OpenNash Jobs
UBS · United States

Wealth Planning Relationship Manager

United StatesManager or leadExecutive & Management

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.

Apply on UBS’s careers site →

Job description

Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients by:

- performing relationship management services for trust structures including to conduct periodic trust review for trust structures

- helping answer queries from markets and clients

- supporting client interactions and ongoing service needs

- identifying and implement improvements to trust structures, processes, and client experience

- supporting UBS Trustees and act as key liaison with stakeholders and clients

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