Client Portfolio Support

Ebury
Lisbon, Portugal
On-site

Who this role is best for

Aimed at mid-level professionals in the FX industry who thrive in fast-paced environments and can manage client relationships.

Best fit for

  • Candidates with a background in FX dealing and a strong grasp of financial markets
    — “Minimum of 1 years’ experience in the FX industry beneficial”
  • Those who can quickly adapt to new processes and platforms in a global fintech environment
    — “Fast learner with a high level of attention to detail”

Things to consider

  • The role requires in-office presence in Lisbon despite unspecified employment type
    — “Ebury Lisbon - office based”

How to stand out

  • Highlight experience with FX trading platforms and client service in your resume and interview responses
    — “Execution of FX trades (SPOT, FWD, etc.) with multiple liquidity providers, using various different trading platforms, as well as Bloomberg”
  • Showcase your ability to manage multiple departments and build client relationships in your application materials
    — “Gain an in-depth understanding of the processes within all departments including Screening, Operations, Reconciliation, Compliance and Treasury”
  • Demonstrate your fluency in both English and Portuguese, especially in client communication scenarios
    — “Fluent in English & Portuguese”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • managing a high volume of client requests
  • maintaining strong client relationships
Typical background
1+ years in the FX industrydegree in economics, business studies, or finance

Skills & requirements

Required

FX DealingClient Portfolio ManagementTrading Platforms

Preferred

Financial Markets Knowledge

Stack & domain

FX HedgingCash ManagementBloombergMathematical UnderstandingCollaborationProblem-solvingCommunicationAttention To DetailFinance

About the role

Original posting from Ebury via Greenhouse

Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.

If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future.

Client Portfolio Support

Ebury Lisbon - office based 

Due to the rapid growth of our client book we are looking to expand our dealing coverage team in [location]. The role is an excellent opportunity to work in a fast-paced environment and gain a greater understanding of FX dealing.

About the Role

In the dealing support role you will have responsibility for managing, maintaining, and assisting our portfolio of corporate clients, offering an optimum level of service. 

Responsibilities

Service a portfolio of clients through a range of different products, including FX hedging & cash management.

Execution of FX trades (SPOT, FWD, etc.) with multiple liquidity providers, using various different trading platforms, as well as Bloomberg.

Handle a high volume of incoming requests via phone and email with the dealing team.

Gain an in-depth understanding of the processes within all departments including Screening, Operations, Reconciliation, Compliance and Treasury.

Build and maintain strong relationships with clients.

Your experience

Minimum of 1 years’ experience in the FX industry beneficial

Interest and knowledge of the Financial markets

Fluent in English & Portuguese

Degree level education, ideally in economics, business studies or finance, preferred

Strong mathematical understanding

Ability to work under pressure while working accurately and efficiently

Fast learner with a high level of attention to detail

Possess a positive, enthusiastic and motivated attitude

Excellent written and verbal communication skills including an excellent phone manner

Competencies and Personal Characteristics

Ability to work under pressure while working accurately and efficiently

Fast learner with a high level of attention to detail

Possess a positive, enthusiastic and motivated attitude

Excellent written and verbal communication skills including an excellent phone manner

Ready to launch your career with a global FinTech? Click the ‘Apply’ Today and discover your potential at Ebury!

You can also connect with me on LinkedIn - Ines Figueiredo

#LI-IF1

#LI-ONSITE

About us

Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally. 

Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 2000+ Eburians across nearly 70 cities and we’re always looking to add to our team. 

At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage. 

The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.

We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.

Important Security Notice for Job Applicants:

Ebury only accepts applications via official Ebury channels. We will only contact you from an @ebury.com domain. Always check the emails you receive from us, and note that we will never request payment for any part of the recruitment process. Stay safe and report suspicious activity.

Notice to Recruitment Agencies and Search Firms:

Ebury does not accept unsolicited resumes, CVs, or candidate profiles from recruitment agencies or search firms without signed written Ebury recruitment terms in place for a specific role. Any unsolicited applications will be considered the sole property of Ebury. Ebury will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or subsequent hires.

AI Transparency Statement:

Ebury uses Artificial Intelligence (AI) and automated tools to help streamline certain parts of our recruitment process, however, these tools are strictly for administrative efficiency. All hiring decisions, including application reviews, shortlisting, and final selections are evaluated and conducted by human talent acquisition professionals and hiring managers. 

Source: Ebury careers (Greenhouse)

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