Client Portfolio Manager - Mifid

📋 Description

• Drive new institutional client acquisition via research, outreach, and networking.
• Establish and maintain relationships with institutional clients and the fund ecosystem.
• Manage institutional portfolios and execute FX hedging, lending, payments, and cash management.
• Know and understand competitors' capabilities to position Ebury Banking solutions.
• Deliver KPIs: revenue, churn reduction, upsell, cross-sell, wallet-share.
• Build relationships via client meetings, proposals, and updates.

🎯 Requirements

• Strong financial services sales/relationship mgmt experience; network is an advantage.
• Experience in FX institutions or banks, or selling to institutional clients.
• Solid understanding of compliance requirements.
• Business or Finance degree preferred.
• Fluency in Spanish and English is mandatory.
• Experience selling FX products to institutional clients.

🎁 Benefits

• Generous commission structure and unlimited earning potential.
• Impressive product suite including Trade Finance and innovative products.
• Career development and progression: CPMs move into leadership.
• Dedicated mentorship from experienced Client Portfolio Managers.
• Cutting-edge technology and tailor-made tools.
• Dynamic, supportive culture with teamwork and growth.