Client Portfolio Manager - Mifid

Added
8 days ago
Type
Full time
Salary
Salary not provided

Related skills

payments compliance

๐Ÿ“‹ Description

  • Drive new institutional client acquisition through research, outreach, and referrals.
  • Build and maintain relationships with institutional clients; align FX needs.
  • Manage institutional portfolios; execute FX hedging, lending, payments and cash mgmt.
  • Assess competitors to better position Ebury Banking solutions.
  • Deliver KPIs: grow revenue, reduce churn, upsell, increase wallet-share.
  • Maintain client relationships through meetings and proposals.

๐ŸŽฏ Requirements

  • Strong financial services sales/relationship mgmt experience; established network preferred.
  • Experience in FX institutions or selling to institutional clients.
  • Solid understanding of compliance requirements.
  • Spanish and English fluency mandatory.
  • Experience selling FX products to institutional clients.
  • Exceptional communication skills; able to win commitment.

๐ŸŽ Benefits

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