
Posted 13 days ago
Associate Client Portfolio Manager
Ebury
Requirements
Financial Services sales or relationship management experience, FX institution or commercial bank experience, Understanding of compliance requirements, Statistical and fundamental analysis skills, Negotiation skills, Fluency in Spanish, Business-level English
Skills
risk managementAccount Management
About the role
Responsibilities
- Manage a portfolio of corporate clients, executing FX hedging, lending, payments, and cash management products.
- Provide bespoke risk management strategies and expert suggestions to minimize client FX risk.
- Collaborate with the sales team to assist in business origination and understand client industry environments.
- Deliver on key performance indicators including revenue growth, client retention, and increased wallet-share.
- Build and maintain strong client relationships through professional meetings and presentations.
- Identify new business opportunities through upselling, cross-selling, and client referrals.
Requirements
- Proven experience in Financial Services sales or relationship management.
- Experience working within an FX institution, commercial bank, or selling financial instruments to SMEs/corporates.
- Fluency in Spanish and strong business-level English.
- Solid understanding of financial compliance requirements.
- Strong technical ability in statistical and fundamental analysis and risk management.
- Exceptional negotiation and communication skills with the ability to influence senior stakeholders.
Preferred Qualifications
- Academic background in Business or Finance.
- An established network of professional contacts within the industry.
Benefits
- Generous commission structure with unlimited earning potential.
- International development opportunities, including global Boot Camps.
- Clear career progression paths into leadership and coaching roles.
- Dedicated mentorship from experienced Client Portfolio Managers.
- Access to state-of-the-art proprietary technology and tools.
- Competitive benefits package including healthcare and social benefits.
About the Company
Ebury is a fast-growing fintech leader that helps ambitious businesses unlock global growth. We provide sophisticated, integrated solutions—including business accounts, hedging, and financing—on a single, seamless platform. With over 1,800 employees across nearly 70 cities, we focus on continuous innovation to build the infrastructure for borderless global commerce.
ScoutJobs Agent
Get matches like this delivered daily
Sign up free — we'll pull jobs that fit your CV from across the web and rank them for you.
Get started — it's freeAssociate Client Portfolio Manager
Ebury · Toronto
