Trust Officer recruitment
As a Trust Officer you will be involved at two levels: administering the Trust and administering the underlying company of the Trust.
Key tasks and responsibilities include:
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- To have an understanding of general trust concepts and be aware of the duties and liabilities of a Trustee as well as the responsibilities of directorships of the underlying company
- To be able to review for acceptance, all documents relating to the set up of a Trust, including the Letter of Application, Trust Deed, Letter of Wishes, Client Referral Letter, Passport Copies, etc.
- To process trustee committee resolutions and to effect the constitution of the Trust and to undertake the processes following the acceptance of trusteeship, such as procuring a shelf company, processing the board resolutions required for the opening of the bank accounts, completing and processing of account opening forms of financial institutions, correspond with relevant parties, filling and custodising trust and company documentation, updating the entries in the database systems, etc.
- To undertake day to day administration of the Trust, including the processing of beneficiary requests, opening of new accounts, investment related corporate actions, revocations and terminations, administration matters relating to annual audit and trust accounting, credit monitoring, annual review, review of financial and bank account statements, etc.
- To ensure the acceptance and administration of the Trust and its related functions undertaken are compliant with Trust Deed, governing law and internal policies and procedures
Our ideal candidates should have the following requisites:
- University or Polytechnic graduate with relevant qualifications eg. Banking/Finance, Management, Legal studies and/or ICSA graduate, Degree/Diploma in Law or currently pursuing ICSA. 5 Years and above working experience in Trust Administration is preferred
- An effective and good command of spoken written English is essential
- Knowledge of how to build and maintain long lasting Client Relationships
- Effective Document Handling - Seamless document handling and screening to ensure effective document and/or account maintenance.
- Ensuring Efficient, Accurate and Timely Delivery
It starts with you:
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
To read more about this opportunity and to submit your application, please click on the Apply for Job button. You will be redirected to the UBS career website where you can submit your CV. All applications will be reviewed and responded to by the UBS recruitment team.
Disclaimer/ Policy Statement: UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.