Ebury
fintech
ClientPortfolioManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Portfolio Manager at Ebury. Skills: Client Portfolio Management, FX Hedging, Relationship Management, Sales. Manage a portfolio of clients. trading account set up”
What You'll Achieve.
repeat and new business revenues; reducing client churn; upselling cross-selling multiple relevant products; increasing wallet-share
Industry & Context.
problem-solving; Sophisticated technical statistical/fundamental analysis & risk management practices
What They're Looking For.
Must Have
proven dealing, trading and account management experience, 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 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 business-level English
Nice to Have
An established network of contacts is a distinct advantage, Academic background in Business or Finance is a plus
What You'll Do.
Manage a portfolio of clients
trading account set up
relationship management
offering expert and bespoke suggestions and ideas to clients
providing clients with strategies to minimise FX risk challenges
structuring and executing deals
upselling Ebury’s broad product capabilities
ensuring a best-in-class client proposition
assisting in business origination
understanding clients' business environments
and industry to provide the best solution
positioning Ebury’s Banking solutions
delivering on specific KPIs
building and maintaining client relationships through client meetings
confidently and professionally presenting ideas
and updates to clients
expanding existing business
providing feedback to technology and product managers
originating new business via networking with existing clients for business referrals
How You'll Work.
Team & Collaboration
Collaborate with a large, successful sales team to assist in business origination.; Work in a collaborative environment where teamwork and personal growth are prioritized.
Communication Scope
Exceptional communication skills, able to win commitment and buy-in; confidently and professionally presenting ideas, proposals, and updates to clients
Full Job Description
Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed. If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future. Client Portfolio Manager Ebury Madrid - Office based *Exceptional on target earnings potential* We are looking for a Client Portfolio Manager in our Madrid Office, with proven dealing, 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. Our best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles. What you’ll do as a Client Portfolio Manager Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll upsell Ebury’s broad product capabilities, ensuring a best-in-class client proposition Collaborate with a large, successful sales team to assist in business origination. Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite 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
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