{"id":802668,"url":"https://alion.io/job/xtb-pt-account-manager","title":"PT Account Manager","company":{"id":2723,"name":"XTB","domain":"xtb.com","url":"https://alion.io/company/xtb","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"A","score":96,"open_postings":4,"ghost_share":0,"stale_share":0,"repost_share":0.25,"time_to_fill_p50_days":51,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Marketing","role_family":"Marketing","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lisbon, Portugal"],"countries":["PT"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-09T16:53:35Z","employer_posted_date":"2026-09-09","last_verified_at":"2026-11-08T01:46:22Z","board_verified":true,"closed_at":null,"days_open":59,"trust":{"level":"ok","repost_count":2,"flags":["repost"],"days_open":58},"description":"The PT XTB Team keeps growing!\nDo you enjoy building strong client relationships, understanding their needs and helping them get the most from financial products and investment platforms?\nAt the XTB Portugal Sales Department, we work every day to deliver an excellent client experience. We support new and existing clients throughout their journey, providing clear and transparent information, helping them use our platforms effectively and building long-term relationships based on trust.\nSince we began operating in Portugal in 2010, we have formed part of the XTB Group, a global fintech company with more than 20 years of experience, over 1,700 employees across more than 15 countries and more than 2.5 million clients worldwide.\nThe Sales Department works closely with Research, Marketing and Customer Support. This collaboration gives us a comprehensive view of the business and enables us to provide a consistent, high-quality service while contributing to XTB’s continued growth in Portugal.\nResponsibilities\nContact new users and existing clients proactively, mainly by phone and through digital channels.\n\nUnderstand each client's needs and explain XTB's products, services and platform features clearly and transparently.\n\nMake follow-up calls, arrange meetings when needed and support clients throughout activation and onboarding.\n\nProvide practical training on financial markets and on how to use XTB's investment platforms and educational resources.\n\nManage and retain a portfolio of clients, identify commercial opportunities and contribute to individual and team objectives.\n\nKeep client information and commercial activity up to date in the CRM, ensuring rigorous follow-up.\n\nWork closely with Sales, Research, Marketing and Customer Support to improve the client experience.\n\nCarry out all activity in line with applicable regulations, internal procedures and XTB's quality standards.\n\nRequirements\n1-2 years of experience in account management, sales or another client-facing commercial role; financial-sector experience is a plus.\n\nStrong communication and presentation skills, together with persuasion, persistence and the ability to build trust.\n\nCustomer and results orientation, with a proactive and flexible approach.\n\nA strong interest in financial markets and the ability to explain information in a simple, understandable way.\n\nConfidence using digital tools, CRM systems and online platforms, with rigorous planning and follow-up.\n\nNative or bilingual Portuguese and fluent written and spoken English.\n\nBased in Lisbon or able to work regularly from our Lisbon office.\n\nIt would be a plus if you have\nA degree in Business Administration, Economics, Finance or a related field.\n\nPrevious experience in fintech, banking, brokerage, investment services or another regulated environment.\n\nKnowledge of stocks, ETFs, investment funds or other investment products.\n\nWhat we offer\nA structured onboarding plan and ongoing internal training in financial markets, products and platforms.\n\nHybrid working: 3 days in the office and 2 days working remotely.\n\nAn international, collaborative and high-performance environment in a recognised, fast-growing company.\n\nReal responsibility from day one and career-development opportunities within the Sales team.","description_format":"text","description_chars":3273,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"Portuguese","level":"Proficiency (C2)","optional":false},{"language":"English","level":"All levels","optional":false}]},"benefits":["Hybrid 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