Ebury
FinTech
AssociateClientPortfolioManager
Neural analysis suggests this role is
optimal for Mid candidates.
“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.
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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