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← Ebury

Client Portfolio Manager

Ebury
Location
Mexico City
Posted
12 days ago
Department
Client Portfolio Management
What they actually want (must-haves)
  • Strong Financial Services experience in a sales or relationship management role
  • Experience of working in an established FX institution and/or commercial bank
  • Solid understanding of relevant compliance requirements
  • Exceptional communication skills
  • Sophisticated technical ability; statistical/fundamental analysis & risk management practices
  • Proven record of identifying and pursuing new business opportunities
Nice to have
  • Academic background in Business or Finance
  • An established network of contacts is a distinct advantage
What the job really is

As a Client Portfolio Manager at Ebury in Mexico City, you will manage a portfolio of corporate clients, focusing on trading account setup, relationship management, and deal execution. Your role involves providing tailored FX strategies, collaborating with a sales team, and expanding business through client interactions while meeting specific KPIs for revenue and client retention.

Benefits
  • Generous commission structure and unlimited earning potential
  • International development opportunities including attending global Boot Camps
  • Career development and progression
  • Dedicated Mentorship from experienced Client Portfolio Managers
  • Cutting-Edge Technology tools and systems
  • Dynamic & Supportive Culture
Things to weigh
  • Office-based role with a 5-day work week
  • No salary figures provided
  • Focus on upselling and cross-selling may require strong sales skills
  • High expectations for KPIs related to revenue and client retention
Job score3.4/5
Benefits4/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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