Client Portfolio Manager

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

Related skills

payments account management financial services relationship management cash management

๐Ÿ“‹ Description

  • Manage a portfolio of corporate clients, executing FX hedging and payments.
  • Oversee lending and cash management for client accounts.
  • Upsell Ebury's product capabilities for a best-in-class proposition.
  • Collaborate with a large sales team to originate new business.
  • Understand clients' environments, strategies and industries.
  • Deliver on KPIs: revenue growth, churn reduction, wallet share.

๐ŸŽฏ Requirements

  • Strong financial services experience in sales or relationship management.
  • Experience in FX institutions or banks is preferred.
  • Solid understanding of relevant compliance requirements.
  • Academic background in Business or Finance is a plus.
  • Exceptional communication skills; able to win commitment.
  • Proven ability to upsell and cross-sell to clients.

๐ŸŽ Benefits

  • Generous commission structure and unlimited earning potential.
  • International development opportunities and global Boot Camps.
  • Career development and progression; leadership and coaching.
  • Dedicated mentorship from experienced CPMs.
  • Cutting-edge technology and tailor-made tools.
  • Dynamic and supportive culture focused on teamwork.
Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Finance Jobs. Just set your preferences and Job Copilot will do the rest โ€” finding, filtering, and applying while you focus on what matters.

Related Finance Jobs

See more Finance jobs โ†’