Trust Relationship Manager – Wealth Planning recruitment
The Role-Holder acts as an agent of the UBS trust companies to facilitate trust business and is responsible for all trust related aftersales tasks that do not require trustee discretion / presence.
Key tasks and responsibilities include:
Our ideal candidate should have the following requisites:
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UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
To submit your application, please click on the “Apply Online” button. You will be redirected to the UBS career website where you can submit your CV. All applications received through the UBS career website 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.
- Business related bachelors (or higher) degree
- Preferably at least 8 years of relevant experience in a trust company or a bank
- Excellent attention to detail
- 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
- Marketing and sales capabilities, excellent communication skills with ability to express
things simply and directly while maintaining a focused and controlled discussion
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- building long term relationship with the settlors and beneficiaries, attending to any issues or requests arising from the trust structures, coordinating with trustees, internal functions and external parties on any technical or operational matters
- keeping up-to-date with any regulatory changes that may affect the structures
- will be working with TF Operations together in order to generate the best-in-class service for the clients
- to help identify new business opportunities during client interactions or reviews such as injection of further assets into existing trust structures, product cross-selling and NNM acquisition for the bank. He / she will also be measured based on the number of trust reviews, trust revenue, NBV and client (internal and external) satisfaction.