Client Growth Manager - Fintech (Hybrid, Lisbon)

XTB online investing; Lisboa; Hybrid; EUR 32,000 - 45,000; Full time

Benefits offered by this job

Hybrid working (3 days in-office, 2 at

Job summary

XTB Portugal Sales Department in Lisbon is seeking a client-focused account manager to build strong relationships, understand client needs and explain XTB's products and platform features clearly.

You will activate and onboard clients, deliver practical training on financial markets, manage a portfolio, and collaborate with Sales, Research, Marketing and Customer Support to enhance the client experience.

Qualifications

• 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.

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.

Skills

Account management

Sales experience

CRM proficiency

Financial markets

Communication

Education

Degree in Business/Finance

Tools

CRM software

Job description

XTB Portugal Sales Department in Lisbon is seeking a client-focused account manager to build strong relationships, understand client needs and explain XTB's products and platform features clearly.

You will activate and onboard clients, deliver practical training on financial markets, manage a portfolio, and collaborate with Sales, Research, Marketing and Customer Support to enhance the client experience.