Client Portfolio Manager

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

Manage a portfolio of corporate clients across FX hedging, lending, payments, and cash management. You’ll execute and structure deals, upsell Ebury’s product suite, and collaborate with a sales team on business origination. The role focuses on delivering KPIs like revenue growth, churn reduction, and wallet-share expansion through client meetings and professional presentations. You’ll also provide feedback to product and technology teams while sourcing new referrals through networking.

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FursaFursa
Ebury
Ebury
2 days ago

Client Portfolio Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Manage a portfolio of corporate clients across FX hedging, lending, payments, and cash management. You’ll execute and structure deals, upsell Ebury’s product suite, and collaborate with a sales team on business origination. The role focuses on delivering KPIs like revenue growth, churn reduction, and wallet-share expansion through client meetings and professional presentations. You’ll also provide feedback to product and technology teams while sourcing new referrals through networking.
Location: Mexico City
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of corporate clients, executing a range of FX, lending, payments, and cash management products.
  • •Upsell and position Ebury’s product capabilities to deliver a best-in-class client proposition.
  • •Collaborate with a sales team to support business origination and provide solutions aligned to client environments and strategies.
  • •Deliver KPIs including repeat and new business revenues, reduced churn, cross-selling, and increased wallet-share.
  • •Build and maintain client relationships through professional meetings and presentations, and originate new business via networking referrals.

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 being advantageous.
  • •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 including statistical/fundamental analysis and risk management practices.
  • •Fluency in Spanish and strong business-level English, with exceptional communication skills to secure buy-in.
Experience:Financial servicesFXCommercial bankingSMECorporate clients
Skills:CommunicationNegotiationRelationship buildingRisk managementProblem-solving
Languages:SpanishEnglish

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