Ebury
Associate Client Portfolio Manager(m/w/x)
Full-timeOn-siteExperienced
Zürich
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EBEbury
Associate Client Portfolio Manager (Swiss-German Desk)(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Managing client trading accounts and executing FX risk management strategies for SMEs and corporates. Established FX or commercial bank experience required. Generous commission structure, unlimited earning potential.
Requirements
- Dealing, trading, and account management experience
- Strong Financial Services sales or relationship management experience
- Established network of contacts
- Experience in established FX institution or commercial bank
- Experience selling financial instruments to SMEs and corporate clients
- Solid understanding of compliance requirements
- Business or Finance academic background
- Exceptional communication skills
- Ability to win commitment and buy-in
- Sophisticated technical ability
- Statistical/fundamental analysis skills
- Risk management practices knowledge
- Identifying and pursuing new business opportunities
- Upselling, cross-selling, new client acquisition experience
- Skilled negotiator
- Ability to build and leverage senior level relationships
- Fluency in Swiss-German
- Strong business-level English
Tasks
- Manage client trading account setup
- Handle relationship management and deal execution
- Offer bespoke FX risk management strategies
- Plan and structure client deals
- Execute deals to provide best value
- Contribute to Ebury’s growth
- Train and inspire new team members
- Manage corporate client portfolios
- Execute FX hedging, lending, payments, and cash management
- Upsell Ebury’s product capabilities
- Collaborate with sales team for business origination
- Understand client business environments and strategies
- Provide tailored solutions using Ebury’s product suite
- Know competition’s capabilities and gaps
- Deliver on KPIs for repeat and new business
- Reduce client churn
- Increase wallet-share through cross-selling
- Build strong client relationships
- Present ideas and updates professionally
- Expand existing business
- Provide feedback to technology and product managers
- Originate new business via networking
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Business Fluent
Benefits
Bonuses & Incentives
- Generous commission structure
Competitive Pay
- Unlimited earning potential
Other Benefits
- Trade Finance product suite
- Global Boot Camps
- Competitive benefits package
Learning & Development
- International development opportunities
Career Advancement
- Career development and progression
- Leadership and coaching positions
Mentorship & Coaching
- Dedicated mentorship
- Personal growth prioritization
Modern Equipment
- Cutting-edge technology
- Tailor-made tools and systems
Informal Culture
- Dynamic and supportive culture
- Collaborative environment
Healthcare & Fitness
- Health care
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Ebury and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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EBEbury
Associate Client Portfolio Manager (Swiss-German Desk)(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Managing client trading accounts and executing FX risk management strategies for SMEs and corporates. Established FX or commercial bank experience required. Generous commission structure, unlimited earning potential.
Requirements
- Dealing, trading, and account management experience
- Strong Financial Services sales or relationship management experience
- Established network of contacts
- Experience in established FX institution or commercial bank
- Experience selling financial instruments to SMEs and corporate clients
- Solid understanding of compliance requirements
- Business or Finance academic background
- Exceptional communication skills
- Ability to win commitment and buy-in
- Sophisticated technical ability
- Statistical/fundamental analysis skills
- Risk management practices knowledge
- Identifying and pursuing new business opportunities
- Upselling, cross-selling, new client acquisition experience
- Skilled negotiator
- Ability to build and leverage senior level relationships
- Fluency in Swiss-German
- Strong business-level English
Tasks
- Manage client trading account setup
- Handle relationship management and deal execution
- Offer bespoke FX risk management strategies
- Plan and structure client deals
- Execute deals to provide best value
- Contribute to Ebury’s growth
- Train and inspire new team members
- Manage corporate client portfolios
- Execute FX hedging, lending, payments, and cash management
- Upsell Ebury’s product capabilities
- Collaborate with sales team for business origination
- Understand client business environments and strategies
- Provide tailored solutions using Ebury’s product suite
- Know competition’s capabilities and gaps
- Deliver on KPIs for repeat and new business
- Reduce client churn
- Increase wallet-share through cross-selling
- Build strong client relationships
- Present ideas and updates professionally
- Expand existing business
- Provide feedback to technology and product managers
- Originate new business via networking
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Business Fluent
Benefits
Bonuses & Incentives
- Generous commission structure
Competitive Pay
- Unlimited earning potential
Other Benefits
- Trade Finance product suite
- Global Boot Camps
- Competitive benefits package
Learning & Development
- International development opportunities
Career Advancement
- Career development and progression
- Leadership and coaching positions
Mentorship & Coaching
- Dedicated mentorship
- Personal growth prioritization
Modern Equipment
- Cutting-edge technology
- Tailor-made tools and systems
Informal Culture
- Dynamic and supportive culture
- Collaborative environment
Healthcare & Fitness
- Health care
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Ebury and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Ebury
Industry
FinancialServices
Description
Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored financial solutions.
Not a perfect match?
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