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Personal Banking Manager Connecta

On-site in Barcelona·Added yesterday (last checked 22 Oct)

CaixaBank

38 open roles

Overview

Work mode
On-site, Barcelona
Contract
Permanent contract
Education
University degree
Benefits
Private health insurance, flexible pay plan

Visa options

  • The ad doesn’t mention sponsorship

    Not a refusal, but not a yes. Worth asking in your first message.

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Skills

This job advert was originally written in Spanish.

Requirements

What we're looking for

  • People with a commercial vocation and a passion for financial advisory.

  • Ability to build relationships of trust and provide long-term value.

  • Interest in markets, investment, innovation, and the evolution of the financial sector.

  • A continuous learning mindset and adaptation to change.

  • Interest in new technologies and the potential offered by artificial intelligence to enrich client relationships and improve decision-making.

  • University degree or Higher Level Vocational Training in related areas.

  • Valid MIFID, IDD, or LCCI certification.

  • Experience in managing a client portfolio and an orientation toward achieving objectives.

We are looking for professionals who want to continue evolving and become benchmarks in financial advisory within a leading entity.

Pay & benefits

What you'll get

The trust of our clients is built on knowledge, specialization, and constant learning.

That is why we bet on the continuous development of our professionals through specialized training, certifications, development programs, and a professional itinerary that will accompany you throughout your career.

We believe in internal talent and in offering real opportunities for evolution. CaixaBank is an organization with multiple professional paths, where functional and geographic mobility will allow you to discover new challenges, assume greater responsibilities, and build a career adapted to your aspirations.

Here, you can not only grow. You can reinvent yourself as many times as you want.

  • Permanent contract.

  • Continuous training and high-level financial specialization.

  • Certification and professional development programs.

  • Career plan with real growth opportunities.

  • Functional and geographic internal mobility.

  • Health insurance, pension plan, and exclusive financial benefits.

  • Flexible compensation.

  • An innovative, collaborative environment oriented toward excellence.

  • The opportunity to develop a highly qualified profession in a benchmark entity of the sector.

The role

📈 Turn your talent into high-impact financial advisory

Are you passionate about finance, investment, and helping people make decisions that can change their future?

At CaixaBank, we are looking for professionals with ambition, a commercial vocation, and a desire to continue growing to join our Personal Banking teams.

You will have the opportunity to accompany your clients through some of the most important decisions of their financial lives, building long-term relationships of trust and helping them achieve their goals through expert, personalized, and highest-quality advisory services.

What you'll do

  • Manage and develop a portfolio of Personal Banking clients.

  • Understand their needs and anticipate their future goals.

  • Offer personalized solutions in savings, investment, and financial planning.

  • Generate lasting relationships of trust based on specialized advisory.

  • Combine human closeness with the capabilities offered by innovation, data, and new digital tools.

  • Contribute to business growth and excellence in the customer experience.

Hiring process

3 steps1 interviewa task to do
  1. Apply on the portal

  2. Application assessment · With People team

  3. Interviews

    Not every role

    Shortlisted candidates may be invited to interviews.

  4. Specific tests

    Not every role

    Tests specific to the position, when the role requires them.

  5. Proposal · With People team

  6. Onboarding

    Structured support once you join.

  • Applying through the careers portal is the only valid route into a process.
  • You can follow the status of each application under My Account > Job Applications.

About CaixaBank

CaixaBank is a leading Spanish financial group and one of the largest banks in Europe, headquartered in Valencia, Spain. It provides a full range of retail, corporate, and investment banking services, with a strong presence in Spain and Portugal. The bank operates through a vast network of branches and digital channels, serving millions of customers. CaixaBank is also a major player in asset management and insurance, and it has a significant international footprint through its subsidiaries and partnerships.

In Spain, CaixaBank has a widespread network of offices and branches across all major cities, including Madrid, Barcelona, Valencia, and many others. The company is known for its strong corporate culture, focus on innovation, and commitment to digital transformation. For international professionals, CaixaBank offers opportunities in areas such as data science, software engineering, legal, and risk management, with roles often based in Madrid or Barcelona. The bank values diversity and provides a dynamic work environment, making it an attractive employer for those looking to build a career in the Spanish banking sector.

Industry
Banking
Founded
2011
Employees
30,000–50,000
Headquarters
Madrid, Spain
In Spain
Madrid, Barcelona, Valencia and 5 more

Good to know if you are moving

  • CaixaBank is one of the largest banks in Spain, offering a wide range of career opportunities in banking, finance, and technology.
  • The bank has a strong presence in Madrid and Barcelona, which are major hubs for international professionals.
  • CaixaBank is committed to digital transformation, with many roles in data science, software engineering, and cybersecurity.
  • The company offers a comprehensive relocation package for international hires, including visa support and assistance with housing.
  • CaixaBank has a diverse and inclusive work environment, with employees from various nationalities and backgrounds.

In their own words

About the company & team

Because here, you will not just manage a client portfolio.

You will be part of an organization that leads the transformation of the financial sector, betting on innovation, digitalization, and excellence in the customer experience.

You will work in an entity whose purpose is to improve people's financial well-being and contribute to the progress of society, combining business leadership with a firm social commitment.

Additionally, you will have the support of an organization linked to the "la Caixa" Foundation, one of the largest foundations in Europe, driving initiatives that generate opportunities and positive impact for thousands of people.

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