1 day ago

Client Portfolio Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Manage a portfolio of corporate clients by overseeing trading account setup, relationship management, and deal execution. Deliver FX hedging, lending, payments, and cash management solutions, upselling and cross-selling to grow wallet-share and reduce churn. Partner with a successful sales team to support business origination, understand client strategies and industry needs, and present ideas and proposals while meeting KPI-driven revenue targets.

Location: Madrid

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Key Responsibilities

•Manage a portfolio of corporate clients and execute products including FX hedging, lending, payments, and cash management.
•Upsell and cross-sell Ebury’s product capabilities while delivering KPI targets such as new/repeat revenue, churn reduction, and wallet-share growth.
•Collaborate with the sales team on business origination by understanding client strategies and industry context to propose best-fit solutions.
•Build and maintain client relationships through meetings and professional presentations of ideas, proposals, and updates.
•Identify and pursue new business opportunities through networking and provide feedback to technology and product managers.

Pay and Benefits

Perks:Health Insurance

Key Requirements

•Strong financial services experience in a sales or relationship management role, with an established network of contacts.
•Experience working at an FX institution and/or commercial bank, or selling financial instruments to SMEs and corporate clients.
•Solid understanding of relevant compliance requirements.
•Exceptional communication skills to win commitment and buy-in, and skilled negotiation at senior levels.
•Sophisticated technical ability with statistical/fundamental analysis and risk management practices.

Education:

Skills:CommunicationNegotiationRelationship managementRisk managementClient-facing presentation

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

Website LinkedIn

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Ebury

1 day ago

Client Portfolio Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: Madrid

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Key Responsibilities

•Manage a portfolio of corporate clients and execute products including FX hedging, lending, payments, and cash management.
•Upsell and cross-sell Ebury’s product capabilities while delivering KPI targets such as new/repeat revenue, churn reduction, and wallet-share growth.
•Collaborate with the sales team on business origination by understanding client strategies and industry context to propose best-fit solutions.
•Build and maintain client relationships through meetings and professional presentations of ideas, proposals, and updates.
•Identify and pursue new business opportunities through networking and provide feedback to technology and product managers.

Pay and Benefits

Perks:Health Insurance

Key Requirements

•Strong financial services experience in a sales or relationship management role, with an established network of contacts.
•Experience working at an FX institution and/or commercial bank, or selling financial instruments to SMEs and corporate clients.
•Solid understanding of relevant compliance requirements.
•Exceptional communication skills to win commitment and buy-in, and skilled negotiation at senior levels.
•Sophisticated technical ability with statistical/fundamental analysis and risk management practices.

Education:

Skills:CommunicationNegotiationRelationship managementRisk managementClient-facing presentation

Languages:SpanishEnglish

Company Brief

Ebury

Industry: Payments

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Funding: Private Equity Backed

Headquarters: London, United Kingdom

Founded: 2009

Website LinkedIn