Client Portfolio Manager

Added
20 days ago
Type
Full time
Salary
Salary not provided

Related skills

payments relationship management cash management hedging fx

πŸ“‹ Description

  • 360 role managing client portfolios with FX trading, onboarding and relationship management.
  • Drive new business acquisition and onboarding of corporate clients.
  • Structure and execute FX hedging, lending, payments and cash mgmt deals.
  • Collaborate with sales to originate opportunities and upsell product suites.
  • Meet KPIs for revenue, churn reduction and wallet-share growth.
  • Provide feedback to tech and product teams to improve solutions.

🎯 Requirements

  • Strong financial services sales/relationship mgmt background.
  • Experience in FX institutions or banks; SME/corporate client focus.
  • Good understanding of compliance requirements.
  • Business/Finance academic background a plus.
  • Exceptional communication; strong negotiation and English proficiency.
  • Analytical with risk management skills and client-facing experience.

🎁 Benefits

  • Generous commission and unlimited earning potential.
  • Competitive product suite and innovative FX solutions.
  • International development opportunities and global boot camps.
  • Career progression into leadership roles and mentorship.
  • Cutting-edge technology and collaborative culture.
  • Competitive benefits package tailored to location.
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