Lisbon Hybrid Account Manager — FinTech Growth

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

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