Become the HEART of CISA Trust
Join our team
At CISA Trust, our achievements reflect the dedication and expertise of our exceptional team. We offer an enriching experience that fosters the potential within each team member aligned with core principles of continuity, independence, integrity, and excellence, our team is the foundation of our success.
We invest in your development because your success contributes to that of our clients and company.Â
Join us at CISA Trust, where your role goes beyond leadership and innovation – it involves making a significant impact, and shaping a future of shared excellence.Â
Career Opportunities Available
Senior Business Development Executive - Geneva, Switzerland
Entry date:Â ASAP
CISA CH is actively seeking a dynamic and experienced Senior Business Development Executive to join its team in Geneva. The ideal candidate will play a pivotal role in driving the growth and expansion of our business through strategic development initiatives.
Responsibilities:
- Develop and execute business development strategies for enhanced market presence and growth.
- Cultivate client relationships, expand the client base, and analyze market dynamics for new opportunities.
- Efficiently manage the sales pipeline, providing timely reports on ongoing initiatives.
- Represent CISA Trust at industry events to strengthen business community relationships.
- Collaborate with internal teams for seamless execution of new business initiatives.
- Foster and maintain strong client relationships to identify additional opportunities.
Qualifications:
- 10+ years of business development experience in trust or related financial services.
- Proven track record in achieving revenue targets and building fruitful client relationships.
- In-depth knowledge of financial services, regulatory frameworks, and market trends.
- Exceptional verbal and written communication skills for clear articulation of complex ideas.
- Strong strategic thinking and problem-solving abilities to capitalize on business opportunities.
- Well-established professional networker in the financial services sector.
- Preferred bachelor’s or master’s degree in business, finance, or a related field.
If you are a results-oriented, strategic thinker with a passion for business development in the financial services industry, we invite you to apply for this exciting opportunity to contribute to the growth and success of CISA Trust. Please submit your resume and a cover letter outlining your relevant experience to info@cisatrust.chÂ
1 December 2023
Wealth Planner - Sioux Falls, South Dakota, USA
Entry date:Â ASAP
CISA Trust Company (South Dakota) LLC is seeking an experienced Wealth Planner to join our Sioux Falls office. The ideal candidate will have 3-5 years of experience providing tax and estate planning services using domestic and foreign trust instruments.
Responsibilities:
- Provide tax and estate planning services to domestic clients using various trust instruments such as Non-Grantor Trusts, Grantor Retained Annuity Trusts, domestic Asset Protection Trusts, and Spousal Lifetime Access Trusts.
- Advise foreign clients on the use of foreign trust arrangements.
- Collaborate with clients and their advisors to develop comprehensive wealth planning strategies.
Qualifications:
- Qualified US attorney
- 3-5 years of experience in wealth planning and trust services
- Expertise in both domestic and foreign trust instruments
- Strong analytical, organizational, and communication skills
If you are a strategic thinker with a passion for wealth planning in the financial services industry and a results-oriented mindset, we encourage you to apply for this exciting opportunity to drive growth and success at CISA Trust. Please submit your resume and a cover letter outlining your relevant experience to info@cisatrust.com or cjensen@cisatrust.com
3 June 2024
Trust Administrator - Sioux Falls, South Dakota, USA
Entry date:Â ASAP
CISA South Dakota is actively seeking a dynamic and experienced Trust Administrator to join its team in Sioux Falls. The ideal candidate will have 2-5 years of experience working with a reputable trust company. This role involves managing trust accounts, ensuring compliance with regulations, and providing exceptional client service.
Responsibilities:
- Administer trust accounts in accordance with legal and company standards
- Conduct regular account reviews and ensure compliance with relevant laws and regulations
- Provide expert advice and support to clients on trust-related matters
- Prepare and maintain accurate documentation and records
- Collaborate with legal, financial, and tax professionals to optimize trust management
Qualifications:
- 2-5 years of experience as a Trust Administrator
- Proven track record with a reputable trust company
- Strong knowledge of trust laws and regulations
- Excellent organizational and communication skills
- Detail-oriented with strong analytical abilities
If you are a proactive trust administrator with strong problem-solving skills, excellent communication, and meticulous attention to detail, we invite you to apply for this exciting opportunity to contribute to the growth and success of CISA Trust. Please submit your resume and a cover letter outlining your relevant experience to info@cisatrust.com or cjensen@cisatrust.com
3 June 2024
