Client Portfolio Manager

We are looking for a Client Portfolio Manager in our Barcelona 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.

Responsibilities

Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, supplier payments financing, payments and cash management; Collaborate with a large, successful sales team to assist in business origination; Know and understand the competition's capabilities and gaps to better position Ebury's Banking solutions; Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share; Build and maintain strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients; Expand existing business and provide feedback to technology and product managers; Originate new business via networking with existing clients for business referrals; Trading account set up, relationship management and deal execution; Plan, structure and execute deals, giving clients the best value

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; 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 the local language 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; Impressive product suite including Supplier Payment Financing; International development opportunities including attending global Boot Camps; Career development and progression; Dedicated Mentorship; Cutting-Edge Technology; Dynamic & Supportive Culture; Generous Benefits Package, typically including health care and social benefits; Central Office with excellent transport links