Senior UHNW Private Wealth Client Experience Lead

UBS; Washington (District of Columbia); On-site; USD 85,000 - 120,000; Full time

Job summary

UBS in Washington, DC is seeking a Senior Registered Client Associate to support a Private Wealth Management team serving UHNW families. The role emphasizes accuracy in client information, due diligence, and a high-touch, white-glove service mindset.

You will work with a DC-based team on complex wealth structures, account openings/transfers, and coordinating meetings while maintaining confidentiality and professionalism in a fast-paced environment.

Qualifications

• 5+ years in a Client Associate role within Private Wealth Management or equivalent.
• Experience supporting UHNW clients with complex wealth structures and service needs.
• Experience collaborating with Executive Teams to deliver a holistic client experience.

Responsibilities

• Maintain client information and ongoing due diligence with accuracy.
• Deliver a high-touch, white-glove client experience to UHNW individuals, families, trusts, and related entities.

Skills

Client Associate experience

UHNW client support

Executive teams collaboration

Licenses: SIE, Series 7, Series 66

Attention to detail

Discretion with confidential info

Team collaboration

Education

Bachelor's degree preferred

Job description

UBS in Washington, DC is seeking a Senior Registered Client Associate to support a Private Wealth Management team serving UHNW families. The role emphasizes accuracy in client information, due diligence, and a high-touch, white-glove service mindset.

You will work with a DC-based team on complex wealth structures, account openings/transfers, and coordinating meetings while maintaining confidentiality and professionalism in a fast-paced environment.