Ebury
FinTech
AssociateClientPortfolioManagement(FXDealer)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Client Portfolio Management (FX Dealer) at Ebury. Skills: Portfolio management, FX dealing, Client relationships, Revenue generation. Manage a portfolio of clients. Manage trading account set up”
What You'll Achieve.
Minimise FX risk challenges; Deliver repeat business revenues; Deliver new business revenues; Reduce client churn; Upsell multiple relevant products; Cross-sell multiple relevant products; Increase wallet-share
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Proven dealing experience, Proven trading experience, Proven account management experience, Financial Services experience, Sales or relationship management role, Experience in FX institution, Experience in commercial bank, Selling financial instruments to SMEs, Selling financial instruments to corporate clients, Solid understanding of compliance requirements, Proven record of identifying new business opportunities, Proven record of pursuing new business opportunities, Skilled negotiator, Fluency in Spanish, Business-level English
Nice to Have
Established network of contacts, Academic background in Business, Academic background in Finance
What You'll Do.
Manage a portfolio of clients
Manage trading account set up
Manage relationship management
Manage deal execution
Offer expert suggestions
Offer bespoke suggestions
Provide strategies to minimise FX risk
Upsell Ebury's product capabilities
Ensure best-in-class client proposition
Collaborate with sales team
Assist in business origination
Understand clients' business environments
Understand clients' strategies
Understand clients' industry
Provide best solution
Know competition's capabilities
Know competition's gaps
Position Ebury's Banking solutions
Deliver on specific KPIs
Build client relationships
Maintain client relationships
Present ideas to clients
Present proposals to clients
Present updates to clients
Expand existing business
Provide feedback to managers
Originate new business
Network with existing clients
Generate business referrals
How You'll Work.
Team & Collaboration
Collaborate with sales team
Communication Scope
Client meetings; Presenting ideas; Presenting proposals; Presenting updates
Full Job Description
Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed. If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future. Associate Client Portfolio Manager (FX Dealer) Ebury Santiago de Chile - Office based *Exceptional on target earnings potential* We are looking for an Associate Client Portfolio Manager in our Santiago Office in Chile, with proven dealing, trading and account management experience. The successful candidate will manage a portfolio of clients taking responsibility for trading account set up, relationship management and deal execution. Our CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth. Our best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles. What you’ll do as a Client Portfolio Manager Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll upsell Ebury’s broad product capabilities, ensuring a best-in-class client proposition. Collaborate with a large, successful sales team to assist in business origination. Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite. Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions. Deliver on specific KPIs, including repeat and new business revenues, reducin
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