SACO - Jobs

Our client is an independent, successful banking group providing traditional private
wealth management solutions as well as tailor-made client focused solutions. The
range of services includes wealth planning, family office services, estate planning,
structuring and management of domestic and global assets to a highly sophisticated
clientele from around the world. The vision of wealth management is based on the
values of open architecture, independence and transparency.
In order to support the business in their further growth we are seeking an initiative
Wealth Advisory / Trust Compliance Officer 50-60%
Being part of a highly professional team, the compliance officer will provide compliance
advice and guidance on fiduciary activities to achieve compliance with legal/regulatory
requirements applicable to the wealth advisory and trust related activities. He or she will
translate regulatory related requirements and changes into adequate directives and
analyse their impact on the wealth advisory/trust activities.
Responsibilities:
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Maintain a strong working knowledge of laws, regulations and agency guidance
applicable to the wealth advisory and trust activities
Monitor and anticipate regulatory developments, in order to assess any impact to
wealth advisory and trust activities
Review and provide compliance risk assessments in connection to new or existing
structures
Review of marketing and advertising material related to the business
Identitification of compliance risks, preparation of compliance and compliance risk
reports and measurements to the Audit and Executive Committee
Corporate governance tasks for different legal entities of the group
Provide training to the employees regarding compliance matters
Requirements:
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Strong educational background, ideally legal degree, possibly with a postgraduate
education in trust (TEP, STEP)
Relevant experience working as a compliance officer in a similar function
(fiduciary/trust services or related areas)
Solid knowledge of fiduciary laws, AML / CDB 16
Excellent analytical skills, ability to deal with complex issues
Fluent in English and preferable in German as well, any additional language is an
asset
Hands-on and flexible teamplayer
Solution and result orientated, problem solver with a service-oriented attitude
We can offer you a challenging opportunity in a stimulating, inspiring and multicultural
environment. We look forward to receiving your application. Eva Köchli, Killer Köchli &
Partner - Financial Services Recruitment, Freigutstrasse 4, 8002 Zürich.
Email: [email protected]
Telephone: ++41 44 208 10 00

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