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Lotus Partners

Senior Trust Officer

  • Lausanne, Waadt, Schweiz

About the role

For one of our clients, an Independent Trust Company based in Lausanne, we are looking for a

SENIOR TRUST OFFICER (80-100%)

Job description

As Senior Trust Officer, you will manage a complex portfolio of international trusts and companies, and act as a key contact for clients and intermediaries. Working within a small and collaborative team, this role requires autonomy, strong ownership and a hands-on approach.

Your responsibilities will include:

  • Independently administer a portfolio of complex trust and corporate structures
  • Act as the main relationship manager for clients and professional intermediaries
  • Oversee governance matters relating to trusts and companies
  • Review and analyse legal, contractual and transactional documentation
  • Participate in the onboarding of complex structures
  • Conduct AML/KYC risk assessments and periodic file reviews
  • Liaise with banks, tax advisers and legal counsel
  • Contribute to the improvement of internal processes, controls and best practices
  • Take an active role in daily operational matters

Required profile

  • 5–8 years of experience within a trust company (Swiss experience strongly preferred)
  • Strong technical expertise in trust and corporate structures
  • Experience handling complex and high-value clients
  • Good knowledge of FATCA and CRS
  • Ability to work independently and take ownership
  • Positive, pragmatic and team-oriented mindset suited to a small structure
  • Fluent in French (mandatory) and English
  • STEP qualification completed or in progress

All files will be treated with the utmost confidentiality.

These excerpts come from the advert text held by Panta. They may differ from the employer’s latest posting. Missing or unclear evidence does not mean a requirement is optional. Confirm the full requirements with the employer.

English: required
• Fluent in French (mandatory) and English
French: required
• Fluent in French (mandatory) and English

Workload: unclear from the available text

Automatic text checks can miss context.