Client Portfolio Manager

Ebury; Madrid; Presencial; EUR 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous commission

International development

Career progression

Mentorship

Cutting-edge technology

Dynamic culture

Benefits package

Central Madrid office

Descripción de la vacante

Ebury Madrid is seeking a Client Portfolio Manager to manage a portfolio of corporate clients, execute FX hedging, financing and payments, and upsell Ebury’s product capabilities. You will collaborate with a large sales team to understand client environments and tailor solutions.

The role emphasizes building long-term client relationships, achieving KPIs, reducing churn, and expanding wallet share, with opportunities to train teams and advance.

Formación

• Strong Financial Services experience in sales or relationship management.
• Academic background in Business or Finance is a plus.
• Experience in FX hedging and payments is preferred.

Responsabilidades

• Manage a portfolio of corporate clients and execute FX hedging, supplier payment financing, payments and cash management.
• Upsell Ebury’s product capabilities to maximize client value.
• Collaborate with a large sales team to originate business and tailor solutions.

Conocimientos

Financial services sales

Relationship management

FX trading

Compliance knowledge

Business/Finance degree

Communication skills

Risk management

Negotiation

Spanish + English

Educación

Business or Finance degree

Herramientas

CRM systems

Descripción del empleo

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 Madrid - Office based

*Exceptional on target earnings potential*

We are looking for a Client Portfolio Manager in our Madrid Office, with proven client portfolio management, 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 Payment Finance, 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 Spanish 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.
• Central Madrid Office: A fantastic location with excellent transport links.

You can also connect with me (Helga Barros) on LinkedIn.

#LI-HB1

#LI-ONSITE

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.

Important Security Notice for Job Applicants

Ebury only accepts applications via official Ebury channels. We will only contact you from [e-mail] domain. Always check the emails you receive from us, and note that we willnever request payment for any part of the recruitment process. Stay safe and report suspicious activity.

Notice to Recruitment Agencies and Search Firms

Ebury does not accept unsolicited resumes, CVs, or candidate profiles from recruitment agencies or search firms without signed written Ebury recruitment terms in place for a specific role. Any unsolicited applications will be considered the sole property of Ebury. Ebury will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or subsequent hires.

AI Transparency Statement

Ebury uses Artificial Intelligence (AI) and automated tools to help streamline certain parts of our recruitment process, however, these tools are strictly for administrative efficiency. All hiring decisions, including application reviews, shortlisting, and final selections are evaluated and conducted by human talent acquisition professionals and hiring managers.