CAPITAL TRUSTEES AG logo
Posted 3mo agoLugano, Switzerland

Senior Trust Officer

SeniorOn-site (Lugano)~€9,500 – €11,900 / mo
Required Skills
Lead GenerationCustomer SupportRevenue GrowthProduct Marketing
Job Description

CAPITAL TRUSTEES AG – Regulated Trustee Company/Finma Licensed

Tasks

  • Increase the Company’s market visibility and recognition of its international trust business within the global wealth management community across LATAM with special focus on Brasil.
  • Development of professional relationship with third parties (lawyers, bankers, chartered accountants, tax advisors and so on) active in financial markets of LATAM and in particular Brasil.
  • Support the team in managing wealth planning of existing client in Brasil and LATAM.

Requirements

  • Qualified lawyer in Brasil
  • Business experience of at least three 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 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.
  • Familiar with wealth planning and inheritance consultancy for sportsman.
  • Fluent in English, Italian, Portuguese and Spanish, both written and spoken
  • Knowledge of a fifth language is a plus
  • Having authored peer-reviewed publications is a plus
  • TEP qualification is a plus
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