Client Portfolio Manager - Mifid

Client Portfolio Manager – Mifid (360 role)
Descubra exactamente qué habilidades, experiencia y cualificaciones necesitará para tener éxito en este puesto antes de enviar su solicitud a continuación.
Ebury Madrid – Office based
Exceptional on target earnings potential*
What You’ll Do As a Client Portfolio Manager
Drive New Business Acquisition: Proactively identify, engage, and onboard new institutional clients through independent research, strategic outreach, and networking. Originate new business by leveraging existing client relationships for referrals.
Establish and maintain strong relationships with institutional clients and the fund ecosystem (investment managers, corporate service providers and fund administrators), understanding their investment objectives, risk appetite, and FX requirements.
Manage a portfolio of institutional clients, executing a range of different products, including FX hedging, lending, payments and cash management. Upsell...