Client Portfolio Manager - Mifid (Fintech)

TL;DR

Client Portfolio Manager - Mifid (Fintech): Drive new business acquisition and manage institutional client portfolios, executing FX hedging, lending, payments, and cash management with an accent on relationship building, deal execution, and upselling product capabilities. Focus on identifying opportunities, understanding client FX risk needs, and delivering on KPIs like revenue growth and client retention.

Location: Office based in Madrid, Spain

Company

Fast-growing fintech leader delivering integrated solutions for business accounts, hedging, and financing on a proprietary platform to help businesses scale globally.

What you will do

• Drive new business acquisition by identifying, engaging, and onboarding institutional clients through research, outreach, and referrals.
• Build and maintain strong relationships with institutional clients, investment managers, and fund ecosystem partners.
• Manage client portfolios, executing FX hedging, lending, payments, and cash management while upselling products.
• Analyze competition to position hirify.global’s solutions effectively.
• Deliver on KPIs including new/repeat revenues, churn reduction, upselling, and wallet-share growth.
• Conduct client meetings, presenting proposals and updates confidently.

Requirements

• Fluency in Spanish and English is mandatory
• Experience in selling FX products to institutional clients (mandatory)
• Strong financial services experience in sales or relationship management.
• Experience in FX institution, commercial bank, or selling financial instruments to institutions.
• Solid understanding of compliance requirements.
• Proven record in new business opportunities, upselling, cross-selling.
• Exceptional communication, negotiation, and technical analysis skills.

Culture & Benefits

• Generous commission structure with unlimited earning potential.
• Impressive product suite including trade finance and cutting-edge tools.
• International development opportunities like global Boot Camps.
• Career progression to leadership and coaching roles with dedicated mentorship.
• Dynamic, supportive culture prioritizing teamwork and growth.
• Competitive benefits package including health care and social benefits; central office with excellent transport.