Client Account Manager

Client Account Manager

Spain

Client advisory / Relationship management

Global Wealth Management

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.

• 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.

• City

• Barcelona

• Job Type

• Full Time

• 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

You’ll be a good match if you have:

• 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. Want to find out more? Visit ubs.com/careers.

• 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.