Client Portfolio Support
Ebury is hiring a Client Portfolio Support in Lisbon, Portugal. Level rates it ; you can apply on Ebury.
Level's read on this job
- Level rates this role Little AI ●○○○: aI is not part of the work.
- Tools and skills the posting cites include Bloomberg, fx trading and client relations.
- Level classifies it as a junior role.
- Level lists 161 other open roles at Ebury.
- The role was posted within the past two weeks.
AI in this role
Manage client portfolios and execute FX trades in a fast-paced FinTech environment.
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!
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#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.
How we rate this
Client Portfolio Support at Ebury rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where fx trading was part of your work. What did you do?
- Tell me about a project where client relations was part of your work. What did you do?
- Tell me about a project where financial markets was part of your work. What did you do?
- What's a project where you used Bloomberg hands-on?
Adapt your resume
- List these exact terms on your resume: Fx Trading, Client Relations, Financial Markets, and Bloomberg. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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