Client Portfolio Manager

Posted 9 Days Ago
Be an Early Applicant
Stockholm
Senior level
Fintech • Payments • Software
The Role
The Client Portfolio Manager at Ebury will service a portfolio of corporate clients, executing FX trades and collaborating with sales teams. They will provide tailored solutions to minimize FX risk for clients and contribute to Ebury's growth through independent research and business origination. This role entails building strong client relationships and exceeding sales quotas while leveraging market insights.
Summary Generated by Built In

Ebury is a hyper-growth FinTech firm, named in 2021 as one of the top 15 European Fintechs to work for by AltFi. We offer a range of products including FX risk management, trade finance, currency accounts, international payments and API integration.

Client Portfolio Manager

Ebury Stockholm - Office based 4 days a week - flexible working from home 1 day a week

We are looking for an Client Portfolio Manager in our Stockholm Office, with proven dealing / trading experience and exceptional sales skills. 

Our Client Portfolio Manager's make the magic happen. They’re the ones who offer expert and bespoke suggestions and ideas to our clients, helping them make their international business dreams come true, while providing them with guidance and strategies to minimise FX risk nightmares. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth. 

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

You will be a crucial contributor to the growth of Ebury, responsible for promoting the growth of Ebury. You will do this through independent research and campaigns, targeting international operating companies in the local market.

As an Client Portfolio Manager you will:

  • Service a portfolio of corporate clients across a range of different products, including FX hedging, lending, & cash management.
  • Execution of FX trades (SPOT, FWD, NDF, etc.) with multiple liquidity providers, using various different trading platforms, as well as Bloomberg/Reuters.
  • Collaborate with sales teams to assist in business origination. Understand the client's business environments, strategies, and industry to provide the best solution for their situation.
  • Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions.
  • Deliver on dealer-specific KPIs including repeat & new business revenues, reducing client churn, upselling high margin products and increasing wallet-share.
  • Building & maintaining strong client relationships through client meetings.
  • Expand existing business and provide feedback to technology and product managers.
  • Originate new business via networking with existing clients for business referrals.

Required Experience:

  • Strong Financial Services sales experience (sales/relationship management role). Contacts network would be an advantage.
  • Experience of working in a commercial bank (one or several) selling to SME's. Alternatively, relevant experience in an environment different to a bank (this could be FX specialist, cash management etc) desirable.
  • Knowledge of compliance requirements.
  • Business/finance academic background would be a plus.

Competencies and Personal Characteristics:

  • Fluent Swedish and a professional level of English.
  • Proven ability of bringing passion, energy and motivation to a sales organisation.
  • Proven track record of exceeding sales quotas and market share goals.
  • Comfortable with a phone sales approach.
  • First-class communication skills, able to win commitment and buy-in.
  • Able to develop sales strategies, techniques and tactics based on customer feedback and market environment; presents key selling points, features, and benefits while focusing message on customer needs and expectations.
  • Skilled negotiator, able to build and leverage relationships at senior levels.
  • Quick learner especially on system; strong analytical skills.

#LI-AM2

#LI-ONSITE



About Us

Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector.

Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 25 countries worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Bucharest to Toronto, we enjoy sharing team experiences and celebrating success across the Ebury family.

Hard work pays off: in 2019, Ebury received a £350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies.

None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collaborative teams, always ready to disrupt and revolutionise the fast-paced FinTech sector. 

We believe in inclusion. We stand against discrimination in all forms and have no tolerance for 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 because we want you and your uniqueness to help write our future.

Please submit your application on the careers website directly, uploading your CV / resume in English.


The Company
HQ: London
1,519 Employees
On-site Workplace
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

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