Client Portfolio Manager - Mifid

Ebury Group; Madrid; Presencial; EUR 90.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous commission structure

Extensive FX product suite

International development

Career progression

Mentorship

Cutting-edge technology

Dynamic culture

Generous benefits

Central office

Descripción de la vacante

Ebury Group in Madrid is seeking a Client Portfolio Manager to develop, expand and manage our institutional client base. The role covers trading account setup, relationship management and deal execution for FX and related services.

Ideal candidates have proven FX trading experience, strong sales and relationship skills, and fluency in Spanish and English. This is an office-based position in Madrid with a dynamic, high-growth fintech culture.

Formación

• Strong financial services experience in sales or relationship management.
• Experience in FX institutions or selling to institutional clients.
• Excellent communication skills with ability to persuade and gain buy-in.
• Knowledge of compliance requirements relevant to financial services.
• Proven track record of identifying new business opportunities and upselling.

Responsabilidades

• Drive new institutional client acquisition through research, outreach, and referrals.
• Build and maintain relationships with institutional clients and fund ecosystem.
• Manage a portfolio offering FX hedging, lending, payments and cash management.
• Position Ebury Banking solutions against competition and gaps.
• Deliver KPIs: revenue, churn reduction, wallet share growth.
• Lead client meetings and present ideas, proposals, and updates.

Conocimientos

Financial services sales

FX trading experience

exceptional communication

Relationship management

Negotiation skills

Client acquisition & upselling

Bilingual Spanish/English

Educación

Business or Finance background

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 dealing, trading and account management experience. The successful candidate will help to develop, expand and manage the Institutional client base, 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.

This is a 360‑degree role requiring proven dealing and FX trading expertise, exceptional sales acumen, and a passion for both acquiring new clients and nurturing existing relationships.

What you’ll do as a Client Portfolio Manager

• Drive New Business Acquisition: Proactively identify, engage, and onboard new institutional clients through independent research, strategic outreach, and networking. Originate new business by leveraging existing client relationships for referrals.
• Establish and maintain strong relationships with institutional clients and the fund ecosystem (investment managers, corporate service providers and fund administrators), understanding their investment objectives, risk appetite, and FX requirements.
• Manage a portfolio of institutional clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll upsell Ebury’s broad product capabilities, ensuring a best‑in‑class client proposition.
• 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.

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 institutional 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 English is mandatory.
• Experience in selling FX products to institutional clients (mandatory).

Why Ebury?

• Generous commission structure and unlimited earning potential.
• An impressive product suite including Trade Finance and other innovative 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, typically including health care and social benefits.
• Central Office: A fantastic location with excellent transport links.

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 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team.

At the heart of our offering stands 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.

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.