Junior Client Portfolio Manager
Core
Junior Client Portfolio Manager responsible for servicing a portfolio of 300 corporate clients, providing daily operational and trading assistance, and driving revenue growth through upselling.
Role type
Junior Client Portfolio Manager (Sales/Operations hybrid)
Builds
Ebury's proprietary EBO platform for global cash flow management, hedging, and financing
Domain
Fintech / Foreign Exchange (FX) / Corporate Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Client relationship management, FX knowledge, sales/upselling, operational trading support, problem-solving, multitasking, commercial awareness, numerical confidence, attention to detail, Microsoft Excel proficiency
Preferred skills
Sales experience, knowledge of Ebury's full product suite, interest in currency markets
Technologies
EBO platform, Microsoft Excel
Responsibilities
Manage a portfolio of 300 clients trading online, provide daily operational and trading assistance, build relationships and upsell products, resolve client issues, liaise between internal departments, identify new business opportunities, ensure accuracy in live trade bookings and payments
Seniority
Junior, hands-on IC
