Global Wealth Management

UBS Group AG

  • Hartford, CT
  • 11 days ago

    Highlights

    manage the high-touch service, and workflow for teams supporting clients with complex and significant assets. 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.

    Numbers & Facts

    LocationHartford, CT

    Description

    Your role Do you know how to manage people? Do you have a knack for implementing service standards? We are looking for an Administrative Officer to:

    • lead High Net Worth (HNW) Client Associates
    • team leadership and development: supervise, train, and mentor a team of client associates, driving performance through regular feedback, coaching, and career development.
    • manage the high-touch service, and workflow for teams supporting clients with complex and significant assets
    • complex client service oversight - act as a high-level escalation point for complex account issues
    • bridge gap between the private wealth advisors and the associates, ensure specialized concierge services are handled with precision, discretion, speed
    • manage branch administration, including branch facilities, human resources matters, P&L and provide administrative support
    • recruit, select, onboard, train and manage administrative support staff
    • conduct performance reviews and make personnel decisions related to compensation and promotion
    • educate all employees on administrative policies and procedures
    • escalate supervisory issues when necessary and follow-up locally on issues identified by the management team

    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.

    Your expertise

    • Series 7, 66, 9/10 required for the role
    • ideally 5+ years of relevant managerial experience in branch operations at a financial institution
    • strong leadership, communication, and risk-management capabilities

    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 .

    Similar Jobs