Client Portfolio Manager - Mifid (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
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
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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