Senior Client Portfolio Manager (Senior FX Dealer)

The role

The Client Portfolio Manager manages a portfolio of corporate clients by executing FX hedging, supplier payments financing, payments, and cash management. They provide bespoke strategies to minimize FX risk and collaborate with sales teams to assist in business origination.

What you will do

• Manage a portfolio of corporate clients
• Execute FX hedging, supplier payments financing, payments and cash management
• Upsell Ebury's product capabilities
• Collaborate with a sales team to assist in business origination
• Understand competition capabilities and gaps
• Deliver on specific KPIs including revenue and reducing client churn
• Build and maintain strong client relationships through meetings
• Expand existing business and provide feedback to technology and product managers
• Originate new business via networking with existing clients

Required qualifications

• Strong Financial Services experience in a sales or relationship management role
• Experience working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients
• Solid understanding of relevant compliance requirements
• Exceptional communication skills
• Sophisticated technical ability in statistical/fundamental analysis and risk management practices
• Proven record of identifying and pursuing new business opportunities
• Skilled negotiator able to build and leverage relationships at senior levels
• Fluency in Cantonese and Mandarin
• Business-level English

Nice to have

• An established network of contacts is a distinct advantage
• Academic background in Business or Finance is a plus

Benefits

• Generous commission structure and unlimited earning potential
• International development opportunities including attending global Boot Camps
• Career development and progression
• Dedicated Mentorship
• Cutting-Edge Technology
• Dynamic & Supportive Culture
• Generous Benefits Package including health care and social benefits
• Central Office with excellent transport links

About the company

Ebury is a fast-growing fintech leader that delivers integrated solutions like business accounts, hedging, and financing on a single platform. The company employs over 2000 people across nearly 70 cities.