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 deals for SMEs and corporates. Proven dealing and sales experience required. Generous commission structure and international development opportunities.
Requirements
- Proven dealing, trading, and account management experience
- Strong Financial Services sales or relationship management experience
- Established network of contacts is a distinct advantage
- Experience in established FX institution or commercial bank
- Experience selling financial instruments to SMEs and corporate clients
- Solid understanding of relevant compliance requirements
- Academic background in Business or Finance is a plus
- Exceptional communication skills
- Ability to win commitment and buy-in
- Sophisticated technical ability
- Statistical/fundamental analysis skills
- Risk management practices knowledge
- Proven record of identifying new business opportunities
- Proven record of pursuing new business opportunities
- Proven record of upselling
- Proven record of cross-selling
- Proven record of new client acquisition
- Skilled negotiator
- Ability to build relationships at senior levels
- Ability to leverage relationships at senior levels
- Fluency in Swiss-German
- Strong business-level English
Tasks
- Manage client trading account setup
- Handle relationship management
- Execute deals
- Offer bespoke FX risk management strategies
- Plan and structure deals
- Contribute to Ebury’s growth
- Head and train teams
- Inspire and motivate team members
- Manage corporate client portfolio
- Execute various financial products
- Upsell Ebury’s product capabilities
- Collaborate with sales team for business origination
- Understand client business environments
- Provide tailored solutions
- Know competition’s capabilities and gaps
- Deliver on KPIs
- Increase repeat and new business revenues
- Reduce client churn
- Upsell and cross-sell products
- Increase wallet-share
- Build strong client relationships
- Present ideas and proposals professionally
- Expand existing business
- Provide feedback to technology and product managers
- Originate new business through 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.
Not a perfect match?
- Ebury
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Account Manager(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
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Full-timeOn-siteSeniorZürich - Vontobel Asset Management
Client Portfolio Manager - Equities(m/w/x)
Full-timeOn-siteSeniorZürich
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 deals for SMEs and corporates. Proven dealing and sales experience required. Generous commission structure and international development opportunities.
Requirements
- Proven dealing, trading, and account management experience
- Strong Financial Services sales or relationship management experience
- Established network of contacts is a distinct advantage
- Experience in established FX institution or commercial bank
- Experience selling financial instruments to SMEs and corporate clients
- Solid understanding of relevant compliance requirements
- Academic background in Business or Finance is a plus
- Exceptional communication skills
- Ability to win commitment and buy-in
- Sophisticated technical ability
- Statistical/fundamental analysis skills
- Risk management practices knowledge
- Proven record of identifying new business opportunities
- Proven record of pursuing new business opportunities
- Proven record of upselling
- Proven record of cross-selling
- Proven record of new client acquisition
- Skilled negotiator
- Ability to build relationships at senior levels
- Ability to leverage relationships at senior levels
- Fluency in Swiss-German
- Strong business-level English
Tasks
- Manage client trading account setup
- Handle relationship management
- Execute deals
- Offer bespoke FX risk management strategies
- Plan and structure deals
- Contribute to Ebury’s growth
- Head and train teams
- Inspire and motivate team members
- Manage corporate client portfolio
- Execute various financial products
- Upsell Ebury’s product capabilities
- Collaborate with sales team for business origination
- Understand client business environments
- Provide tailored solutions
- Know competition’s capabilities and gaps
- Deliver on KPIs
- Increase repeat and new business revenues
- Reduce client churn
- Upsell and cross-sell products
- Increase wallet-share
- Build strong client relationships
- Present ideas and proposals professionally
- Expand existing business
- Provide feedback to technology and product managers
- Originate new business through 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.
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?
- Ebury
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Full-timeOn-siteExperiencedZürich - Ebury
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Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Full-timeOn-siteSeniorZürich - Vontobel Asset Management
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Full-timeOn-siteSeniorZürich