U
Trust Officer
UBSBahamas
Apply Your role
Are you an innovator who loves to solve problems and increase efficiencies and productivity?We are looking for a trust officer to:
• administer and manage a complex portfolio of companies and trusts, including charitable foundations
• draft and review trust and corporate documentation
• provide tailored solutions to meet internal and external client needs while ensuring high service standards
• monitor client activities and transactions to ensure accuracy, compliance, and quality of service
• liaise directly with UBS Wealth Planners, Client Advisors, and external professional advisors across global financial centres
• collaborate cross functionally, support client meetings and presentations, respond to client enquiries, and participate in projects as required
Join us
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.Your team
UBS is present in all major financial centers and has offices in over 50 countries. UBS Trustees (Bahamas) Ltd., a wholly owned subsidiary of UBS AG, provides trust and company administration services to UBS clients worldwide.Your expertise
• motivated and energetic individual who is eager to learn and develop• University degree preferably in legal, finance, accounting, business administration, or a related field
• ideally TEP certification from The Society of Trust and Estate Practitioners
• experience in administering trust and corporate structures, including companies, trusts, and charitable foundations is a benefit
• excellent stakeholder management skills, with the ability to liaise effectively with internal partners, clients, and external professional advisors across jurisdictions
• highly organized and detail oriented, with the ability to manage multiple priorities independently while maintaining high service standards
• strong written and verbal communication skills, including experience preparing client presentations and professional correspondence
About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?