Client Portfolio Support
Core
Manage and support a portfolio of corporate clients by executing FX trades and providing cash management services.
Role type
Client Portfolio Support Specialist
Builds
FX hedging and cash management solutions for corporate clients
Domain
Financial Services / FX / Cash Management
Deliverable
client delivery
Required skills
FX trade execution, cash management, client relationship management, high-volume request handling, process understanding (Screening, Operations, Reconciliation, Compliance, Treasury)
Preferred skills
FX industry experience, financial market knowledge, strong mathematical understanding
Technologies
Trading platforms, Bloomberg
Responsibilities
Execute FX trades (SPOT, FWD) with liquidity providers; handle high-volume client requests via phone and email; maintain client relationships; understand cross-departmental processes
Seniority
Junior to Mid-level, hands-on IC
