Client Account Manager (Barcelona)

Client Account Manager (Barcelona)

02 oct
|
UBS
|
Barcelona

02 oct

UBS

Barcelona

Job Reference #341607BRCityBarcelonaJob TypeFull Time Key responsibilitiesWe’re looking for a Client Account Manager in Barcelona office within the Integral Wealth Management division to:• support to the team of Private Bankers in tasks such as execution and follow-up of client orders, opening accounts, documentation, transfer, client files, opening new securities.• coordination of all operations with the back-office teams, management of new loans/inheritances, documentation of client meetings and investment proposals according MIFID regulation.This is a client-facing role for UBS Spain, which will give you the opportunity to develop your external and internal communication and partner leadership skills.Internally, you will work in close collaboration with our internal departments and support functions (e.g., product experts, credit, risk, compliance,



legal).This is the ideal opportunity to develop good knowledge on the private banking business and combine client-facing tasks with hands-on operational activities.The teamYou will be working with a highly motivated team of Senior Relationship Managers in a global, dynamic and diverse environment.This is an excellent platform for personal and professional development within a committed and collaborative team in an international fast-paced environment.Your skills and experienceYou’ll be a good match if you have:• university degree Business Administration/Finance and MIFID compliance certification.• at least 2-3 years of experience as Middle office in a Private Banking team.• you possess strong Windows, Microsoft Office skills including Outlook, PowerPoint, Excel and Word.• you have deep understanding of financial products, taxes, banking operations and bloomberg.• ability to cope with pressure and a high level of responsibility and attention to detail and diligent work approach with respect for our risk and control obligations.• fluency in Spanish and English.• About usUBS is a leading and truly global wealth manager and

📌 Client Account Manager (Barcelona)
🏢 UBS
📍 Barcelona

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