Client Account Manager (España)

Client Account Manager (España)

22 oct
|
UBS
|
España

22 oct

UBS

España

We'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. Full Time 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. You 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. 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. UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #

📌 Client Account Manager (España)
🏢 UBS
📍 España

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