Client Portfolio Manager

Ebury
Mexico City
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Communication","Negotiation","Relationship building"]

Manage a portfolio of corporate clients in Mexico City, owning trading account set up, relationship management, and deal execution. Drive new business acquisition through research, outreach, and networking, while executing FX hedging, lending, payments, and cash management solutions. Collaborate with a sales team, deliver on KPIs (revenue, churn reduction, wallet share), present proposals to senior stakeholders, and expand existing business by feeding insights to product and technology teams.

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FursaFursa
Ebury
Ebury
1 day ago

Client Portfolio Manager

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Last checked: 5 hours agoStatus: Live

Job Summary

Manage a portfolio of corporate clients in Mexico City, owning trading account set up, relationship management, and deal execution. Drive new business acquisition through research, outreach, and networking, while executing FX hedging, lending, payments, and cash management solutions. Collaborate with a sales team, deliver on KPIs (revenue, churn reduction, wallet share), present proposals to senior stakeholders, and expand existing business by feeding insights to product and technology teams.
Location: Mexico City
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Drive new business acquisition by identifying, engaging, and onboarding corporate clients through research, outreach, and networking.
  • •Manage a portfolio of corporate clients and execute products including FX hedging, lending, payments, and cash management.
  • •Upsell and cross-sell Ebury’s product suite, building best-in-class propositions to increase wallet share.
  • •Deliver on KPIs covering repeat and new business revenues, reducing client churn, and meeting upsell/cross-sell goals.
  • •Build and maintain client relationships by presenting ideas, proposals, and updates; 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 including statistical/fundamental analysis and risk management practices.
  • •Fluency in the local language and strong business-level English.
Experience:Financial servicesFX tradingBankingFintech
Education:
Skills:CommunicationNegotiationRelationship building
Languages:English

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