Trust Officer / Mandate Manager 100% (f, m, d)
KENDRIS AG
Zürich
Key information
- Publication date:15 April 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Zürich
Job summary
KENDRIS is an international consulting firm for wealthy individuals and businesses. Join a dynamic team in Zurich with attractive benefits.
Tasks
- Manage activities for international finance and real estate companies.
- Provide support and advice to international clients in English.
- Ensure compliance with business and legal regulations effectively.
Skills
- Federally recognized trust qualification or comparable education required.
- Strong teamwork and service-oriented mindset essential.
- Excellent German and English language skills are a must.
Is this helpful?
KENDRIS is an international consulting and fiduciary company for wealthy individuals, family offices, companies, and institutional clients. In our multicultural company, we employ over 200 qualified professionals from 30 different nationalities.
Our headquarters in Zurich is located in District 4 at the lively Langestrasse corner of Badenerstrasse. The tram stop Bezirksgebäude is just a few steps away.
Trust Officer / Mandate Manager 100% (f, m, d)
To strengthen our Private Client Team in Zurich, we are looking for a Trust Officer / Mandate Manager, exclusively in a 100% position, starting immediately or by arrangement.
You can expect a varied job, far from repetitive tasks. Sounds interesting? Then we look forward to your application.
Your Responsibilities
- Independent management activities for international finance, holding, and real estate companies, trusts, and foundations
- Support and advice for international clients as well as verbal and written communication (mostly in English) with mandate-related contacts
- Handling administrative tasks and ensuring compliance with business and legal guidelines (AML, CRS, FATCA)
- Electronic recording, monitoring, and management of client data through our electronic document management system (ViewPoint)
- Participation in internal or client-related project work
What You Bring
- Federal certificate in fiduciary services, business studies, or comparable education
- Complete STEP training (TEP qualification)
- At least 5 years of professional experience in the trust sector or fiduciary services for HNWIs (high-net-worth individuals)
- Entrepreneurial thinking, service-oriented, team-oriented, and resilient professional
- Reliability, high quality awareness, and very good task management are required
- Fluent German and very good English skills in spoken and written form are a must-have
What We Offer You
- Diverse and challenging field of activity that offers both professional and personal development opportunities
- A professional and digitized working environment where friendly interaction and uncomplicated collaboration are at the forefront
- Annual working time model and at least 5 weeks of vacation
- Above-average social benefits, such as a 2/3 employer contribution to the pension fund
Direct applications are preferred
Questions? Please contact:
Anita Pasuljanovic
HR Business Partner
+41 (0)58 450 58 51 54
Anita Pasuljanovic
HR Business Partner
+41 (0)58 450 58 51 54
