Client Portfolio Manager

Ebury; Bellprat; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Generous commission structure

International development

Career development and progression

Mentorship from senior CPMs

Cutting-edge technology

Dynamic & supportive culture

Generous benefits package

Central office with great transport

Job summary

Ebury Barcelona is seeking a Client Portfolio Manager to oversee a portfolio of corporate clients, manage FX hedging, supplier payments financing, payments and cash management, and upsell Ebury’s product suite. You will collaborate with a large sales team to understand clients' strategies, provide bespoke solutions, and position Ebury’s Banking capabilities while driving growth and reducing churn.

This office-based role offers exceptional earning potential and a clear path to leadership within a

Qualifications

• Strong Financial Services experience in a sales or relationship management role.
• Experience in FX institution and/or commercial bank or selling financial instruments to SMEs and corporates.
• Solid understanding of compliance requirements.
• Academic background in Business or Finance is a plus.
• Exceptional communication skills and ability to win commitment.
• Strong analytics and risk management capabilities.
• Proven ability to identify and pursue new business opportunities.

Responsibilities

• Manage a portfolio of corporate clients; execute a range of products including FX hedging and payments.
• Upsell Ebury’s product suite and maintain a best-in-class client proposition.
• Collaborate with a large sales team to originate business and understand client environments.
• Position Ebury banking solutions against competitors and drive wallet-share growth.
• Maintain strong client relationships through meetings and presentations.
• Provide feedback to technology and product managers for improvements.
• Originate new business via networking and referrals.

Skills

FX knowledge

Client relationship mgmt

Sales experience

Negotiation

Education

Business or Finance

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.

Ebury Barcelona- Office based

*Exceptional on target earnings potential*

We are looking for a Client Portfolio Manager in our BarcelonaOffice, with proven dealing, trading and account management experience. The successful candidate will manage a portfolio of clients 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.

What you’ll do as a Client Portfolio Manager

• Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, supplier payments financing, payments and cash management. You’ll upsell Ebury’s broad product capabilities, ensuring a best-in-class client proposition.
• Collaborate with a large, successful sales team to assist in business origination. Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite.
• Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions.
• Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.
• Building and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients.
• Expand existing business and provide feedback to technology and product managers.
• Originate new business via networking with existing clients for business referrals.

What you’ll need

• Strong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage.
• Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients
• Solid understanding of relevant compliance requirements.
• Academic background in Business or Finance is a plus
• Exceptional communication skills, able to win commitment and buy-in.
• Sophisticated technical ability; 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 the local language and strong business-level English

Why Ebury?

• Generous commission structure and unlimited earning potential
• An impressive product suite including Supplier Payment Financing with more innovative and cutting edge products.
• International development opportunities including attending global Boot Camps.
• Career development and progression: Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions.
• Dedicated Mentorship: Learn directly from experienced Client Portfolio Managers who are invested in your success.
• Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
• Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
• Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
• CentralOffice: A fantastic location with excellent transport links.

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About us

Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.

Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 2000+ Eburians across nearly 70 cities and we’re always looking to add to our team.

At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.

The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.

We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.