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Securities Specialist with Spanish - Private Banking Spain | Credit Suisse

Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to create innovative solutions to meet the needs of our clients—and to help our employees grow. It is a high priority for us to continually invest in our employees by providing ongoing opportunities for training, networking and mobility. Join us and let's shape the future of Credit Suisse together.

Securities Specialist with Spanish - Private Banking Spain
Workplace: Wrocław


“The Romanic Team is responsible for financial instruments maintenance, classification, opening and pricing for Credit Suisse Private Banking Spain. There is whole spectrum of applications and teams using data entered by Romanic Team such as Front Office, Custody, Transfers and Settlements, Corporate Actions, etc. Based on the data maintained by the team, Client’s portfolio value is calculated.

Your Romanic Team based in Wroclaw cares about ensuring the timely and accurate openings of financial instrument and control of price valuation for internal clients based in Madrid and Milano.

As the chosen individual you would be responsible for:

  • Activate various financial instruments (shares, bonds, ETF’s, structured products, funds, rights, warrants, derivatives, etc.) on IT platform
  • Ensure the received price valuations are controlled and available to meet daily deadlines and requirements (price tolerance reports, review of pricing attributes) based on SIX Financial Information, Bloomberg and other internal and external data providers
  • Perform daily, weekly and monthly controls on static data and price variance (in Excel)
  • Work in conjunction with individuals on the team as well as other Operations Department teams in Wroclaw and Madrid to ensure flawless processing
  • Resolve intraday client’s queries
  • Ensure that risk issues are brought up promptly to managers and partners
  • Follow all business unit operational procedures and other directive controls
  • Open to discussing flexible/agile working.


  • Around 1-2 years of work experience
  • You know Spanish on very good level (at least B2) – everyday contact with Spanish speaking partners
  • Your written and spoken English is on good level
  • Working knowledge of MS Excel
  • If you have basic knowledge of financial instruments it would be a plus
  • Ability to resolve more complex queries individually
  • You have Bachelor/Master’s degree
  • Strong communication and social skills
  • We are welcome to see applications from all fields of studies as we provide an extensive training

We offer:

Our benefit

  • Private medical care
  • Life insurance
  • Pension plan
  • Charity days
  • Training and development
  • Internal Mobility

Other optional

  • Language training course
  • Mentoring
  • Family – nursery and kindergarten funding, gift vouchers for Christmas
  • Parking allowance
  • Health promotion: Multisport card, sporting events and groups within Credit Suisse (skiing trips, football team, running team, tennis training course etc.)Employee discounts on various products and services (event tickets, consumer products, etc.)
  • Relocation package
  • Employee Referral Program
  • Flexible work schedule and working from home (home office)


If you apply for this role this means you agree with the following statement:

“Through my application for a role with Credit Suisse (Poland) sp. Z.o.o. (the Company) I hereby authorize the Company to process my personal data for the purposes of job recruitment. Furthermore I declare that I am aware of the voluntary submission of data and I am informed about the right to access the data and the right to correct it, pursuant to the Personal Data Protection Act of 29 August 1997 (Journal of Laws [Dz.U] No. 133, item 883)”. I authorize Company to process my personal data for future recruitment processes.

Furthermore, I authorize Credit Suisse Group AG and its’ affiliates, Taleo (UK) Limited, cut-e AG Kleiner Burstah 12 and milch & zucker The Marketing & Software Company AG to process my personal data.

Credit Suisse and affiliates registration details.-

Credit Suisse (Poland) sp. z.o.o
Registered office - 1 Icchoka Lejba Pereca street, 00 - 849 Warsaw
Credit Suisse Group AG
Registered office - Paradeplatz 8, 8001 Zurich, Switzerland and its’ affiliates
Taleo (UK) Limited
Registered office - 78-586 Chiswick High Road, London W4 5RP, United Kingdom
Cut-e AG Kleiner Burstah 12
Registered office - 20457 Hamburg, Germany and
Milch & Zucker The Marketing & Software Company AG
Registered office - Küchlerstraße 1, 61231 Bad Nauheim