Client Portfolio Manager
Core
Manage a portfolio of corporate clients, executing FX hedging, supplier payments financing, payments, and cash management products to minimize FX risk and drive revenue growth.
Role type
Senior IC relationship manager (FX and trade finance)
Builds
Client relationships and deal execution for corporate clients
Domain
Financial services / FX and trade finance
Deliverable
client delivery
Required skills
FX hedging, supplier payments financing, payments, cash management, business origination, upselling, cross-selling, client churn reduction, wallet-share expansion, senior-level negotiation, compliance knowledge, statistical/fundamental analysis, risk management
Preferred skills
Established network of contacts, experience in established FX institution or commercial bank, academic background in Business or Finance
Technologies
Ebury proprietary platform
Responsibilities
Manage trading account setup and relationship management, plan and execute deals, collaborate with sales team on business origination, deliver on KPIs (revenue, churn, wallet share), present proposals to clients, originate new business via networking, provide feedback to product managers
Seniority
Senior, hands-on IC
