Trust Officer

Are you an experienced trust professional who enjoys managing complex structures, building strong client relationships, and finding practical solutions? Join our Trust Administration Team, where you’ll take ownership of a varied portfolio and work closely with colleagues, clients, and advisors.
• Undertake the administration of a portfolio of trust and company structures with minimum supervision, complexity will depend on experience;
• Understand solutions and structures commonly used and be creative in developing new ideas;
• Liaise directly with UBS Wealth Planners, Trust Relationship Managers and Client Advisors regarding day-to-day administration matters;
• Deal directly with settlors and beneficiaries where appropriate;
• Review trust instruments regarding the exercise of trustee powers, arrange meetings and prepare the appropriate minutes and resolutions;
• Review corporate documentation and arrange meetings and prepare minutes where required;
• Review financial statements ensuring they are accurate and arrange for approval:
• Take responsibility for ensuring all records and documents are filed in a timely manner with the correct descriptions;
• Take responsibility 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 risk, including but not limited to fiduciary, AML, reputational and escalate any concerns;
• Undertake ad hoc tasks as requested by the Team Leader 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.

Your team

You'll be working in the Trust Administration Team in UBS Trustees (Jersey) Ltd.

Your expertise

You have:
• A relevant professional qualification e.g. STEP or working towards a qualification;
• A minimum of five years experience in administering/establishing trust structures;
• Knowledge of Trust and Company law and all other appropriate laws and regulations; and
• Good interpersonal skills to develop close working relationships with both colleagues and clients.
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more