Ebury
Fintech
ClientPortfolioManager-Mifid
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Portfolio Manager - Mifid at Ebury. Skills: Client Portfolio Management, FX trading, Sales, Relationship Management. Develop, expand and manage the Institutional client base. Trading account set up”
What You'll Achieve.
Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share
Industry & Context.
problem-solving; Sophisticated technical statistical/fundamental analysis & risk management practices
What They're Looking For.
Must Have
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 institutional 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 English is mandatory, Experience in selling FX products to institutional clients (mandatory)
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.
expand and manage the Institutional client base
Trading account set up
Relationship management
Offer expert and bespoke suggestions and ideas to clients
Provide strategies to minimise FX risk challenges
structure and execute deals
Drive New Business Acquisition
and onboard new institutional clients
Originate new business by leveraging existing client relationships for referrals
Establish and maintain relationships with institutional clients and the fund eco-system
Understand client investment objectives
Manage a portfolio of institutional clients
Execute a range of different products
payments and cash management
Upsell Ebury’s broad product capabilities
Know and understand the competition's capabilities and gaps
Building and maintaining client relationships through client meetings
Confidently and professionally presenting ideas
and updates to clients
How You'll Work.
Team & Collaboration
Collaboration and problem-solving; 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 - Mifid (360 role) 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 help to develop, expand and manage the Institutional client base, 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. This is a 360-degree role requiring proven dealing and FX trading expertise, exceptional sales acumen, and a passion for both acquiring new clients and nurturing existing relationships. What you’ll do as a Client Portfolio Manager Drive New Business Acquisition: Proactively identify, engage, and onboard new institutional clients through independent research, strategic outreach, and networking. Originate new business by leveraging existing client relationships for referrals. Establish and maintain strong relationships with institutional clients and the fund eco-system (investment managers, corporate service providers and fund administrators), understanding their investment objectives, risk app
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