Client Portfolio Manager
Core
Manage a portfolio of corporate clients, executing FX hedging, payments, and cash management products while driving revenue growth and minimizing client churn.
Role type
Senior IC Client Portfolio Manager (FX & Payments)
Builds
FX hedging strategies, payment solutions, and cash management products for corporate clients
Domain
Financial Services / FX / Payments
Deliverable
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, academic background in Business or Finance
Technologies
Proprietary Ebury platform, state-of-the-art 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 and maintain strong client relationships, originate new business via networking, provide feedback to product managers
Seniority
Senior, hands-on IC with leadership potential
