Client Portfolio Manager (FX Dealer)
EburyRemotely
financial servicesbankingrisk managementpaymentscash managementhedgingfx
Job Description
📋 Description
- Manage a portfolio of corporate clients, executing a range of different products, including FX
- Collaborate with a large, successful sales team to assist in business origination and understand
- Know and understand competitors to position Ebury banking solutions effectively.
- Deliver on KPIs: repeat and new business revenues, reduce churn, upsell and cross-sell products
- Build and maintain strong client relationships through meetings and clear proposals and updates.
- Expand existing business and provide feedback to technology and product teams.
🎯 Requirements
- Strong Financial Services experience in a sales or relationship management role with an established
- Experience in FX institutions or banks, or selling financial instruments to SMEs/corporate clients.
- Solid understanding of compliance requirements.
- Business or Finance academic background is a plus.
- Exceptional communication skills and ability to gain commitment and buy-in.
- Sophisticated technical ability; statistical/fundamental analysis and risk management practices.
🎁 Benefits
- Generous commission structure and unlimited earning potential.
- An impressive product suite including Supplier Payment Financing and innovative products.
- International development opportunities, including global Boot Camps.
- Career development and progression with leadership and coaching paths.
- Dedicated mentorship and access to experienced CPMs.
- Cutting-edge technology and tailor-made tools.
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