Client Portfolio Manager (FX Dealer)

Ebury
Hong Kong
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Communication","Negotiation","Relationship management","Problem-solving","Risk management"]

Manage a portfolio of Hong Kong corporate clients by setting up trading accounts, maintaining relationships, and executing FX deals. You’ll upsell and cross-sell Ebury’s products such as FX hedging, supplier payments financing, and cash management, partnering with the sales team on business origination. Deliver KPIs across revenue growth and client churn reduction while presenting proposals and providing feedback to product and technology teams.

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FursaFursa
Ebury
Ebury
1 day ago

Client Portfolio Manager (FX Dealer)

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Last checked: 3 hours agoStatus: Live

Job Summary

Manage a portfolio of Hong Kong corporate clients by setting up trading accounts, maintaining relationships, and executing FX deals. You’ll upsell and cross-sell Ebury’s products such as FX hedging, supplier payments financing, and cash management, partnering with the sales team on business origination. Deliver KPIs across revenue growth and client churn reduction while presenting proposals and providing feedback to product and technology teams.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of corporate clients, executing FX hedging, supplier payments financing, payments, and cash management products.
  • •Upsell Ebury’s product capabilities and deliver a best-in-class client proposition while collaborating with the sales team on business origination.
  • •Understand clients’ business environments and industries to provide tailored solutions using Ebury’s product suite.
  • •Build and maintain client relationships through client meetings and professional presentation of ideas, proposals, and updates.
  • •Deliver KPIs including repeat and new business revenue, reducing churn, upselling/cross-selling, and expanding wallet-share.

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 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 Cantonese and Mandarin, with Business-level English, plus exceptional communication and negotiation skills.
Experience:Financial servicesFXBanking
Skills:CommunicationNegotiationRelationship managementProblem-solvingRisk management
Languages:CantoneseMandarinEnglish

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