Client Portfolio Manager
Core
Manage a portfolio of corporate clients, executing FX hedging, Supplier Payment Finance, payments, and cash management products to minimize FX risk and drive revenue growth.
Role type
Senior IC Client Portfolio Manager (FX & Trade Finance)
Builds
FX hedging strategies, payment finance solutions, and cash management services for corporate clients
Domain
Financial Services / FX / Trade Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
FX trading and account management, relationship management, deal execution, business origination, upselling and cross-selling, risk management, compliance knowledge, senior-level negotiation, statistical and fundamental analysis
Preferred skills
Established network of contacts, experience in established FX institution or commercial bank, background in Business or Finance
Technologies
Proprietary Ebury platform, tailor-made tools and systems
Responsibilities
Manage client portfolios and execute trading deals, collaborate with sales teams on business origination, deliver on KPIs for revenue and wallet share, build strong client relationships through meetings and proposals, originate new business via networking, provide feedback to product and technology teams
Seniority
Senior, hands-on IC with potential for leadership
