Ebury

FinTech

AssociateClientPortfolioManager

$10000–15000k ~AI est. Budapest, Hungary FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Associate Client Portfolio Manager at Ebury. Skills: Portfolio management, FX risk, Deal structuring, Client relationships. Manage client portfolio. Execute FX hedging”

What You'll Achieve.

Achieve repeat business revenue; Achieve new business revenue; Reduce client churn; Upsell multiple products; Cross-sell multiple products; Increase wallet-share

Industry & Context.

FinTech

What They're Looking For.

Must Have

Financial Services experience, Sales or relationship management role, Dealing experience, Trading experience, Account management experience, FX institution experience, Commercial bank experience, Selling financial instruments experience, SME client sales experience, Corporate client sales experience, Compliance requirements understanding, Proven new business opportunities record, Skilled negotiator, Senior level relationship building, Hungarian fluency, Business-level English

Nice to Have

Established network of contacts, Academic background in Business, Academic background in Finance

What You'll Do.

Manage client portfolio

Execute cash management

Upsell Ebury products

Assist business origination

Understand client business environments

Understand client strategies

Understand client industry

Provide best solutions

Understand competition capabilities

Understand competition gaps

Position Ebury solutions

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 for 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 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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