About the Role
On behalf of our client, an independent and owner-managed wealth management firm, we are currently looking for an experienced Relationship Manager Private Banking Spain.
On behalf of our client, an independent and owner-managed wealth management firm, we are currently looking for an experienced Relationship Manager Private Banking Spain.
This position is suited for a client-focused professional who is eager to take ownership of a portfolio and further expand a Spanish-speaking client base within a highly personalized wealth management environment.
Key Responsibilities- Take full responsibility for managing and developing an existing client portfolio, with a focus on Spanish-speaking clients
- Build and maintain long-term client relationships through high-quality, tailored advice
- Advise clients holistically on investments, financing solutions, and wealth structuring
- Develop and present investment strategies and portfolio reports
- Execute transactions including securities trades and payments
- Ensure accurate and compliant client documentation (KYC, contracts, etc.)
- Contribute to internal processes such as CRM (Expersoft), client reporting, and compliance reviews
- Degree in Finance, Banking, Business Administration, or equivalent qualification
- Several years of experience in private banking, wealth management, or a related field
- Proven track record in managing client relationships and developing portfolios
- Strong client orientation, entrepreneurial mindset, and high service standards
- Discretion, professionalism, and strong sense of responsibility
- Independent, structured, and solution-oriented working style
- Fluency in German, Spanish, and English is mandatory
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