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 / Ventajas 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, Power Point, 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, Power Point, Excel, Word) Bloomberg MIFID compliance knowledge

📌 Client account manager - barcelona
🏢 Jobrapido
📍 Barcelona