Client Portfolio Manager
Core
Manage a portfolio of corporate clients, executing FX hedging, supplier payments financing, payments, and cash management products to minimize FX risk and drive revenue growth.
Role type
Senior IC relationship manager (FX and trade finance)
Builds
FX hedging strategies, supplier payment financing solutions, and cash management products for corporate clients
Domain
Financial services / FX and trade finance
Required skills
FX trading and account management, relationship management, deal execution, business origination, risk management, compliance knowledge, negotiation, upselling and cross-selling
Preferred skills
Established network of contacts, experience in established FX institution or commercial bank, statistical/fundamental analysis, fluency in local language and business-level English
Technologies
Proprietary platform for global cash flow management
Responsibilities
Manage client portfolio and execute deals, collaborate with sales team on business origination, deliver on KPIs for revenue and churn reduction, build strong client relationships, originate new business via networking, provide feedback to product managers
Seniority
Senior, hands-on IC