Client Portfolio Manager

Overview

As a Client Portfolio Manager in Milan, you will manage a corporate client portfolio, executing FX hedging and payment solutions while expanding wallet-share. You collaborate with a large sales team to originate business and tailor strategy using Ebury’s product suite. You’ll position our banking solutions against competitors and drive KPI outcomes, including revenue growth and churn reduction. This role offers leadership pathways, mentorship, and exposure to cutting-edge FX tools within a collaborative culture.

Retribuzione / Benefits

generous commission structure

unlimited earning potential

career development and progression

mentorship

cutting-edge technology

dynamic and supportive culture

Responsabilità

Manage a portfolio of corporate clients and execute FX hedging, payments, and cash management

Upsell Ebury’s product capabilities to deliver a best-in-class proposition

Collaborate with the sales team to originate business

Understand client environments to tailor solutions using the product suite

Assess competitors to position Ebury’s banking solutions

Deliver KPIs: revenue growth, churn reduction, upsell/cross-sell, wallet-share increase

Build and maintain strong client relationships; present proposals and updates

Provide feedback to technology and product teams

Originate new business via networking and referrals

Requisiti fondamentali

Strong Financial Services experience in sales or relationship management

Established network of contacts is advantageous

Experience in FX institution and/or commercial bank or selling financial instruments to SMEs/corporate clients

Solid understanding of compliance requirements

Academic background in Business or Finance is a plus

Exceptional communication skills to win commitment

Sophisticated technical ability: statistical/fundamental analysis & risk management

Proven track record of upselling, cross-selling, and new client acquisition

Skilled negotiator with senior-level relationship-building ability

Fluency in Italian and business-level English

exceptional communication

relationship management

collaboration

FX hedging

payments and cash management

statistical/fundamental analysis