Ebury
Fintech
PortfolioManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Portfolio Manager at Ebury. Skills: Client Portfolio Management, FX Trading, Relationship Management. Manage a portfolio of corporate clients. Execute a range of different products”
What You'll Achieve.
Minimise FX risk challenges; Give clients the best value; Contribute to Ebury’s growth; Repeat and new business revenues; Reducing client churn; Upselling cross-selling multiple relevant products; Increasing wallet-share
Industry & Context.
What They're Looking For.
Must Have
Financial Services experience in a sales or relationship management role, Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients, Solid understanding of relevant compliance requirements, Exceptional communication skills, able to win commitment and buy-in, 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 Dutch and English
Nice to Have
An established network of contacts is a distinct advantage, Academic background in Business or Finance is a plus, Sophisticated technical statistical/fundamental analysis & risk management practices
What You'll Do.
Manage a portfolio of corporate clients
Execute a range of different products
Upsell Ebury’s broad product capabilities
Understand clients' business environments
Deliver on dealer-specific KPIs
Build and maintain client relationships
Expand existing business
Originate new business
How You'll Work.
Team & Collaboration
Collaborate with a large, successful sales team
Communication Scope
Exceptional communication skills; 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. Client Portfolio Manager Ebury Amsterdam - Office Based We are looking for an FX Dealer in our Amsterdam 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 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 dealer-specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share. Building a
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