Associate Client Portfolio Manager

Added
26 minutes ago
Type
Full time
Salary
Salary not provided

Related skills

payments relationship management compliance cash management lending

📋 Description

  • Manage corporate client portfolios; execute FX hedging, lending, and payments.
  • Collaborate with the sales team to originate business; tailor solutions for clients.
  • Analyze competitors to position Ebury’s banking solutions.
  • Deliver on KPIs: grow revenue, reduce churn, upsell and cross-sell.
  • Build strong client relationships via meetings; present ideas and updates.
  • Originate new business via client networking for referrals.

🎯 Requirements

  • Strong financial services sales/relationship mgmt exp; established network a plus.
  • FX institution/bank experience or selling financial instruments to SMEs/corporates.
  • Solid understanding of compliance requirements.
  • Fluency in Spanish and strong business English.
  • Proven track record in identifying and pursuing new business opportunities (upselling/cross-selling).
  • Exceptional communication; able to win commitment.

🎁 Benefits

  • Generous commission structure and unlimited earning potential.
  • Impressive product suite including Trade Finance and innovative products.
  • International development opportunities, global Boot Camps.
  • Career development and progression; leadership and coaching roles.
  • Dedicated mentorship from experienced CPMs.
  • Cutting-edge technology and tailor-made tools enabling peak performance.
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