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 / Incentivos • 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