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
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.
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
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Learning & Development
- International development opportunities
Other Benefits
- Global Boot Camps
Career Advancement
- Career development
- Progression opportunities
Mentorship & Coaching
- Dedicated Mentorship
- Personal growth
Modern Equipment
- Cutting-edge technology
Informal Culture
- Dynamic and supportive culture
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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EBEbury
Associate Client Portfolio Manager (Swiss-German Desk)(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
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.
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
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Learning & Development
- International development opportunities
Other Benefits
- Global Boot Camps
Career Advancement
- Career development
- Progression opportunities
Mentorship & Coaching
- Dedicated Mentorship
- Personal growth
Modern Equipment
- Cutting-edge technology
Informal Culture
- Dynamic and supportive culture
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?
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