Client Portfolio Manager

hace 1 semana


Madrid, España Ebury A tiempo completo

Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we've grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You'll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.

**Client Portfolio Manager**

**Ebury Madrid**:

- Office based**

**Exceptional on target earnings potential**

Our CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury's growth.

Our best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles.

**What you'll do as a Client Portfolio Manager**
- Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You'll upsell Ebury's broad product capabilities, ensuring a best-in-class client proposition.
- Collaborate with a large, successful sales team to assist in business origination. Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite.
- Know and understand the competition's capabilities and gaps to better position Ebury's Banking solutions.
- Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.
- Building and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients.
- Expand existing business and provide feedback to technology and product managers.
- Originate new business via networking with existing clients for business referrals.

**What you'll need**
- Strong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage.
- Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate 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 strong business-level English

**Why Ebury?**
- **Generous commission structure and unlimited earning potential**:

- **An impressive product suite** including Trade Finance with more innovative and cutting edge products.
- **International development opportunities** including attending global Boot Camps.
- **Career development and progression**:Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions.
- **Dedicated Mentorship**:Learn directly from experienced Client Portfolio Managers who are invested in your success.
- **Cutting-Edge Technology**:Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
- **Dynamic & Supportive Culture**:Work in a collaborative environment where teamwork and personal growth are prioritized.
- **Generous Benefits Package**:Access competitive benefits tailored to your location, which typically include health care and social benefits.
- **Central** Madrid**Office**:A fantastic location with excellent transport links.

**Click the 'Apply' Today and discover your potential at Ebury**

You can also connect with me (Helga Barros) on LinkedIn.

LI-HB1

LI-ONSITE

**About Us**

**Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector.**

Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 29 markets worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Vancouver to Auckland, we enjoy sharing team experiences and celebrating success across the Ebury family.

Hard work pays off: in 2019, Ebury received a £350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies.

None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collabo



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