Client Portfolio Manager - Mifid

Client Portfolio Manager – Mifid (360 role)

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 Ebury’s broad product capabilities, ensuring a best-in‑class client proposition.
• Know and understand the...