Client Portfolio Manager

Ebury
Milan
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Communication","Negotiation","Relationship-building","Problem-solving"]

Manage a portfolio of corporate clients in the Milan office by executing FX hedging, payments, and cash management deals. Build and maintain relationships through client meetings and tailored proposals, while upselling Ebury’s product suite and improving wallet-share. Partner with a large sales team to support business origination, understand client needs and competition, and deliver KPIs across repeat/new revenues and churn reduction.

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FursaFursa
Ebury
Ebury
5 days ago

Client Portfolio Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Manage a portfolio of corporate clients in the Milan office by executing FX hedging, payments, and cash management deals. Build and maintain relationships through client meetings and tailored proposals, while upselling Ebury’s product suite and improving wallet-share. Partner with a large sales team to support business origination, understand client needs and competition, and deliver KPIs across repeat/new revenues and churn reduction.
Location: Milan
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of corporate clients, executing products including FX hedging, payments, and cash management.
  • •Upsell Ebury’s product capabilities and deliver KPIs such as repeat/new business revenues, churn reduction, and wallet-share growth.
  • •Collaborate with a large sales team to assist business origination and provide solutions using Ebury’s product suite.
  • •Build and maintain strong client relationships via professional presentations, proposals, and deal execution updates.
  • •Originate new business through networking and provide feedback to technology and product managers.

Pay and Benefits

Perks:Health Insurance

Key Requirements

  • •Strong Financial Services experience in a sales or relationship management role, with an established network of contacts.
  • •Experience working in an FX institution and/or commercial bank, or selling financial instruments to SMEs and corporate clients.
  • •Solid understanding of relevant compliance requirements.
  • •Sophisticated technical ability in statistical/fundamental analysis and risk management practices.
  • •Fluency in Italian and strong business-level English, with exceptional communication and negotiation skills.
Experience:FintechFinancial servicesFX
Skills:CommunicationNegotiationRelationship-buildingProblem-solving
Languages:ItalianEnglish

Company Brief

Ebury
Provides international payments, FX, and treasury solutions for SMEs and mid-market companies, enabling cross-border transactions, multi-currency accounts, and financing services to support global trade and cash flow management.
Industry: Payments
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: Private Equity Backed
Headquarters: London, United Kingdom
Founded: 2009
WebsiteLinkedIn