PT Account Manager

XTB online investing; Lisboa; Híbrido; EUR 32 000 - 45 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work schedule

Structured onboarding and training

International, high-performance team

Career development opportunities

Resumo da oferta

XTB Portugal is seeking a proactive account manager to strengthen client relationships and promote our financial platforms. You will contact new and existing clients by phone and digital channels, understand their needs, explain XTB products, and support activation and onboarding.

Hybrid work arrangement and ongoing training are provided. You will join a collaborative, international team focused on client success and growth within the Sales department.

Qualificações

• 1-2 years in account management or client-facing sales.
• Strong communication and presentation skills.
• Fluent Portuguese and English; based in Lisbon.

Responsabilidades

• Proactively contact new users and existing clients by phone and digital channels.
• Understand client needs and explain XTB's products clearly.
• Support activation and onboarding of clients.
• Provide training on financial markets and on XTB platforms and resources.
• Manage and retain a client portfolio, identify opportunities and contribute to targets.
• Keep CRM data up to date with rigorous follow-up.
• Collaborate with Sales, Research, Marketing and Customer Support to improve the client experience.
• Carry out activities in line with regulations and XTB standards.

Conhecimentos

Account management

Sales

Communication

CRM tools

Financial markets knowledge

Portuguese fluency

English fluency

Formação académica

Business/ Economics/ Finance degree

Ferramentas

CRM software

Descrição da oferta de emprego

The PT XTB Team keeps growing!

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.

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.