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
Required skills
FX hedging, Supplier Payment Finance, payments, cash management, relationship management, deal execution, risk management, business origination, upselling, cross-selling, senior-level negotiation, compliance knowledge, statistical/fundamental analysis
Preferred skills
Established network of contacts, experience in established FX institution or commercial bank, academic background in Business or Finance
Technologies
Proprietary platform tools, tailor made systems
Responsibilities
Manage client portfolio and execute trading deals, collaborate with sales team on business origination, deliver on KPIs (revenue, churn, wallet-share), build and maintain strong client relationships, originate new business via networking, provide feedback to product managers
Seniority
Senior, hands-on IC