Ebury

3 weeks ago

Client Portfolio Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Manage a portfolio of corporate clients by executing and optimizing deals across FX hedging, lending, payments, and cash management. Partner with a high-performing sales team to support business origination, present strategies, and position Ebury’s banking solutions against competitors. Own KPIs tied to revenues, churn reduction, upselling, cross-selling, and wallet-share growth, while building strong client relationships and originating new business through networking.

Location: Milan

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Manage a portfolio of corporate clients, executing products including FX hedging, lending, payments, and cash management while upselling Ebury’s capabilities.
•Collaborate with a sales team on business origination by understanding client environments, strategies, and industry to provide solutions using Ebury’s product suite.
•Deliver KPI performance across repeat and new business revenues, reducing client churn, and driving upselling, cross-selling, and wallet-share growth.
•Build and maintain client relationships through client meetings and confidently presenting ideas, proposals, and updates.
•Originate new business through networking for referrals and expand existing business while providing 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 other financial instruments to SMEs and corporate clients.
•Solid understanding of relevant compliance requirements.
•Sophisticated technical ability with statistical/fundamental analysis and risk management practices.
•Fluency in Italian and strong business-level English.

Experience:FintechForeign exchangeBanking

Education:

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

Website LinkedIn

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Ebury

3 weeks ago

Client Portfolio Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Milan

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Manage a portfolio of corporate clients, executing products including FX hedging, lending, payments, and cash management while upselling Ebury’s capabilities.
•Collaborate with a sales team on business origination by understanding client environments, strategies, and industry to provide solutions using Ebury’s product suite.
•Deliver KPI performance across repeat and new business revenues, reducing client churn, and driving upselling, cross-selling, and wallet-share growth.
•Build and maintain client relationships through client meetings and confidently presenting ideas, proposals, and updates.
•Originate new business through networking for referrals and expand existing business while providing 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 other financial instruments to SMEs and corporate clients.
•Solid understanding of relevant compliance requirements.
•Sophisticated technical ability with statistical/fundamental analysis and risk management practices.
•Fluency in Italian and strong business-level English.

Experience:FintechForeign exchangeBanking

Education:

Skills:CommunicationNegotiationRelationship buildingProblem-solving

Languages:ItalianEnglish

Company Brief

Ebury

Industry: Payments

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Funding: Private Equity Backed

Headquarters: London, United Kingdom

Founded: 2009

Website LinkedIn