Client Portfolio Manager - Mifid

ebury anz; Madrid; Presencial; EUR 80.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous commission structure

International development opportunities

Dedicated mentorship

Generous benefits package

Descripción de la vacante

Ebury anz is seeking a motivated Client Portfolio Manager for its Madrid office. The successful candidate will develop and manage institutional clients, focusing on FX trading and account management.

Key responsibilities include acquiring new clients, managing portfolios, and ensuring compliance while providing great client service. This role demands a strong background in financial services and fluency in both Spanish and English.

Generous commission structure, career development opportunities, and a dynamic culture await you at Ebury.

Formación

• Strong financial services experience in a sales or relationship management role.
• Experience working in an established FX institution or selling financial instruments.
• Solid understanding of compliance requirements.
• Proven record of identifying and pursuing new business opportunities.

Responsabilidades

• Proactively identify and onboard new institutional clients.
• Manage a portfolio of institutional clients, executing various products.
• Deliver on specific KPIs to improve revenue and reduce churn.
• Build and maintain strong client relationships through effective communication.

Conocimientos

Sales expertise

Client relationship management

Fluency in Spanish

Fluency in English

Technical ability in statistical analysis

Negotiation skills

Educación

Academic background in business or finance

Descripción del empleo

Client Portfolio Manager - Mifid (360 role)

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. CPMs offer expert and bespoke suggestions and ideas to clients, providing strategies to minimise FX risk challenges. They plan, structure and execute deals, giving clients the best value while contributing to Ebury’s growth. The best CPMs go on to head up and train teams, ensuring the next generation is inspired, motivated and proficient. This is a 360‑degree role requiring proven dealing and FX trading expertise, exceptional sales acumen, and a passion for 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. 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 and 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 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 and 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 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 prioritised.
• Generous benefits package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
• Central office: A fantastic location with excellent transport links.