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Home  | CAPITAL TRUSTEES AG  | Senior Trust Officer
  • Lugano

  • 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

    Application form

    Apply for the job by filling the job application form with your details

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    Jobs at CAPITAL TRUSTEES AG

    • Zürich

    • Lugano

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