Client Portfolio Manager

Ebury; Milano; In loco; EUR 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Generous commission

Global opportunities

Mentorship

Career growth

Cutting-edge technology

Healthcare benefits

Central Milan office

Descrizione del lavoro

Ebury Milan is seeking a Client Portfolio Manager to lead a portfolio of corporate clients, architecting FX hedging, payments and cash management strategies. You will collaborate with a top-tier sales team to origination and expand business while minimising FX risk for clients.

The role demands proven trading/account management experience, strong communication, and fluency in Italian with business-level English. Excellent growth opportunities and a generous incentive structure are offered.

Competenze

• Strong Financial Services experience in a sales or relationship management role.
• Experience in FX institutions and/or selling financial instruments to SMEs and corporate clients is preferred.
• Solid understanding of relevant compliance requirements.
• Academic background in Business or Finance is a plus.
• Exceptional communication skills and ability to win commitment.
• Sophisticated technical ability; risk management practices.
• Proven record of identifying and pursuing new business opportunities.

Mansioni

• Manage a portfolio of corporate clients, executing products including FX hedging, payments and cash management; upsell Ebury’s product suite.
• Collaborate with a large sales team to originate business; understand clients' environments to provide best solutions.
• Know competitors' capabilities to position Ebury Banking solutions.
• Deliver on KPIs: repeat and new revenues, reduce churn, upsell and cross-sell.
• Build and maintain strong client relationships in meetings and presentations.
• Provide feedback to technology and product managers and expand existing business.
• Originate new business via networking with existing clients.

Conoscenze

Sales experience

Relationship management

FX risk knowledge

Negotiation skills

Communication skills

English fluency

Italian language

Formazione

Business or Finance degree

Descrizione del lavoro

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

Ebury Milan

• Exceptional on target earnings potential*

We are looking for a Client Portfolio Manager in our Milan Office, with proven 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, 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 and 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 Italian and strong business-level English

Why Ebury?

• Generous commission structure and unlimited earning potential
• An impressive product suite including SPF 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 Milan 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.