Client Account Manager

UBS; Barcelona; Vor Ort; EUR 45.000 - 65.000; Vollzeit

Zusammenfassung

UBS Barcelona is seeking a Client Account Manager to support Private Bankers with order execution, account openings and documentation. You will coordinate with back-office teams on loans, inheritances and investment proposals, while ensuring MiFID compliance and high client service standards.

The role offers close collaboration with product experts, risk, legal and other support functions in a fast-paced, international environment. Fluency in Spanish and English is required.

Qualifikationen

• University degree in Business Administration/Finance (MIFID compliance cert beneficial).
• 2–3 years of Middle Office experience in Private Banking.
• Strong Windows/Microsoft Office skills including Outlook/PowerPoint/Excel/Word.
• Deep understanding of financial products, taxes, banking operations and Bloomberg.

Aufgaben

• Support Private Bankers in execution and follow-up of client orders, account openings, documentation, transfers and new securities.
• Coordinate operations with back-office teams; manage new loans/inheritances; document client meetings and investment proposals per MiFID.

Kenntnisse

Client management

Problem solving

Spanish/English fluency

Attention to detail

Financial products knowledge

Ausbildung

Bachelor's degree in Business Administration/Finance

Tools

Microsoft Office

Jobbeschreibung

Key Responsibilities

We’re looking for a Client Account Manager in Barcelona office within the Global 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.

Job Type

Full Time

Job Reference #

341607BR

City

Barcelona

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 team

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.

Your Skills And Experience

• 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.
• strong client and problem-solving skills with the ability to communicate efficiently at all levels.
• 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.
• understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work.
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use.

About Us

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.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Join us

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. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.