Kunden Portfolio Manager

Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we’ve grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You’ll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.

FX Kunden Portfolio Manager

Ebury Zurich Office: office based

We are offering an exciting opportunity to join a fast growing team in Zurich. You willbe a point of contact for some of our corporate clients, providing daily operationaland trading assistance. You’ll have a combination of client-facing skill/experience,operational know-how and problem-solving abilities. In order to support the day-to-day relationship of our corporate accounts, you will possess these qualities with theability to expertly switch between each as needed. You’ll be servicing the revenueand growth area of the business at an exciting time for the company. You will act asan ambassador for the product and service at a customer-facing level.

About you:

• A passionate individual with a strong interest in client servicing
• Prepared to go the extra mile to exceed customer expectations and experience
• Desire to deliver best in class service, to support our industry-leading offering
• Strong written and verbal communication skills
• Strives in high pressure/pace environment
• Ability to excel within a busy client-facing environment with significant monthly workload peaks (previous experience preferred)
• Managing workload around tight time constraints
• Confidence in liaising and mediating between multiple internal departments to find solutions
• Confidence in dealing directly with clients as an ambassador for the brand and product in terms of your service approach and interpersonal skills
• Have the capacity to manage different types and nature of enquiry simultaneously across several platforms and for a different type of clients
• Resolve client issues as they arise
• Ability to multitask/prioritise – working around the daily deadline

Commercial awareness

• Confidence to promote the company offering and awareness to identify new opportunities to grow new and existing key accounts. This could be in terms of new currency requirements/ upcoming client needs, working with sales/commercial teams as appropriate, highlighting developments & improvements to the product to our clients etc.
• Head for numbers – confidence dealing with numbers - exchange rates, profit margins and an awareness of commercial implications

Eye for detail

• Dealing with live currency trade booking, banking information, figures andhigh value/volume payments and clients - accuracy of work is particularly key
• Helping clients identify issues pre-emptively (e.g. payment dates, banking data etc.)

Drive to solve problems

• Self-starter with the initiative and ability to ‘get stuck in’ - Confidence to find solutions working with teams internally – take ownership of client issues/ queries and see through to end
• Interest in currency markets helpful
• Experience with Microsoft Suite (particularly Excel)

The Role:

• You will be looking after a portfolio of clients
• You will have an understanding of clients' business activity /core business, FX needs
• Making sure clients have Ebury as their main platform for trading and making payments internationally

The ideal candidate will have the following:

• Language - Swiss German Native, English Fluent
• Sales skills/experience is a PLUS
• Knowledge of FX
• Knowledge of all products Ebury does offer
• Being able to adapt in a constant evolving and challenging environment