Client Portfolio Manager

We are looking for a Client Portfolio Manager in our Madrid Office, with proven client portfolio management, trading and account management experience. The successful candidate will manage a portfolio of clients taking responsibility for trading account set up, relationship management and deal execution. Our CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury's growth.

Responsibilities

Manage a portfolio of corporate clients, executing a range of different products including FX hedging, Supplier Payment Finance, payments and cash management; Upsell Ebury's product capabilities to ensure a best-in-class client proposition; Collaborate with a sales team to assist in business origination; Understand clients' business environments, strategies and industry to provide the best solution; Know and understand competitors' capabilities and gaps to better position Ebury's Banking solutions; Deliver on specific KPIs including repeat and new business revenues, reducing client churn, cross-selling and increasing wallet-share; Build and maintain strong client relationships through client meetings and presentations; Expand existing business and provide feedback to technology and product managers; Originate new business via networking with existing clients for referrals; Trading account set up, relationship management and deal execution

Requirements

Strong Financial Services experience in a sales or relationship management role; Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients; Solid understanding of relevant compliance requirements; Academic background in Business or Finance is a plus; Exceptional communication skills, able to win commitment and buy-in; Sophisticated technical ability; statistical/fundamental analysis & risk management practices; Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition); Skilled negotiator, able to build and leverage relationships at senior levels; Fluency in Spanish and strong business-level English; Proven client portfolio management, trading and account management experience

Nice to have

Academic background in Business or Finance; An established network of contacts

Benefits

Generous commission structure and unlimited earning potential; International development opportunities including attending global Boot Camps; Career development and progression; Dedicated Mentorship; Cutting-Edge Technology; Dynamic & Supportive Culture; Generous Benefits Package including health care and social benefits; Central Madrid Office with excellent transport links