Institutional Account Manager

Xtb

Warszawa

On-site

PLN 90,000 - 130,000

Full time

3 days ago
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Benefits offered by this job

Global institutional client exposure
Direct product development influence
Collaborative cross-team culture
Professional development and learning
Competitive compensation and benefits

Job summary

Xtb in Warszawa is seeking a result-driven Onboarding & Institutional Client Specialist to oversee the full onboarding journey of B2B partners on the X Open Hub platform. You will be the primary relationship owner for banks and brokers, coordinating with IT, Trading, and Operations to deliver timely, high-quality service, while analyzing client needs and driving product adoption across global markets.

Join a fast-growing fintech environment and influence product development with direct client

Qualifications

  • 1–2 years of experience in a financial institution (Brokerage, Bank, Fintech).
  • Fluency in English (written and spoken).
  • University degree (BA/MA) in Economics, Finance, or a related field.
  • Solid understanding of FX markets and OTC derivatives.
  • Strong interest in working with institutional clients across global jurisdictions.
  • Proactive, solution-oriented mindset with the ability to work under time pressure.
  • High proficiency in MS Office and confidence using complex trading software.

Responsibilities

  • Oversee onboarding journey for B2B partners ensuring smooth and timely integration into the X Open Hub platform.
  • Act as the primary relationship owner for institutional clients (Banks, Brokers), fostering long-term cooperation and business growth.
  • Coordinate with internal teams - IT, Trading, Operations - to deliver fast, high-quality service to corporate partners.
  • Analyse complex client requirements and translate them into actionable business solutions and technical implementations.
  • Conduct professional training sessions for institutional clients to maximise adoption of our tools and offerings.
  • Monitor global market trends and competitive activity to support strategic positioning and product evolution.
  • Drive the introduction of new B2B products, tools, and financial instruments across existing and new partners.

Skills

English fluency
Institutional client focus
Proactive mindset
Time management under pressure

Education

BA/MA in Economics or Finance

Tools

MS Office
Trading software

Job description

Responsibilities
  • Oversee the full onboarding journey for B2B partners, ensuring smooth and timely integration into the X Open Hub platform.
  • Act as the primary relationship owner for institutional clients (Banks, Brokers), fostering long-term cooperation and business growth.
  • Coordinate with internal teams - IT, Trading, Operations - to deliver fast, high-quality service to corporate partners.
  • Analyse complex client requirements and translate them into actionable business solutions and technical implementations.
  • Conduct professional training sessions for institutional clients to maximise adoption of our tools and offerings.
  • Monitor global market trends and competitive activity to support strategic positioning and product evolution.
  • Drive the introduction of new B2B products, tools, and financial instruments across existing and new partners.
Requirements
  • 1-2 years of experience in a financial institution (Brokerage, Bank, Fintech).
  • Fluency in English (written and spoken); additional languages are a strong advantage.
  • University degree (BA/MA) in Economics, Finance, or a related field.
  • Solid understanding of FX markets and OTC derivatives.
  • Strong interest in working with institutional clients across global jurisdictions.
  • High proficiency in MS Office and confidence using complex trading software.
  • Proactive, solution‑oriented mindset with the ability to work under time pressure.
What we offer
  • Opportunity to work with global institutional clients in a fast‑growing fintech environment.
  • Direct influence on B2B product development and market expansion initiatives.
  • Collaborative culture with close cooperation across IT, Trading, Operations, and Business teams.
  • Professional development through exposure to advanced trading technologies and institutional workflows.
  • Competitive compensation package and benefits aligned with market standards.
  • Access to modern tools, resources, and continuous learning opportunities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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