Client Portfolio Manager (FX Dealer)

Ebury Partners Hong Kong Limited; Hong Kong; On-site; HKD 600,000 - 720,000; Full time

Benefits offered by this job

Generous commission structure

Unlimited earnings potential

International development"s

Mentorship program

Modern tech tools

Job summary

Ebury Partners Hong Kong Limited is seeking a Client Portfolio Manager in our Hong Kong Office to manage a portfolio of corporate clients, handling FX hedging, payments, and relationship management. You will collaborate with a large sales team to originate business, upsell product capabilities, and deliver strategies that minimise FX risk for clients, while driving growth and wallet-share.

Strong communication, market knowledge and cross-functional collaboration are essential in a dynamic,

Qualifications

• Strong Financial Services sales/relationship experience.
• Established network of contacts advantageous.
• Experience in FX institutions or banks or selling to SMEs.
• Understanding of relevant compliance requirements.
• Academic background in Business or Finance.
• Excellent communication and negotiation skills.
• Analytical/risk management capabilities.
• Fluent in Cantonese and Mandarin; English at business level.

Responsibilities

• Manage a portfolio of corporate clients and execute FX hedging, supplier payments financing, payments and cash management.
• Upsell Ebury's product capabilities to maximise wallet-share.
• Collaborate with a large sales team to source new business.
• Understand client environments to tailor solutions using Ebury's product suite.
• Know competitors' capabilities to position Ebury's banking solutions.
• Maintain strong client relationships and present proposals effectively.
• Provide feedback to technology/product teams to expand offerings.
• Originate new business via existing client referrals and networking.

Skills

Financial services experience

Sales or relationship management

Multilingual: Cantonese & Mandarin

Business-level English

Strong communication skills

Analytical and risk management skills

Education

Academic background in Business or Finance

Job description

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.

CentralOffice: A fantastic location with excellent transport links.