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Jersey

Client advisory / Relationship management

Global Wealth Management

274182BR

St. Helier

Full Time

Are you intrigued by the offshore trust industry? Do you strive for excellence in everything you do?

We are looking for a Trust Officer is to:

• undertake the administration of a portfolio of complex trust and company structures with minimum supervision;
• liaise directly with UBS Wealth Planners, Trust Relationship Managers and Client Advisors with regard to day-to-day administration matters;
• provide guidance to other trust officers;
• assist in reviewing documentation for new business;
• review trust instruments with regard to trustee powers, arrange meetings and prepare the appropriate minutes and resolutions;
• review corporate documentation and arrange meetings and prepare minutes where required;
• be responsible for client data ensuring that it is up to date and accurate;
• adopt a positive and solution orientated approach to tasks liaising with colleagues where required;
• work with internal control functions where required;
• work with external advisors where required;
• understand fiduciary and AML risk and escalate any concerns;
• undertake other ad hoc tasks as requested by the Team Head or other members of Senior Management;
• communicate effectively with colleagues and peers; and
• comply with all laws, regulations, policies and standards, contributing to an effective risk culture.

You’ll be working in the Administration team in Jersey. You’ll be working closely with colleagues within your team and with partners and stakeholders across the location, taking a wider ‘one-team’ approach to ensure we succeed together as a combined unit. You’ll also support, and be supported by, colleagues in the other UBS trust locations to leverage our global expertise and to ensure full alignment across the locations. We’re committed to working as trusted partners, delivering the highest quality output, and to play our part in providing the best possible client experience

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You have:

• a relevant professional qualification or working towards a relevant qualification e.g. STEP;
• a minimum of five years’ experience in administering trust structures;
• a good knowledge of trust and company laws;
• a good knowledge of AML regulations; and
• a good interpersonal skills to develop close working relationships with both colleagues and clients.

You are:

• a team player but are equally comfortable working independently, when required;
• passionate about excellent client service and accuracy;
• highly organised and detail orientated;
• comfortable working under pressure and to deadlines;
• confident with systems; and
• self-motivated and enthusiastic.

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.