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

Your team

You will be working as part of Wealth Management Americas. We help Ultra Hight Net Worth and Hight Net Worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You will be a member of the market leadership team, reporting directly to the Market Administrative Office and working closely with the Market Director. You will manage a group of client associates across your branches, acting as a coach on all aspects of the role. This position is based in Northbrook, IL.

Your expertise

• proven experience for ideally 3-5 years of managing UHNW client relationships within private wealth management and family offices
• leadership & communication exceptional interpersonal skills with the ability to build, inspire, and manage team dynamics
• relevant management experience in branch operations, within a leading financial institution
• FINRA 7, 66 and 9/10 familiarity with FINRA regulations, SEC rules and compliance standards
• judgement and decision-making
• exceptional communication and ability to navigate complex matters
• known for your ability to work well in a team environment and ability to network across the entire organization
• motivated, self-directed, and driven
• skilled at creating a positive business culture (you have the human touch)
• managing, leading and developing people
• leverages resources and delegates effectively

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.

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.