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Associate Client Portfolio Manager(m/w/x)
Managing corporate client portfolios, executing FX hedging, lending, and payment products on a single platform. Experience selling financial instruments to corporate clients or in an FX institution required. International development opportunities, global boot camps, and dedicated mentorship.
Requirements
- Strong Financial Services experience in sales or relationship management
- Established network of contacts (advantage)
- Experience in 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
- Skilled negotiator
- Ability to build/leverage senior-level relationships
- Fluency in Mandarin
- Strong business-level English
- Strong business-level German
Tasks
- Manage a portfolio of corporate clients
- Execute FX hedging, lending, payments, and cash management products
- 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 and strategies
- Provide optimal solutions using Ebury's product suite
- Analyze competitor capabilities and gaps
- Position Ebury’s Banking solutions effectively
- Achieve KPIs for repeat and new business revenue
- Reduce client churn
- Upsell and cross-sell multiple products
- Increase client wallet-share
- Build and maintain strong client relationships
- Present ideas, proposals, and updates to clients
- Expand existing client business
- Provide feedback to technology and product managers
- Originate new business through client referrals
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- Chinese – Business Fluent
- English – Business Fluent
- German – Business Fluent
Benefits
Learning & Development
- International development opportunities
Other Benefits
- Global Boot Camps
Career Advancement
- Career development and progression
Mentorship & Coaching
- Leadership and coaching opportunities
- Dedicated Mentorship
Modern Equipment
- Cutting-edge technology
Informal Culture
- Dynamic and supportive culture
Healthcare & Fitness
- Health care
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Associate Client Portfolio Manager(m/w/x)
Managing corporate client portfolios, executing FX hedging, lending, and payment products on a single platform. Experience selling financial instruments to corporate clients or in an FX institution required. International development opportunities, global boot camps, and dedicated mentorship.
Requirements
- Strong Financial Services experience in sales or relationship management
- Established network of contacts (advantage)
- Experience in 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
- Skilled negotiator
- Ability to build/leverage senior-level relationships
- Fluency in Mandarin
- Strong business-level English
- Strong business-level German
Tasks
- Manage a portfolio of corporate clients
- Execute FX hedging, lending, payments, and cash management products
- 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 and strategies
- Provide optimal solutions using Ebury's product suite
- Analyze competitor capabilities and gaps
- Position Ebury’s Banking solutions effectively
- Achieve KPIs for repeat and new business revenue
- Reduce client churn
- Upsell and cross-sell multiple products
- Increase client wallet-share
- Build and maintain strong client relationships
- Present ideas, proposals, and updates to clients
- Expand existing client business
- Provide feedback to technology and product managers
- Originate new business through client referrals
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- Chinese – Business Fluent
- English – Business Fluent
- German – Business Fluent
Benefits
Learning & Development
- International development opportunities
Other Benefits
- Global Boot Camps
Career Advancement
- Career development and progression
Mentorship & Coaching
- Leadership and coaching opportunities
- Dedicated Mentorship
Modern Equipment
- Cutting-edge technology
Informal Culture
- Dynamic and supportive culture
Healthcare & Fitness
- Health care
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-siteManagementDüsseldorf - Mitsubishi UFJ Financial Group, Inc. (MUFG)
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