Senior Trust Lawyer/Head of Operations

Senior Trust Lawyer/Head of Operations

Amicorp

Zurich, Switzerland

The role holder is responsible for all legal regulatory and trust matters related to a portfolio of clients and guide and assist the Swiss Trust team in providing trustee and corporate administration services to a portfolio of clients including trusts and affiliated companies, and ensure that the affairs of clients are managed in accordance with the Swiss Trustee requirements and the standard of clients services set by Amicorp Group.

Main Responsibilities:

  • Draft and co-ordinate the drafting of all necessary legal documents required for managing day to day matters of Trusts and Corporate entities (e.g. letters, trustee resolutions, deeds of amendments, etc.) and be responsible for managing the relationship, legal and administrative matters of a portfolio of trusts and companies in accordance with applicable legislation, and Amicorp’s manual and internal procedures.
  • Conducting regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries and legal counsel, and processing request and servicing the client in a responsible professional and efficient manner.
  • Responsible for all legal, regulatory and trust matters for portfolio under management. (i.e. Review trust related documents and ensure that subsequent to the establishment of a trust, all required documents and agreements are prepared and proper physical and electronic files are completed).
  • Manage client relationships, operational risk, service level agreements and coordination of client deliverables. Achieve financial chargeability targets, ensure effective monitoring of transactions, keeping the client account up to date, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
  • Develops, maintains and expands contact with clients and the intermediaries working for target clients, especially high net worth individuals/ families; and ensure that all stakeholders are serviced well.
  • Provide pragmatic solutions keeping in mind the Group business goals, be proactive and provide legal analysis for implementing Trusts and Commercial structures e.g. problem solver in transfer in, problems with beneficiaries, weak deeds, special requests, international tax matters.
  • Legal research and analysis for structuring different variations of the Trusts and Commercial entities currently offered by the office. Obtain all necessary reviews and opinions in order to obtain feasibility and legality.
  • Assist with the adherence to and ongoing analysis of Amicorp’s 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency; Familiar with international requirements - e.g. FATCA, CRS, etc. that affect trusts with Swiss Trustees and the use of trusts by clients in target markets.
  • Anticipate & manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client.
  • Obtain training on non-Swiss Amicorp products and analyze all legal matters required for selling such products in Switzerland.
  • Promote Amicorp in specialized roundtables and prepare articles for publishing in internal and external publications .
  • Work closely with the Local Management Team, Client Acceptance Committee (“CAC”) and Compliance to find commercial solutions to onboarding and on-going client administration/service as appointed member of the CAC.

Other Duties:

  • Undertake the role of Director of the Swiss Trustee Company.
  • Act as Trustee/Manager/Corporate Director/Personal Director/Company Secretary, MLRO and Compliance Officer of client entities, and as well as internal entities, where necessary and required by the Management.
  • Undertake such duties, related to position as may from time to time be assigned by the Management.

Qualifications, skills, and experience

  • Relevant degree or masters (Law degree), and other relevant professional Trust related qualifications. A degree in Trust law from a relevant jurisdiction and relevant STEP qualification combined with at least 8+ years working in Switzerland with Swiss Trustees required. Swiss Lawyer focused on Private law, who has hands-on working experience with Anglo-Saxon Trust law shall be considered.
  • Possess solid and in-depth understanding of Trust law and applications of the same from different Trust jurisdictions; a good understanding of corporate structures and entities desirable; solid understanding of local and international tax and regulations including exposure to CRS, FATCA, BEPS, GAAR.
  • Over 10 years’ previous experience of working in the Trust business with experience working in the Swiss regulatory environment. Experience in a fiduciary/ Trust business preferred.
  • Excellent client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
  • Takes initiative and solution driven. Strong analytical & problem solving skills. Independent, hands-on and takes accountability to deliver solutions and results.
  • Ability to adapt and work in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills.
  • High standards in terms of deliverables and delivering quality output on time; strong organizational and prioritization skills with ability to multi-task in a time-critical environment.

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© EuroJobsites 2019

EuroJobsites is a UK registered company number: 4694396 VAT number: GB 880 9055 04

Registered address: EuroJobsites Ltd, Unit 8, Kingsmill Business Park, Kingston Upon Thames, London, KT1 3GZ, United Kingdom

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