Experteer 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
• 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

Responsabilidades
• 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

Requisitos principales
• flexible working options
• inclusive culture
• disability inclusion commitment
• equal opportunity employer
• opportunities to grow
• supportive team

📌 Client Account Manager (Barcelona)
🏢 UBS
📍 Barcelona