Account Manager

XTB online investing; Lisboa; Híbrido; EUR 24 000 - 38 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid working

Structured onboarding and training

Career development opportunities

International environment

Real responsibility from day one

Resumo da oferta

XTB Portugal is seeking a client-focused Sales/Account Manager to engage new and existing clients by phone and digital channels, explain our investment platform, and guide activation and onboarding. You’ll build trust, identify opportunities and contribute to team goals while maintaining CRM records and complying with regulations.

Based in Lisbon with hybrid work (3 days in office, 2 remote), you will join a multinational fintech environment offering onboarding, ongoing training and career

Qualificações

• 1–2 years of experience in account management, sales or another client-facing role (fintech experience a plus).
• Strong communication and presentation skills with the ability to build trust.
• Customer and results orientation with a proactive approach.
• Interest in financial markets and ability to explain information simply.
• Confidence using digital tools, CRM systems and online platforms with follow-up.
• Native or bilingual Portuguese and fluent English.
• Based in Lisbon or able to work regularly from the Lisbon office.

Responsabilidades

• Contact new users and existing clients proactively, mainly by phone and through digital channels.
• Understand each client's needs and explain XTB's products, services and platform features clearly and transparently.
• Make follow-up calls, arrange meetings when needed and support clients throughout activation and onboarding.
• Provide training on financial markets and how to use XTB's platforms and educational resources.
• Manage and retain a portfolio of clients, identify opportunities and contribute to team objectives.
• Keep client information and activity up to date in the CRM with rigorous follow-up.
• Collaborate with Sales, Research, Marketing and Customer Support to improve the client experience.
• Carry out all activity in line with regulations, procedures and XTB's quality standards.

Conhecimentos

Communication skills

Presentation skills

Persuasion

Customer orientation

Results orientation

Proactive approach

CRM proficiency

Digital literacy

Formação académica

Degree in Business Administration, Economics or Finance

Ferramentas

CRM systems

Descrição da oferta de emprego

Do you enjoy building strong client relationships, understanding their needs and helping them get the most from financial products and investment platforms?

At the XTB Portugal Sales Department, we work every day to deliver an excellent client experience. We support new and existing clients throughout their journey, providing clear and transparent information, helping them use our platforms effectively and building long-term relationships based on trust.

Since we began operating in Portugal in 2010, we have formed part of the XTB Group, a global fintech company with more than 20 years of experience, over 1,700 employees across more than 15 countries and more than 2.5 million clients worldwide.

The Sales Department works closely with Research, Marketing and Customer Support. This collaboration gives us a comprehensive view of the business and enables us to provide a consistent, high-quality service while contributing to XTB's continued growth in Portugal.

Responsibilities

• Contact new users and existing clients proactively, mainly by phone and through digital channels.


• Understand each client's needs and explain XTB's products, services and platform features clearly and transparently.


• Make follow-up calls, arrange meetings when needed and support clients throughout activation and onboarding.


• Provide practical training on financial markets and on how to use XTB's investment platforms and educational resources.


• Manage and retain a portfolio of clients, identify commercial opportunities and contribute to individual and team objectives.


• Keep client information and commercial activity up to date in the CRM, ensuring rigorous follow-up.


• Work closely with Sales, Research, Marketing and Customer Support to improve the client experience.


• Carry out all activity in line with applicable regulations, internal procedures and XTB's quality standards.

Requirements

• 1-2 years of experience in account management, sales or another client-facing commercial role; financial-sector experience is a plus.


• Strong communication and presentation skills, together with persuasion, persistence and the ability to build trust.


• Customer and results orientation, with a proactive and flexible approach.


• A strong interest in financial markets and the ability to explain information in a simple, understandable way.


• Confidence using digital tools, CRM systems and online platforms, with rigorous planning and follow-up.


• Native or bilingual Portuguese and fluent written and spoken English.


• Based in Lisbon or able to work regularly from our Lisbon office.

It would be a plus if you have

• A degree in Business Administration, Economics, Finance or a related field.


• Previous experience in fintech, banking, brokerage, investment services or another regulated environment.


• Knowledge of stocks, ETFs, investment funds or other investment products.

What we offer

• A structured onboarding plan and ongoing internal training in financial markets, products and platforms.


• Hybrid working: 3 days in the office and 2 days working remotely.


• An international, collaborative and high-performance environment in a recognised, fast-growing company.


• Real responsibility from day one and career-development opportunities within the Sales team.