Client Portfolio Manager

📋 Description

• Manage a portfolio of corporate clients in Milan, executing products including FX hedging, payments
• Upsell Ebury’s product capabilities to deliver best-in-class client propositions.
• Collaborate with a large sales team to originate business and understand client environments to
• Position Ebury’s banking solutions against competitors and highlight gaps/advantages.
• Meet KPIs: grow repeat/new revenue, reduce churn, upsell/cross-sell, and increase wallet-share.
• Maintain strong client relationships through meetings and professional proposals.

🎯 Requirements

• Strong Financial Services sales or relationship management experience; established network a plus.
• Experience in FX institution and/or selling financial instruments to SMEs/corporates.
• Solid understanding of compliance requirements.
• Business/Finance academic background is a plus.
• Exceptional communication skills; able to win commitment and buy-in.
• Sophisticated technical ability; risk management practices knowledge.

🎁 Benefits

• Generous commission structure and unlimited earning potential.
• Impressive product suite including SPF and innovative products.
• International development opportunities and global boot camps.
• Career development and mentorship from experienced CPMs.
• Cutting-edge technology and a collaborative, supportive culture.
• Generous benefits package including health care and social benefits.