Client Portfolio Manager - Mifid

Added
15 days ago
Type
Full time
Salary
Salary not provided

Related skills

relationship management compliance spanish english institutional clients

๐Ÿ“‹ Description

  • Drive new business by identifying, engaging, and onboarding institutional clients.
  • Build and maintain relationships with institutional clients and the fund ecosystem.
  • Manage portfolios; execute FX hedging, lending, payments, and cash management.
  • Understand competitors to position Ebury's Banking solutions.
  • Deliver on KPIs: revenue growth, churn reduction, upsell, wallet share.
  • Build client relationships through meetings, proposals, and updates.

๐ŸŽฏ Requirements

  • Strong Financial Services sales/relationship mgmt experience.
  • FX experience with institutional clients.
  • Solid understanding of compliance requirements.
  • Academic background in Business or Finance.
  • Exceptional communication skills; ability to win commitment.
  • Fluency in Spanish and English.

๐ŸŽ Benefits

  • Generous commission structure and unlimited earning potential.
  • Impressive product suite including Trade Finance.
  • International development opportunities and global Boot Camps.
  • Career development and progression within FX leadership.
  • Dedicated mentorship from experienced CPMs.
  • Cutting-edge technology and tailor-made tools.
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