Client Portfolio Manager - Mifid
On-site · Madrid, Madrid, Spain
Job Summary
Client Portfolio Manager (360 role) in Madrid Office overseeing institutional clients, dealing and FX trading, account management, and deal execution. Responsible for onboarding new institutional clients, managing FX hedging, lending, payments, and cash management, upselling Ebury’s product capabilities, maintaining relationships, and delivering KPIs for revenues and client retention. Strong financial services sales/relationship background, FX experience, compliance knowledge, and bilingual Spanish/English communication. Opportunities for leadership and mentorship within a growing fintech environment.
Required Qualifications
- proven dealing and FX trading experience
- experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to institutional clients
- Solid understanding of relevant compliance requirements
- Academic background in Business or Finance is a plus
- Exceptional communication skills, able to win commitment and buy-in
- Sophisticated technical ability; statistical/fundamental analysis & risk management practices
- Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition)
- Skilled negotiator, able to build and leverage relationships at senior levels
- Fluency in Spanish and English is mandatory
- Experience in selling FX products to institutional clients (mandatory)
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