Ebury

2 weeks ago

Client Portfolio Manager - Mifid

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of institutional clients in Madrid by executing FX trading and related financial products, from account setup to deal execution. Proactively acquire new clients through strategic outreach and networking, while maintaining strong relationships across the fund ecosystem. Deliver on KPIs including revenues and wallet-share, present proposals to senior stakeholders, and use compliance knowledge, analysis, and risk management practices to optimize client outcomes.

Location: Madrid

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Key Responsibilities

•Drive new business acquisition by identifying, engaging, and onboarding new institutional clients through research, outreach, and networking.
•Establish and maintain relationships with institutional clients and fund ecosystem stakeholders, understanding objectives, risk appetite, and FX requirements.
•Manage a portfolio of institutional clients by executing FX hedging, lending, payments, and cash management products; upsell additional capabilities.
•Know and understand competitors’ capabilities and gaps to position Ebury’s banking solutions.
•Deliver KPIs including repeat and new business revenues, reducing churn, and increasing wallet-share through cross-selling and client meetings.

Pay and Benefits

Perks:Health InsuranceSocial Benefits

Key Requirements

•Strong financial services experience in a sales or relationship management role, with an established network as an advantage.
•Experience working in an FX institution and/or commercial bank, or selling other financial instruments to institutional clients.
•Solid understanding of relevant compliance requirements.
•Exceptional communication skills to win commitment and buy-in with senior stakeholders.
•Mandatory fluency in Spanish and English, and mandatory experience selling FX products to institutional clients.

Experience:Financial servicesFX tradingInstitutional clients

Skills:CommunicationNegotiationRelationship buildingRisk managementClient-focused sales

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

2 weeks ago

Client Portfolio Manager - Mifid

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Madrid

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Key Responsibilities

•Drive new business acquisition by identifying, engaging, and onboarding new institutional clients through research, outreach, and networking.
•Establish and maintain relationships with institutional clients and fund ecosystem stakeholders, understanding objectives, risk appetite, and FX requirements.
•Manage a portfolio of institutional clients by executing FX hedging, lending, payments, and cash management products; upsell additional capabilities.
•Know and understand competitors’ capabilities and gaps to position Ebury’s banking solutions.
•Deliver KPIs including repeat and new business revenues, reducing churn, and increasing wallet-share through cross-selling and client meetings.

Pay and Benefits

Perks:Health InsuranceSocial Benefits

Key Requirements

•Strong financial services experience in a sales or relationship management role, with an established network as an advantage.
•Experience working in an FX institution and/or commercial bank, or selling other financial instruments to institutional clients.
•Solid understanding of relevant compliance requirements.
•Exceptional communication skills to win commitment and buy-in with senior stakeholders.
•Mandatory fluency in Spanish and English, and mandatory experience selling FX products to institutional clients.

Experience:Financial servicesFX tradingInstitutional clients

Skills:CommunicationNegotiationRelationship buildingRisk managementClient-focused sales

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