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 acumen, Client relationships. Develop client base. Expand client base”
What You'll Achieve.
On target earnings potential; Deliver on KPIs; Repeat business revenues; New business revenues; Reducing client churn; Upselling products; Cross-selling products; Increasing wallet-share
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Proven dealing experience, Proven trading experience, Proven account management experience, Proven dealing expertise, Proven FX trading expertise, Exceptional sales acumen, Financial Services experience, Sales or relationship management role, Experience in an FX institution, Experience in a commercial bank, Selling financial instruments, Solid understanding of compliance, Proven record of new business, Skilled negotiator, Fluency in Spanish, Fluency in English, Experience selling FX products
Nice to Have
Established network of contacts, Academic background in Business, Academic background in Finance, Sophisticated technical analysis, Sophisticated fundamental analysis, Sophisticated risk management practices
What You'll Do.
Set up trading accounts
Manage client relationships
Provide FX strategies
Originate new business
Leverage client relationships
Establish client relationships
Maintain client relationships
Understand investment objectives
Understand risk appetite
Understand FX requirements
Manage client portfolios
Execute cash management
Upsell product capabilities
Position Ebury solutions
Increase repeat business
Increase new business
Upsell multiple products
Cross-sell multiple products
Increase wallet-share
Build client relationships
Maintain client relationships
Present ideas to clients
Present proposals to clients
Present updates to clients
How You'll Work.
Team & Collaboration
Head up teams; Train teams; Inspire next generation; Motivate next generation; Proficient in roles
Communication Scope
Client meetings; Presenting ideas; Presenting proposals; Presenting updates
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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