Multi-family offices.
Familiar with HNWI wealth planning, in particular with arts and collectibles, real estate and shipping.
Familiar with legal aspects of private investments, real estate transactions and corporate holdings, including drafting contracts and conducting due diligence and regulatory compliance.
Holding an LL.M. degree, in line with working requirements.
Familiar with Sharia Law and its application in wealth planning.
Perfect knowledge of English, Italian and Russian, both written and spoken. A fourth language is a plus.
TEP qualification is a plus.
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