Associate Client Portfolio Manager(m/w/x)

Description

Execution of FX hedging, lending, and cash management strategies for corporate clients at global fintech firm. Proven track record in financial services sales or relationship management required. Unlimited commission structure and comprehensive healthcare benefits.

Requirements

• •Strong Financial Services sales or relationship management experience
• •Established network of contacts (advantageous)
• •Experience in FX institution, bank, or financial sales
• •Solid understanding of relevant compliance requirements
• •Academic background in Business or Finance (plus)
• •Exceptional communication and persuasion skills
• •Sophisticated technical ability in analysis and risk
• •Proven record of identifying new business opportunities
• •Skilled negotiator with senior-level relationship leverage
• •Fluency in French and business-level English

Tasks

• •Manage a portfolio of corporate clients
• •Set up trading accounts
• •Execute FX hedging, lending, payments, and cash management products
• •Provide bespoke strategies to minimize client FX risk
• •Plan, structure, and execute value-driven deals
• •Upsell and cross-sell Ebury’s broad product suite
• •Collaborate with the sales team to assist in business origination
• •Analyze client business environments and strategies to provide tailored solutions
• •Monitor competitor capabilities and gaps to position banking solutions effectively
• •Deliver on KPIs for repeat and new business revenue
• •Reduce client churn and increase wallet-share
• •Build strong relationships through professional client meetings and presentations
• •Present ideas, proposals, and updates to clients confidently
• •Expand existing business and provide feedback to technology and product managers
• •Originate new business through networking and client referrals
• •Train and inspire the next generation of team members

Tools & Technologies

Benefits