Portfolio Manager Jobs

About The Position

Requirements

• Proven dealing, trading and account management experience.
• Strong Financial Services experience in a sales or relationship management role.
• Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients.
• Solid understanding of relevant compliance requirements.
• Exceptional communication skills, able to win commitment and buy-in.
• Sophisticated technical ability; statistical/fundamental analysis & risk management practices.
• Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition).
• Skilled negotiator, able to build and leverage relationships at senior levels.
• Fluency in English.

Nice To Haves

• An established network of contacts is a distinct advantage.
• Academic background in Business or Finance is a plus.

Responsibilities

• Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management.
• Upsell Ebury’s broad product capabilities, ensuring a best-in-class client proposition.
• Collaborate with a large, successful sales team to assist in business origination.
• Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite.
• Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions.
• Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.
• Building and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients.
• Expand existing business and provide feedback to technology and product managers.
• Originate new business via networking with existing clients for business referrals.

Benefits

• Generous commission structure and unlimited earning potential
• An impressive product suite including Trade Finance with more innovative and cutting edge products.
• International development opportunities including attending global Boot Camps.
• Career development and progression: Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions.
• Dedicated Mentorship: Learn directly from experienced Client Portfolio Managers who are invested in your success.
• Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
• Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
• Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.