UBS · United States
Senior Trust Officer
Listed on UBS’s official careers site. Listed as of October 13, 2026. Check that it is still open and apply there.
Apply on UBS’s careers site →Job description
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
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