Client Portfolio Manager (FX Dealer)

Added
1 day ago
Type
Full time
Salary
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Related skills

payments relationship management compliance cash management portfolio management

๐Ÿ“‹ Description

  • Manage an active corporate client portfolio across FX, lending, payments.
  • Upsell Ebury's product suite to maximize client value.
  • Collaborate with a large sales team to originate new business.
  • Understand client environments to tailor FX solutions.
  • Present ideas and updates to clients in meetings.
  • Meet KPIs: revenue growth, churn reduction, cross-sell.

๐ŸŽฏ Requirements

  • Strong Financial Services sales/relationship mgmt experience; network a plus.
  • FX institution or commercial bank experience, or selling to SMEs.
  • Solid understanding of compliance requirements.
  • Exceptional communication skills to win commitment.
  • Analytical skills: statistical/fundamental analysis and risk management.
  • Proven track record of upselling, cross-selling and new client acquisition.

๐ŸŽ 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, with leadership potential.
  • Dedicated mentorship from experienced CPMs.
  • Cutting-edge technology and tailor-made tools.
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