Vista previa generada por IA
Senior Trust Officer at UBS in Nassau: manage regulatory filings, lead reporting initiatives, and collaborate across global teams.
Combine financial expertise with AI-driven processes and deliver exceptional client service in a supportive, inclusive culture.
Your role
Are you a seasoned professional with a strong ability to manage complex processes and topics, deliver exceptional client service, and have regulatory and tax reporting background?
We are looking for a Product Specialist to:
- prepare and submit regulatory filings including CRS/FATCA and CESRA for applicable entities
- lead initiatives and projects to improve quality of reporting and simplify processes
- monitor client activities and transactions to ensure accuracy, compliance, and quality of service
- review and submit filings in various jurisdictions with assistance of external tax advisors and internal stakeholders
- collaborate cross functionally, support client meetings and presentations, respond to client enquiries, and participate in projects as required
- provide tailored solutions to meet internal and external client needs while ensuring high service standards
- liaise directly with UBS Wealth Planners, Client Advisors, and external professional advisors across global financial centres
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.
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 in finance, accounting, business administration, or a related field
- a strong track record in project and process management preferably in topics with a regulatory angle
- experience/interest in data analysis and processing preferred
- 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
- experience administering complex structures, including companies, trusts, and charitable foundations is a plus
- solid understanding of regulatory requirements, fiduciary responsibilities, and trust law principles
- 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 .
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .