Client Portfolio Manager

Added
30 days ago
Type
Full time
Salary
Salary not provided

Related skills

payments relationship management upselling compliance cash management

πŸ“‹ Description

  • Manage a portfolio of corporate clients; execute FX hedging, lending, payments, and cash mgmt.
  • Collaborate with the sales team to originate business and tailor solutions.
  • Position Ebury Banking solutions by understanding competitors' capabilities.
  • Deliver KPIs: grow revenue, reduce churn, upsell and cross-sell.
  • Build strong client relationships through meetings and presentations.
  • Expand existing business and provide feedback to tech/product teams.

🎯 Requirements

  • Strong FS sales/relationship mgmt experience; established network a plus.
  • FX institution/bank experience or selling financial instruments to SMEs/corporate clients.
  • Solid understanding of compliance requirements.
  • Business/Finance degree a plus.
  • Excellent communication; ability to win commitment.
  • Analytical ability; statistical/fundamental analysis and risk mgmt.
  • Lithuanian fluency and strong English.

🎁 Benefits

  • Generous commission structure and unlimited earning potential.
  • Trade Finance product suite with innovative, cutting-edge tools.
  • International development opportunities and global boot camps.
  • Career progression paths, including leadership opportunities.
  • Mentorship from experienced CPMs.
  • Dynamic, supportive culture focused on teamwork and growth.
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