Client Portfolio Manager

Ebury
Milan
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Communication","Risk management","Negotiation","Relationship building","Compliance awareness"]

Manage a portfolio of corporate clients, owning trading account setup, relationship management, and deal execution across FX hedging and cash/payment solutions. Provide expert, bespoke recommendations to help clients minimize FX risk, upsell and cross-sell products, and grow wallet share. Partner with a sales team for business origination, deliver on KPIs, and present proposals and updates confidently while expanding the client base through referrals and networking.

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FursaFursa
Ebury
Ebury
23 hours ago

Client Portfolio Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Manage a portfolio of corporate clients, owning trading account setup, relationship management, and deal execution across FX hedging and cash/payment solutions. Provide expert, bespoke recommendations to help clients minimize FX risk, upsell and cross-sell products, and grow wallet share. Partner with a sales team for business origination, deliver on KPIs, and present proposals and updates confidently while expanding the client base through referrals and networking.
Location: Milan
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Manage a portfolio of corporate clients and execute products including FX hedging, payments, and cash management.
  • •Upsell and cross-sell Ebury’s product capabilities while ensuring a best-in-class client proposition.
  • •Collaborate with the sales team on business origination and provide solutions based on clients’ business environments and strategies.
  • •Deliver KPIs including repeat and new business revenues, reducing churn, and increasing wallet-share.
  • •Build and maintain strong client relationships through meetings and confident presentations of ideas, proposals, and updates.

Pay and Benefits

Perks:Health InsuranceSocial Benefits

Key Requirements

  • •Strong financial services experience in a sales or relationship management role with an established network of contacts.
  • •Experience in an FX institution and/or commercial bank, or selling other 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.
Experience:Financial servicesFXBanking
Skills:CommunicationRisk managementNegotiationRelationship buildingCompliance awareness
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