Client Portfolio Manager (FX Dealer)

Leadingnation; Hong Kong; On-site; HKD 480,000 - 800,000; Full time

Benefits offered by this job

Generous commission structure

Unlimited earning potential

Central HK office location

Job summary

Ebury Hong Kong, an office-based role, is seeking a Client Portfolio Manager with proven dealing, trading and account management experience to oversee a portfolio of corporate clients and execute deals. The CPM will provide bespoke FX strategies to minimise risk while driving growth and cross-sell across Ebury’s product suite.

The role focuses on relationship management, deal execution, and collaboration with a strong sales team to originate new business and expand wallet-share.

Qualifications

• Strong Financial Services experience in a sales or relationship management role.
• Experience in 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.
• Fluency in Cantonese and Mandarin, with Business-level English.

Responsibilities

• Manage a portfolio of corporate clients, executing a range of products including FX hedging, supplier payments financing, payments and cash management; upsell Ebury’s product capabilities.
• Collaborate with a large sales team to assist in business origination; understand clients' business environments to provide best solutions using Ebury's product suite.
• Know and understand competition's capabilities to position Ebury Banking solutions.
• Deliver on KPIs including revenue, reducing churn, and increasing wallet-share.
• Build and maintain strong client relationships through meetings and confident presentations of ideas and updates.
• Expand existing business and provide feedback to technology and product managers.
• Originate new business via networking with existing clients.

Skills

Financial Services

Relationship Management

FX Experience

Account Management

Negotiation

Client Relationships

Communication Skills

English Proficiency

Cantonese & Mandarin

Education

Business or Finance degree

Job description

• Stay safe and report suspicious activity
• Notice To Recruitment Agencies And Search Firms
• The successful candidate will manage a portfolio

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.

Client Portfolio Manager - FX

Ebury Hong Kong - Office based

• Exceptional on target earnings potential*
  

We are looking for a Client Portfolio Manager in our Hong Kong 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, supplier payments financing, 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 Cantonese and Mandarin, with Business-level English
  

Why Ebury?

• Generous commission structure and unlimited earning potential
• An impressive product suite including Supplier Payment Financing 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 Office: A fantastic location with excellent transport links.
  

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.

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.