Related skills
payments risk management relationship management cash management lending๐ 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.
๐ฏ 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.
๐ 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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