Ebury

Financial Services

ClientPortfolioManager

€45–65k ~AI est. Vilnius, Lithuania
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Client Portfolio Manager at Ebury. Skills: Portfolio management, FX risk, Client relationships. Manage portfolio of clients. Execute FX hedging”

What You'll Achieve.

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

Industry & Context.

Financial Services

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, Established FX institution experience, Commercial bank experience, Selling financial instruments experience, Solid understanding of compliance, Exceptional communication skills, Sophisticated statistical analysis, Sophisticated fundamental analysis, Sophisticated risk management practices, Proven record of new business, Skilled negotiator, Fluency in Lithuanian, Business-level English

Nice to Have

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

What You'll Do.

Manage portfolio of clients

Execute cash management

Upsell Ebury's product capabilities

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 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

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. Client Portfolio Manager Ebury Vilnius - Office based *Exceptional on target earnings potential* We are looking for a Client Portfolio Manager in our Vilnius 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 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, reducing client churn, upselling cross-selling multiple rele

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