Client Portfolio Manager

📋 Description

• Manage corporate client portfolio; execute FX hedging, lending, payments.
• Collaborate with sales to originate business using Ebury’s product suite.
• Assess competitors to position Ebury Banking solutions.
• Hit KPIs: grow revenue, reduce churn, upsell and cross-sell.
• Build and maintain strong client relationships; present ideas and updates.
• Expand existing business; provide feedback to tech/product teams.
• Originate new business via networking with existing clients for referrals.

🎯 Requirements

• Financial Services sales/relationship mgmt experience; established network.
• Experience in FX institution or bank; selling financial instruments to SMEs/corporates.
• Solid understanding of compliance requirements.
• Business or Finance degree preferred.
• Exceptional communication; ability to gain buy-in.
• Technical ability; statistical/fundamental analysis and risk management.
• Proven upselling/cross-selling and new client acquisition.
• Fluency in Italian and English.

🎁 Benefits

• Generous commission structure and unlimited earning potential.
• Impressive product suite including Trade Finance.
• International development opportunities and global Boot Camps.
• Career development and progression; mentorship from senior CPMs.
• Cutting-edge technology and tailor-made tools.
• Dynamic and supportive culture with collaboration.