Ebury
Fintech
AssociateClientPortfolioManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Client Portfolio Manager at Ebury. Skills: Client Portfolio Management, FX Hedging, Relationship Management, Deal Execution, Business Development. Manage a portfolio of clients. trading account set up”
What You'll Achieve.
Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share
Industry & Context.
problem-solving; Sophisticated technical statistical/fundamental analysis & risk management practices
What They're Looking For.
Must Have
Financial Services experience in a sales or relationship management role, Solid understanding of relevant compliance requirements, Exceptional communication skills, able to win commitment and buy-in, Sophisticated technical statistical/fundamental analysis & risk management practices, Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition), Skilled negotiator, able to build and leverage relationships at senior levels, Fluency in Hungarian and business-level English
Nice to Have
An established network of contacts is a distinct advantage, Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients, Academic background in Business or Finance is a plus
What You'll Do.
Manage a portfolio of clients
trading account set up
relationship management
offer expert and bespoke suggestions and ideas to clients
providing clients with strategies to minimise FX risk challenges
structure and execute deals
Manage a portfolio of corporate clients
executing a range of different products
payments and cash management
upsell Ebury’s broad product capabilities
ensure a best-in-class client proposition
Understand clients' business environments
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
Building and maintaining client relationships through client meetings
confidently and professionally presenting ideas
and updates to clients
Expand existing business
provide feedback to technology and product managers
Originate new business via networking with existing clients for business referrals
How You'll Work.
Team & Collaboration
Collaborate with a large, successful sales team to assist in business origination
Communication Scope
Exceptional communication skills, able to win commitment and buy-in; confidently and professionally presenting ideas, proposals, and updates to clients
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 Ebury Budapest - Office based *Exceptional on target earnings potential* We are looking for a Client Portfolio Manager in our Budapest Office, 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 an Associate Client Portfolio Manager Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, 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, reducing client churn, upselling cross-selling
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