Overview

In this role you will support Private Bankers in Barcelona, handling client orders, account openings and documentation while coordinating with back-office teams. You will manage new loans and inheritances and document client meetings and investment proposals under MIFID. You’ll interact with various internal teams, building cross-functional partnerships in a fast-paced, client-facing environment. This is an opportunity to deepen private banking knowledge and contribute to efficient, compliant client service with an innovative, inclusive culture.

Compensaciones / Beneficios

- versátil working options
- inclusive culture
- disability inclusion commitment
- equal opportunity employer
- opportunities to grow
- supportive team

Responsabilidades

- Support Private Bankers with execution and follow-up of client orders, account openings, documentation, transfers and opening new securities
- Coordinate operations with back-office teams and manage new loans/inheritances
- Document client meetings and investment proposals in line with MIFID regulations
- Work closely with product, credit, risk,



compliance and legal teams
- Develop knowledge of the private banking business and balance client-facing tasks with hands-on operations

Requisitos principales

- Bachelor in Business Administration/Finance and MIFID compliance certification
- 2–3 years of experience in a Middle Office role within Private Banking
- Strong Windows and Microsoft Office skills (Outlook, PowerPoint, Excel, Word)
- Deep understanding of financial products, taxes, banking operations and Bloomberg
- Strong client and problem-solving skills with effective communication at all levels
- Ability to work under pressure with high responsibility and meticulous risk-aware approach
- Fluency in Spanish and English
- Commitment to diversity and inclusive culture
- Curiosity about how AI can improve workflows, with sound judgment

- client focus
- strong communication
- problem-solving
- Microsoft Office (Outlook, PowerPoint, Excel, Word)
- Bloomberg
- MIFID compliance knowledge

📌 Client Account Manager (Barcelona)
🏢 UBS
📍 Barcelona