Wealth Management Branch Lead – HNW Client Services

UBS; Greenwich (CT); On-site; USD 90,000 - 120,000; Full time

Job summary

UBS is seeking an Administrative Officer to provide managerial support for two Connecticut branches, Stamford and Greenwich. You will oversee daily operations, risk compliance, and human resources functions including onboarding and performance reviews within Wealth Management.

You will lead High Net Worth client associates, coach staff, and ensure high‑touch service and complex account workflows are handled with precision and discretion, partnering with private wealth advisors and the Market

Qualifications

• 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.

Responsibilities

• 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

Skills

Leadership

Team management

Communication

Risk management

Job description

UBS is seeking an Administrative Officer to provide managerial support for two Connecticut branches, Stamford and Greenwich. You will oversee daily operations, risk compliance, and human resources functions including onboarding and performance reviews within Wealth Management.

You will lead High Net Worth client associates, coach staff, and ensure high‑touch service and complex account workflows are handled with precision and discretion, partnering with private wealth advisors and the Market