Client Portfolio Manager (Barcelona)

Client Portfolio Manager (Barcelona)

16 sep
|
Ebury
|
Barcelona

16 sep

Ebury

Barcelona

Experteer Overview
As a Client Portfolio Manager at Ebury, you will manage a portfolio of corporate clients, shaping FX strategies and financing solutions to minimize risk and maximize value. You will collaborate with a large sales team to originate and grow business, tailoring our broad product suite to client needs. You’ll structure and execute hedging, payments, and cash management solutions, while expanding wallet share and reducing churn. This role offers a clear path to leadership, mentoring colleagues and driving cross-functional impact in a fast-growing fintech. You’ll work in a collaborative, performance-driven culture focused on global growth for clients and the firm alike.

Compensaciones / Ventajas
• Manage a portfolio of corporate clients and execute a range of products (FX hedging, supplier payments financing, payments and cash management)
• Upsell Ebury’s product capabilities to deliver a best-in-class proposition
• Collaborate with sales to originate new business and understand client environments to tailor solutions
• Understand competitive landscape to position Ebury’s banking solutions
• Meet KPIs related to revenue, churn reduction, cross-selling and wallet-share growth




• Build and maintain strong client relationships through meetings and proactive communication
• Provide feedback to product/tech teams and originate new business via referrals
• Expand existing business and network for new opportunities

Responsabilidades
• Strong Financial Services experience in sales or relationship management
• Established network of contacts an advantage
• Experience in FX institutions or selling financial instruments to SMEs and corporates
• Solid understanding of compliance requirements
• Academic background in Business or Finance a plus
• Exceptional communication skills and ability to win commitment
• Technical ability in statistical/fundamental analysis and risk management
• Proven track record in upselling, cross-selling, and new client acquisition
• Skilled negotiator with ability to engage senior stakeholders
• Fluency in local language and business-level English

Requisitos principales
• generous commission structure
• broad product suite
• international development opportunities
• career development and progression
• mentorship from experienced CPMs
• cutting-edge technology tools and systems

📌 Client Portfolio Manager (Barcelona)
🏢 Ebury
📍 Barcelona

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