Wealth Planning Support Specialist - Offshore Trusts

UBS is a leading global financial services firm. Our Corporate Center partners with each business group around the world to ensure that they operate in an entrepreneurial fashion while following the strategic aims of the company.The Wealth Planning Support Specialist will be the liaison to Client Advisors (CAs), Wealth Planners (WPs) and UBS Trustees with respect to establishing, implementing and dissolving wealth planning products (primarily trusts). He/she will support the acitivities of the Middle Office either independently or together with the WP and/or CA. The role-holder will have a good understanding and experience of offshore trust planning for international clients.The key focus is on sales and retention support for the Wealth Planners and Client Advisors, especially in the Core Affluent segment. The role-holder partners with the CAs and assists and supports them proactively in implementing wealth planning and similar activities for new clients, particularly in the Core Affluent segment, and for existing clients in all sectors. Individual will have close working relationships with other UBS WMI units (such as Middle Office and Operations) and is able to maintain and develop contacts with service providers from the Bank and/or external service providers for the purpose of supporting the CAs and WPs in delivering client-oriented solutions. Responsibilities:- Support CAs and WPs in the technicalities regarding the set-up of new and the maintenance of exisiting Wealth Planning structures.- Liaise with WPs and UBS Trustees with respect to implementing, administering and dissolving WP products, primarily trusts.- Offer training and marketing support for Core Affluent segment with respect to such segment-specific offering.- Perform administration support for WP team with respect to file keeping, reporting and evidence retention.- Perform administrative support for the Wealth Planning Team includes the drafting of documents and preparing presentations.- Ensure proper monitoring and control of the Wealth Planning business and compliance with the Bank's general and the Wealth Planning-specific standards and policies.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. Disclaimer / Policy Statements 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.
REQUIREMENTS
Basic Qualifications: Minimum of 3 years experience in offshore trust planning.
Minimum of 3-5 years in client servicing.
Experience with a large financial services firm, or smaller trust company with international clientele.
Strong presentation skills.
Strong computer skills - Word, Excel and Powerpoint.
Bachelor's degree.
Fluency in Spanish a plus.
STEP certification a plus; completion of Level One required.