Client Account Manager
UBS · Spain
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.