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Senior Private Banker.

On-site in País Vasco·Added 4 months ago (last checked 15 Oct)

Agency
Michael Page España

1696 open roles

Overview

Salary
€80,000 - €100,000 a year
Work mode
On-site, País Vasco
Contract
Permanent contract
Spanish
Fluent
Experience
5+ years
Education
University degree

Visa options

  • The ad doesn’t mention sponsorship

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

  • Pay clears the EU Blue Card threshold

    The advertised pay is over the €41,356 bar, so the route exists if Michael Page España uses it.

More jobs over the Blue Card threshold

Skills

This job advert was originally written in Spanish.

Pay & benefits

What you'll get

Why join us

  • Growing project with real career progression opportunities
  • High degree of autonomy and responsibility.
  • Open and competitive product platform
  • Client-focused and long-term oriented culture
  • Performance-aligned compensation
  • Employment contract or self-employed (mercantile) contract.

The role

We are looking for a Senior Private Banker with solid experience in wealth management to join a growing office. The selected candidate will be responsible for managing and growing a portfolio of high-net-worth clients, offering personalized financial advice and first-class investment solutions.

  • Growing project with real autonomy and open architecture
  • Direct opportunity for ambitious bankers, with portfolio and client focus

What you'll do

Main duties and responsibilities

  • Manage and develop a portfolio of high-net-worth clients, ensuring excellent and personalized service.
  • Design investment strategies tailored to the client's risk profile, objectives, and time horizon.
  • Advise on financial products: fixed income, equities, investment funds, alternative funds, structured products, etc.
  • Identify business opportunities and acquire new clients through networking and professional relationships.
  • Coordinate with internal specialists (tax, wealth planning, structured products, credit) to provide comprehensive solutions.
  • Monitor portfolio performance and make adjustment proposals based on market conditions.
  • Ensure regulatory compliance (MiFID II, KYC, AML) in all operations.
  • Prepare periodic reports and present results to clients.
  • Stay up to date on financial markets, economic trends, and investment products.

Who are we looking for (M/F/D)?

Job requirementsEducation:

  • Bachelor's degree in Economics, Business Administration, Finance, or a related field.
  • Certifications such as CFA, EFPA (EFA/EFP), CAIA, or other financial accreditations are highly valued.

Experience

  • Minimum 5-10 years of experience in private banking, wealth management, or financial advisory.
  • Proven experience in portfolio management and client acquisition.

Knowledge

  • Broad knowledge of financial products and international markets.
  • Tax and wealth planning (highly valued).
  • Current financial regulations.

Hiring process

2 steps2 interviews
  1. CV registration

  2. Consultant contact

    With a specialist Michael Page consultant

    If they see that your experience and motivations fit the values and needs of a hiring company, they will contact you to start the selection process: they will learn about your expectations, answer your questions and help you prepare for each stage of the process.

  3. Company interview

    With a client company

    If your application progresses, we will help you prepare for the interview with useful information about the company, its culture and what it looks for in a profile like yours.

  4. Final stage and negotiation · With a client company

  • The final stages are set by the client company: Michael Page acts as an intermediary, and the interview and decision rest with the hiring company.
  • Support continues after the contract is signed.
  • Michael Page cannot support every candidate; registering and keeping your profile up to date opens the door to future processes.

About Michael Page España

Michael Page is a global recruitment consultancy and part of PageGroup, one of the world's leading professional recruitment firms. The company specializes in placing mid-to-senior level professionals across a wide range of sectors, including technology, engineering, finance, sales, and human resources. With a strong presence in Spain, Michael Page operates offices in major cities and offers services such as executive search, temporary staffing, and outsourcing solutions.

Industry
Staffing

In their own words

About the company & team

About the companyOur client is an independent private banking entity in full growth, specialized in offering investment solutions and wealth advisory to high-net-worth clients. Its model combines solid experience in financial markets with a highly personalized and client-centric approach.

It has a consolidated presence in the main national financial hubs and an ambitious expansion plan, supported by a team of professionals with extensive experience in private banking and asset management.

Value propositionThe entity differentiates itself through an open and independent advisory model, where the client is at the core and the product architecture allows selecting the best market opportunities without restrictions. Its approach is based on excellence, proximity, and transparency.

It offers access to a wide range of solutions: traditional investments, alternative assets, discretionary management, wealth planning, and tailored services for large estates.

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