Client Portfolio Manager

Ebury
Madrid
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Communication","Negotiation","Risk management","Problem-solving","Relationship building"]

Manage a portfolio of corporate clients in Madrid, owning trading account setup, deal execution, and ongoing relationship management. Execute and upsell FX hedging, Supplier Payment Finance, payments, and cash management while partnering with a large sales team on business origination. Deliver KPI-driven growth through repeat/new revenues, reduced churn, and increased wallet share, and help expand business while providing feedback to product and technology teams.

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FursaFursa
Ebury
Ebury
1 day ago

Client Portfolio Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Manage a portfolio of corporate clients in Madrid, owning trading account setup, deal execution, and ongoing relationship management. Execute and upsell FX hedging, Supplier Payment Finance, payments, and cash management while partnering with a large sales team on business origination. Deliver KPI-driven growth through repeat/new revenues, reduced churn, and increased wallet share, and help expand business while providing feedback to product and technology teams.
Location: Madrid
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Manage a portfolio of corporate clients, executing products including FX hedging, Supplier Payment Finance, payments, and cash management.
  • •Upsell Ebury’s product suite and position Ebury’s banking solutions by understanding client environments and competitive capabilities.
  • •Deliver KPI targets across repeat and new business revenues, churn reduction, upselling/cross-selling, and wallet-share growth.
  • •Build and maintain client relationships through professional client meetings and presentations of ideas, proposals, and updates.
  • •Originate new business via networking and provide feedback to technology and product managers.

Pay and Benefits

Perks:Health InsuranceSocial Benefits

Key Requirements

  • •Strong financial services experience in a sales or relationship management role.
  • •Experience working in an FX institution and/or commercial bank, or selling financial instruments to SMEs and corporate clients.
  • •Solid understanding of relevant compliance requirements.
  • •Fluency in Spanish and strong business-level English.
  • •Sophisticated technical ability in statistical/fundamental analysis and risk management, with strong communication and negotiation skills.
Experience:Financial servicesFXCommercial bankingFintechPayments
Education:
Skills:CommunicationNegotiationRisk managementProblem-solvingRelationship building
Languages:SpanishEnglish

Company Brief

Ebury
Provides international payments, FX, and treasury solutions for SMEs and mid-market companies, enabling cross-border transactions, multi-currency accounts, and financing services to support global trade and cash flow management.
Industry: Payments
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: Private Equity Backed
Headquarters: London, United Kingdom
Founded: 2009
WebsiteLinkedIn