Intern Client Account Manager Madrid (6 months) bei UBS Group AG
UBS Group AG · Madrid, Spanien · Onsite
- Junior
- Optionales Büro in Madrid
Your role
Join the Private Banking team at UBS Group as Intern Client Account Manager from which you will be supporting the UHNWI/HNWI team in Madrid office within the Global Wealth Management division!
Your main responsibility will be to provide high quality support to Senior Client advisors. Being actively involved in the daily activities of the desk, including but not limited to the onboarding of new clients, the processing of client instructions and ensuring the client files are well documented and up-to-date. 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.
You will 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.
Your main responsibility will be to provide high quality support to Senior Client advisors. Being actively involved in the daily activities of the desk, including but not limited to the onboarding of new clients, the processing of client instructions and ensuring the client files are well documented and up-to-date. 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.
You will 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.
City
Madrid
Job Type
Temporary / Contract
Country / State
Spain
Function Category
Business management, administration and support
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.
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
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.
Your team
You will work with a highly motivated team of Senior Client advisors for Front Office 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.
The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
Your expertise
We are looking for a highly motivated individual, who is looking for a challenging traineeship in Banking and Finance fulfilling the below criteria:
• Currently undertaking a University undergraduate or higher education degree in Banking & Finance.
• Knowledge of the Private Banking & Wealth Management sector, financial products & services and the regulatory landscape is an asset.
• A proven ability to apply a problem-solving approach with good quantitative and analytical skills.
• Strong organizational skills and the ability to work towards tight deadlines, taking full ownership of your tasks.
• You possess strong Windows, Microsoft Office skills including Outlook, PowerPoint, Excel and Word.
• 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 flexibility, responsibility and attention to detail and diligent work approach with respect for our risk and control obligations.
• Fluency in Spanish and English.
• Evidence of strong communication skills and passion that will enable to connect with clients and colleagues to support a high service quality level.
• Currently undertaking a University undergraduate or higher education degree in Banking & Finance.
• Knowledge of the Private Banking & Wealth Management sector, financial products & services and the regulatory landscape is an asset.
• A proven ability to apply a problem-solving approach with good quantitative and analytical skills.
• Strong organizational skills and the ability to work towards tight deadlines, taking full ownership of your tasks.
• You possess strong Windows, Microsoft Office skills including Outlook, PowerPoint, Excel and Word.
• 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 flexibility, responsibility and attention to detail and diligent work approach with respect for our risk and control obligations.
• Fluency in Spanish and English.
• Evidence of strong communication skills and passion that will enable to connect with clients and colleagues to support a high service quality level.
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
