Job Description

Business Divisions

Global Wealth Management

Your role

The Role-Holder acts as an agent of the UBS Trust companies to facilitate trust business and is responsible for all documentation in relation to trust related new & aftersales tasks that abide by WM A&S Wealth Planning operational framework/manual.

The Role-Holder will support Wealth Planners to build long term relationships with the settlors and beneficiaries, attending to any issues or requests which arises from the trust structures - dealing with Client Advisors, coordinating with Trustees, Trust & Fiduciary Operations, other internal functions and external parties on technical or operational matters. The Role-Holder will support the Wealth Planning team in meeting risk control requirements by maintaining and administering Master List and necessary internal controls as well as responsibility for new business documentation including submission and liaison with the Trust Company\'s New Business Team so as to ensure a smooth new trust acceptance process. The individual is responsible to keep up-to-date on all regulatory & internal policy changes that may affect the business and structures in order to generate the best-in-class service for the clients.

Function Category

Business management, administration and support

Join us

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?

Your team

You\'ll be working as part of the Wealth Planning Relationship Management team in Advisory & Sales (WM A&S). We actively support Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and structuring. We follow political, tax and economic developments in specific countries and apply this knowledge to client situations whilst ensuring that our wealth planning business continues to meet the bank\'s general and wealth planning specific standards and policies.

Your expertise

• excellent attention to detail
• preferably 2+ years of relevant experience in a trust company or preferred legal/tax trained.
• strong analytical and problem solving skills, combined with a broad business perspective
• highly organized, able to multi-task, work both independently and in a team setting
• good interpersonal skills, good communication skills with ability to express things simply and directly while maintaining a focused and controlled discussion
• proficient in Microsoft Office (Word, Excel, PowerPoint) and preferably Chinese Word Processing
• fluency in English and Mandarin required to support the Greater China Client.

About us

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?

How we hire

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

UBS