Ebury
FinTech
FXClientPortfolioManager(FXDealer)
Neural analysis suggests this role is
optimal for Manager candidates.
“FX Client Portfolio Manager (FX Dealer) at Ebury. Skills: FX hedging, Lending, Payments, Cash management. Manage portfolio of corporate 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.
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 compliance requirements, Proven record new business opportunities, Skilled negotiator, Fluency in Romanian, 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 corporate 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 with existing clients
Generate business referrals
How You'll Work.
Team & Collaboration
Collaborate with sales team; Provide feedback to managers
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. FX Client Portfolio Manager (FX Dealer) Ebury Bucharest - Office based *Exceptional on target earnings potential* We are looking for an FX Client Portfolio Manager in our Bucharest 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 of Client Portfolio Managers are inspired, motivated and proficient in their roles. What you’ll do as an FX 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, redu
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