Junior Client Portfolio Manager

Ebury; Greater London; On-site; GBP 40,000 - 75,000; Full time

Benefits offered by this job

Hyper-growth fintech culture

Clear progression path

Develop client relationship skills

Own book of clients

Supportive growth-focused structure

Job summary

Ebury is seeking a Sales/Client Servicing professional to manage a portfolio of 300 corporate clients, trading online through our EBO platform. You will understand each client’s FX needs and business activity, promoting Ebury as the primary platform for trading and international payments.

The role requires strong communication, ability to work under pressure, and the capacity to liaise across internal teams to deliver best-in-class service and identify growth opportunities.

Qualifications

• Passion for sales/client servicing with FX knowledge is essential.
• Ability to work in a fast-paced, client-facing environment.
• Experience with MS Excel and reporting is a plus.

Responsibilities

• Manage a portfolio of 300 clients trading online via the EBO platform.
• Understand clients' FX needs and activity to tailor solutions.
• Ensure Ebury is the main platform for trading and international payments.

Skills

Sales experience

FX knowledge

Client servicing

Communication skills

Pressure handling

Multitasking

Internal collaboration

MS Excel

Tools

Microsoft Excel

Job description

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.

Ebury London Victoria office - Onsite

We are offering an exciting opportunity to join a fast growing team in London. You will take on a book of corporate clients, providing daily operational and trading assistance as well as building relationships and upselling Ebury's products. You’ll have a combination of client-facing skill/experience, operational know-how and problem-solving abilities. In order to support the day-to-day relationship of our corporate accounts, you will possess these qualities with the ability to expertly switch between each as needed. You’ll be servicing the revenue and growth area of the business at an exciting time for the company. You will act as an ambassador for the product and service at a customer-facing level.

About you:

• A passionate individual with a strong interest in sales/client servicing
• Very good knowledge of FX
• Prepared to go the extra mile to exceed customer expectations and experience
• Desire to deliver best in class service, to support our industry-leading offering
• Strong written and verbal communication skills
• Strives in high pressure/pace environment
• Ability to excel within a busy client-facing environment with significant monthly workload peaks (previous experience preferred)
• Managing workload around tight time constraints
• Confidence in liaising and mediating between multiple internal departments to find solutions
• Confidence in dealing directly with clients as an ambassador for the brand and product in terms of your service approach and interpersonal skills
• Have the capacity to manage different types and nature of enquiry simultaneously across several platforms and for a different type of clients
• Resolve client issues as they arise
• Ability to multitask/prioritise – working around the daily deadline
• Confidence to promote the company offering and awareness to identify new opportunities to grow new and existing key accounts. This could be in terms of new currency requirements/ upcoming client needs, working with sales/commercial teams as appropriate, highlighting developments & improvements to the product to our clients etc.
• Head for numbers – confidence dealing with numbers - exchange rates, profit margins and an awareness of commercial implications
• Dealing with live currency trade booking, banking information, figures and high value/volume payments and clients - accuracy of work is particularly key
• Helping clients identify issues preemptively (e.g. payment dates, banking data etc.)

Drive to solve problems:

• Self-starter with the initiative and ability to ‘get stuck in’ - Confidence to find solutions working with teams internally – take ownership of client issues/ queries and see through to end
• Interest in currency markets helpful
• Experience with Microsoft suite (particularly excel)

Role:

• You will be looking after a portfolio of 300 clients who will be trading online through our EBO platform
• You will have an understanding of clients' business activity/core business, FX needs
• Making sure clients have Ebury as their main platform for trading and making payments internationally

The ideal candidate will have the following:

• Sales skills / experience is a PLUS
• Knowledge of all products Ebury does offer
• Being able to adapt in a constant evolving and challenging environment

It is an exciting and challenging opportunity for anyone looking to take the next step into a Dealing/Client Portfolio Management.

What we can offer you:

• A career with Ebury, which is a hyper-growth FinTech firm, named in 2021 as one of the top 15 European Fintechs to work for by Glassdoor and AltFi.
• A clear path for progression, mapped out by your individual goals and personal objectives.
• The tools to develop and master your client relationship skills with the view to you becoming the primary Servicing Executive on a number of accounts.
• The opportunity to service and develop your own book of clients.
• A support structure that will drive you to succeed in your next goal.

Important Security Notice for Job Applicants:

Ebury only accepts applications via official Ebury channels. We will only contact you from an @ ebury.com domain. Always check the emails you receive from us, and note that we will never request payment for any part of the recruitment process. Stay safe and report suspicious activity.

Notice to Recruitment Agencies and Search Firms:

Ebury does not accept unsolicited resumes, CVs, or candidate profiles from recruitment agencies or search firms without signed written Ebury recruitment terms in place for a specific role. Any unsolicited applications will be considered the sole property of Ebury. Ebury will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or subsequent hires.

AI Transparency Statement:

Ebury uses Artificial Intelligence (AI) and automated tools to help streamline certain parts of our recruitment process, however, these tools are strictly for administrative efficiency. All hiring decisions, including application reviews, shortlisting, and final selections are evaluated and conducted by human talent acquisition professionals and hiring managers.

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 2000+ 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.