Client Portfolio Manager - Mifid

Added
1 hour ago
Type
Full time
Salary
Salary not provided

Related skills

payments compliance fx relationshipmanagement cashmanagement

๐Ÿ“‹ Description

  • Drive new institutional client acquisition and onboarding.
  • Build relationships with institutional clients and the fund ecosystem.
  • Manage institutional client portfolios; execute FX hedging, lending, payments, cash mgmt.
  • Understand competition to position Ebury's Banking solutions.
  • Deliver KPIs: revenue, retention, upsell and wallet share.
  • Present ideas and updates to clients in meetings.

๐ŸŽฏ Requirements

  • Financial services sales/relationship mgmt exp; established network.
  • FX institution/bank experience or selling to institutional clients.
  • Knowledge of relevant compliance requirements.
  • Fluency in Spanish and English is mandatory.
  • Exceptional communication and ability to win commitment.
  • Experience selling FX products to institutional clients.

๐ŸŽ Benefits

  • Generous commission structure and unlimited earning potential.
  • Product suite including Trade Finance and innovative offerings.
  • International development opportunities and global boot camps.
  • Career development and progression; FX knowledge to leadership.
  • Dedicated mentorship from experienced CPMs.
  • Cutting-edge technology and tailor-made tools.
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