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3 часа назад

Client Portfolio Manager - Mifid (Fintech)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Spain
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR

Client Portfolio Manager (Fintech): Managing and expanding an institutional client base with an accent on FX risk strategies and business acquisition. Focus on executing FX hedging products, nurturing high-level corporate relationships, and driving revenue through upselling and cross-selling.

Location: Office based in Madrid, Spain

Company

hirify.global delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform to help businesses scale globally.

What you will do

  • Identify, engage, and onboard new corporate clients through strategic outreach and networking.
  • Manage a portfolio of institutional clients, providing bespoke strategies to minimize FX risk challenges.
  • Execute a range of products including FX hedging, lending, payments, and cash management.
  • Collaborate with the sales team to assist in business origination and increase wallet-share.
  • Deliver on specific KPIs, including repeat and new business revenues and reducing client churn.
  • Provide feedback to technology and product managers to expand existing business capabilities.

Requirements

  • Strong experience in financial services within a sales or relationship management role.
  • Experience working in an established FX institution and/or commercial bank.
  • Solid understanding of relevant compliance requirements.
  • Fluency in Spanish and strong business-level English.
  • Proven record of new client acquisition and ability to negotiate at senior levels.

Nice to have

  • Academic background in Business or Finance.
  • An established network of contacts within the financial sector.

Culture & Benefits

  • Generous commission structure with unlimited earning potential.
  • International development opportunities, including global Boot Camps.
  • Dedicated mentorship from experienced Client Portfolio Managers.
  • Access to cutting-edge proprietary tools and systems.
  • Competitive benefits package, typically including healthcare and social benefits.

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