Associate Client Portfolio Manager (Swiss-German Desk)

Added
less than a minute ago
Type
Full time
Salary
Salary not provided

Related skills

payments risk management relationship management cash management lending

๐Ÿ“‹ Description

  • Manage a corporate client portfolio; execute FX hedging, lending, payments & cash mgmt.
  • Collaborate with a large sales team to originate business.
  • Understand clients' environments to provide the best solution.
  • Deliver on KPIs: revenue, repeat business, churn reduction, upsell.
  • Build and maintain strong client relationships through meetings.
  • Expand existing business and provide feedback to tech/product teams.

๐ŸŽฏ Requirements

  • Strong Financial Services experience in sales or relationship management; established network.
  • Experience in FX institutions or banks, or selling to SMEs/corporate clients.
  • Solid understanding of compliance requirements.
  • Exceptional communication skills; able to win commitment and buy-in.
  • Fluency in Swiss-German and business-level English.
  • Sophisticated technical ability; statistical/fundamental analysis and risk management.

๐ŸŽ Benefits

  • Generous commission structure and unlimited earning potential
  • International development opportunities including global Boot Camps
  • Career development and progression: CPMs can move into leadership
  • Dedicated mentorship: learn from experienced Client Portfolio Managers
  • Cutting-edge technology: tailor-made tools and systems
  • Dynamic and supportive culture focused on teamwork and growth
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