Associate Client Portfolio Manager (Mandarin Desk)

Posted 9 Days Ago
Be an Early Applicant
Düsseldorf, Nordrhein-Westfalen, DEU
In-Office
Mid level
Fintech • Payments • Software
The Role
The Associate Client Portfolio Manager will manage a corporate client portfolio, execute trades, maintain relationships, and deliver solutions to minimize their FX risks.
Summary Generated by Built In

Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.

If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future.

Associate Client Portfolio Manager

Ebury Düsseldorf Office- Office based

*Exceptional on target earnings potential*

We are looking for a Client Portfolio Manager in our Office, with proven dealing, trading and account management experience. The successful candidate will manage a portfolio of clients taking responsibility for trading account set up, relationship management and deal execution.

Our CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth. 

Our best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles.

What you’ll do as a Client Portfolio Manager

  • Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll upsell Ebury’s broad product capabilities, ensuring a best-in-class client proposition.
  • Collaborate with a large, successful sales team to assist in business origination. Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite.
  • Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions.
  • Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share. 
  • Building and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients.
  • Expand existing business and provide feedback to technology and product managers.
  • Originate new business via networking with existing clients for business referrals.

What you’ll need

  • Strong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage.
  • Experience of 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.
  • Academic background in Business or Finance is a plus
  • Exceptional communication skills, able to win commitment and buy-in.
  • Sophisticated technical ability; statistical/fundamental analysis & risk management practices 
  • Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition)
  • Skilled negotiator, able to build and leverage relationships at senior levels.
  • Fluency in Mandarin and strong business-level English and German

Why Ebury? 

  • Generous commission structure and unlimited earning potential 
  • An impressive product suite including Trade Finance with more innovative and cutting edge products.
  • International development opportunities including attending global Boot Camps.
  • Career development and progression: Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions.
  • Dedicated Mentorship: Learn directly from experienced Client Portfolio Managers who are invested in your success.
  • Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
  • Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
  • Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
  • Central Düsseldorf Office: A fantastic location with excellent transport links.

Click the ‘Apply’ Today and discover your potential at Ebury!


#LI-HB1

#LI-ONSITE

About us

Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally. 

Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team. 

At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage. 

The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.

We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.

Top Skills

Cash Management
Fx Hedging
Payments
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
1,519 Employees
Year Founded: 2009

What We Do

About Ebury® Ebury is a Fintech company specialised in international payments, collections, and foreign exchange services. It offers financial solutions aimed mainly at SMEs and midcaps. Ebury offers foreign exchange activity in over 130 currencies - for both major and emerging markets - as well as cash management strategies, trade finance, and foreign exchange risk management. Founded in London in 2009 by Spanish engineers Juan Lobato and Salvador García, the company has grown its global market presence to a network of 31 offices in 21 countries and more than 1,300 employees. Throughout its history, the company has received more than 20 international awards, including the Financial Times 1000 Europe's fastest-growing companies 2020 and The Sunday Times Tech Track 100. All these recognitions place Ebury as one of the leading European financial technology companies. ebury.com

Similar Jobs

CrowdStrike Logo CrowdStrike

Sr. Security Researcher (Remote)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
4 Locations
10000 Employees

Zscaler Logo Zscaler

Senior Sales Engineer

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
Germany
8697 Employees

Zscaler Logo Zscaler

Account Executive

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
Germany
8697 Employees

ServiceNow Logo ServiceNow

Enterprise Account Executive

Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Remote or Hybrid
Düsseldorf, Nordrhein-Westfalen, DEU
28000 Employees

Similar Companies Hiring

Milestone Systems Thumbnail
Software • Security • Other • Big Data Analytics • Artificial Intelligence • Analytics
Lake Oswego, OR
1500 Employees
Fairly Even Thumbnail
Software • Sales • Robotics • Other • Hospitality • Hardware
New York, NY
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account