Experteer Overview
As a Client Portfolio Manager in Madrid, you will manage a portfolio of corporate clients, delivering tailored FX and financing solutions to reduce risk and support growth. You will work with a large sales team to originate business, structure deals, and upsell Ebury’s product suite while maintaining strong client relationships. You’ll compare competitors to position our banking solutions effectively and drive revenue, retention, and wallet share. This role offers a clear path to leadership and mentorship within a collaborative, growth-oriented culture.
Compensaciones / Ventajas
• Manage a portfolio of corporate clients and execute a range of products (FX hedging, Supplier Payment Financing, payments, cash management)
• Upsell Ebury’s product capabilities to deliver a best-in-class client proposition
• Collaborate with the sales team to originate new business and understand client environments to tailor solutions
• Assess competitors' capabilities to position Ebury’s banking solutions
• Meet KPIs related to revenue, churn reduction, and cross-/upsell of products
• Maintain strong client relationships through meetings, proposals, and updates
• Provide feedback to technology and product teams for expansion and improvement
• Originate new business via networking and referrals
• Expand existing business and contribute to product/tech development for client needs
Responsabilidades
• Strong Financial Services experience in a sales or relationship management role
• Established network of contacts is advantageous
• Experience in FX institutions and/or selling financial instruments to SMEs and corporates
• Solid understanding of compliance requirements
• Academic background in Business or Finance is a plus
• Exceptional communication skills and ability to win commitment
• Sophisticated technical ability including statistical/fundamental analysis and risk management practices
• Proven track record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition)
• Skilled negotiator with ability to engage senior stakeholders
• Fluency in Spanish and business-level English
Requisitos principales
• generous commission structure
• international development opportunities
• mentorship from senior CPMs
• cutting-edge technology/tools
• dynamic and supportive culture
• generous benefits package
📌 Client Portfolio Manager (Madrid)
🏢 Ebury
📍 Madrid