Ebury
Associate Client Portfolio Manager(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
EBEbury
Associate Client Portfolio Manager (Swiss-German Desk)(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
At a global financial services platform, managing corporate client portfolios for FX hedging, lending, and payments on a Swiss-German desk. Strong financial services sales or relationship management experience required. International development opportunities, dedicated mentorship.
Anforderungen
- Strong Financial Services experience in sales or relationship management role
- Established network of contacts (distinct advantage)
- Experience in established FX institution, commercial bank, or selling financial instruments to SMEs/corporate clients
- Solid understanding of compliance requirements
- Academic background in Business or Finance (plus)
- Exceptional communication skills
- Ability to win commitment and buy-in
- Sophisticated technical ability
- Statistical/fundamental analysis skills
- Risk management practices knowledge
- Proven record in identifying/pursuing new business opportunities (upselling, cross-selling, new client acquisition)
- Skilled negotiator
- Ability to build/leverage senior-level relationships
- Fluency in Swiss-German
- Strong business-level English
Aufgaben
- Manage a portfolio of corporate clients
- Execute FX hedging, lending, payments, and cash management
- Upsell Ebury’s broad product capabilities
- Ensure a best-in-class client proposition
- Collaborate with the sales team on business origination
- Understand client business environments
- Understand client strategies
- Understand client industries
- Provide optimal solutions using Ebury's product suite
- Analyze competitor capabilities and gaps
- Position Ebury’s Banking solutions effectively
- Generate repeat business revenue
- Generate new business revenue
- Reduce client churn
- Upsell multiple relevant products
- Cross-sell multiple relevant products
- Increase client wallet-share
- Build and maintain strong client relationships
- Conduct client meetings
- Present ideas, proposals, and updates to clients
- Expand existing business
- Provide feedback to technology managers
- Provide feedback to product managers
- Originate new business
- Network with existing clients for referrals
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Weiterbildungsangebote
- International development opportunities
Sonstige Vorteile
- Global Boot Camps
Karriere- und Weiterentwicklung
- Career development
- Progression opportunities
Mentoring & Coaching
- Dedicated Mentorship
- Personal growth
Moderne Technikausstattung
- Cutting-edge technology
Lockere Unternehmenskultur
- Dynamic and supportive culture
Gesundheits- & Fitnessangebote
- Health care
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Ebury erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- Ebury
Senior Key Account Director(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Ebury
Business Developer / FX Sales Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
EBEbury
Associate Client Portfolio Manager (Swiss-German Desk)(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
At a global financial services platform, managing corporate client portfolios for FX hedging, lending, and payments on a Swiss-German desk. Strong financial services sales or relationship management experience required. International development opportunities, dedicated mentorship.
Anforderungen
- Strong Financial Services experience in sales or relationship management role
- Established network of contacts (distinct advantage)
- Experience in established FX institution, commercial bank, or selling financial instruments to SMEs/corporate clients
- Solid understanding of compliance requirements
- Academic background in Business or Finance (plus)
- Exceptional communication skills
- Ability to win commitment and buy-in
- Sophisticated technical ability
- Statistical/fundamental analysis skills
- Risk management practices knowledge
- Proven record in identifying/pursuing new business opportunities (upselling, cross-selling, new client acquisition)
- Skilled negotiator
- Ability to build/leverage senior-level relationships
- Fluency in Swiss-German
- Strong business-level English
Aufgaben
- Manage a portfolio of corporate clients
- Execute FX hedging, lending, payments, and cash management
- Upsell Ebury’s broad product capabilities
- Ensure a best-in-class client proposition
- Collaborate with the sales team on business origination
- Understand client business environments
- Understand client strategies
- Understand client industries
- Provide optimal solutions using Ebury's product suite
- Analyze competitor capabilities and gaps
- Position Ebury’s Banking solutions effectively
- Generate repeat business revenue
- Generate new business revenue
- Reduce client churn
- Upsell multiple relevant products
- Cross-sell multiple relevant products
- Increase client wallet-share
- Build and maintain strong client relationships
- Conduct client meetings
- Present ideas, proposals, and updates to clients
- Expand existing business
- Provide feedback to technology managers
- Provide feedback to product managers
- Originate new business
- Network with existing clients for referrals
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Weiterbildungsangebote
- International development opportunities
Sonstige Vorteile
- Global Boot Camps
Karriere- und Weiterentwicklung
- Career development
- Progression opportunities
Mentoring & Coaching
- Dedicated Mentorship
- Personal growth
Moderne Technikausstattung
- Cutting-edge technology
Lockere Unternehmenskultur
- Dynamic and supportive culture
Gesundheits- & Fitnessangebote
- Health care
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Ebury erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Ebury
Branche
FinancialServices
Beschreibung
Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored financial solutions.
Noch nicht perfekt?
- Ebury
Associate Client Portfolio Manager(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Ebury
Senior Key Account Director(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Ebury
Business Developer / FX Sales Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich