Associate Client Portfolio Manager (Swiss-German Desk)(m/w/x)

Requirements

• 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

Tasks

• 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

Work Experience

Education

Languages