At a Glance
- Tasks: Drive new business, manage client relationships, and execute FX trading strategies.
- Company: Ebury, a dynamic company focused on global growth and innovation.
- Benefits: Generous commission structure, career development, and competitive benefits.
- Other info: Opportunities for mentorship and international development in a vibrant office.
- Why this job: Join a supportive team and shape the future of global finance.
- Qualifications: Experience in financial services, strong communication skills, and fluency in Spanish and English.
The predicted salary is between 50000 - 70000 £ per year.
Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.
If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future.
We are looking for a Client Portfolio Manager in our Madrid Office, with proven dealing, trading and account management experience. The successful candidate will help to develop, expand and manage the Institutional client base, taking responsibility for trading account set up, relationship management and deal execution.
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. This is a 360-degree role requiring proven dealing and FX trading expertise, exceptional sales acumen, and a passion for both acquiring new clients and nurturing existing relationships.
What you’ll do as a Client Portfolio Manager:
- Drive New Business Acquisition: Proactively identify, engage, and onboard new institutional clients through independent research, strategic outreach, and networking. Originate new business by leveraging existing client relationships for referrals.
- Establish and maintain strong relationships with institutional clients and the fund eco-system (investment managers, corporate service providers and fund administrators), understanding their investment objectives, risk appetite, and FX requirements.
- Manage a portfolio of institutional 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.
- 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.
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 institutional 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 English is mandatory.
- Experience in selling FX products to institutional clients (mandatory).
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 Office: A fantastic location with excellent transport links.
Client Portfolio Manager - Mifid employer: Ebury
Ebury is an exceptional employer that prioritises the growth and success of its employees, offering a dynamic and supportive culture in the heart of Madrid. With generous commission structures, unlimited earning potential, and dedicated mentorship from experienced professionals, Ebury empowers its Client Portfolio Managers to thrive while fostering innovation and collaboration. The company also provides international development opportunities and access to cutting-edge technology, making it an ideal place for those looking to advance their careers in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager - Mifid
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ebury. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Portfolio Manager - Mifid
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ebury.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ebury's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ebury
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ebury.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ebury will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ebury employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
