Client Portfolio Manager – FX & Cash Solutions (Milan)

Ebury; Lombardia; On-site; EUR 50,000 - 75,000; Full time

Benefits offered by this job

Commission-based pay

Career development opportunities

International opportunities

Mentorship program

Advanced trading tools

Job summary

Ebury in Milan seeks a Client Portfolio Manager to manage and grow a portfolio of corporate clients, delivering FX hedging, payments and cash management solutions. You will partner with a strong sales team to originate business and drive value for clients across the product suite.

The role emphasizes strategic client engagement, risk-aware deal execution and opportunities for career progression within a fast-growing fintech. Fluency in Italian and English is required.

Qualifications

• Strong Financial Services experience in a sales or relationship management role.
• Experience of working in an established FX institution and/or commercial bank.
• Academic background in Business or Finance is a plus.
• Exceptional communication skills, able to win commitment and buy-in.
• Fluency in Italian and strong business-level English.
• 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.

Responsibilities

• 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.

Skills

FX hedging

Payments

Cash management

Client relationship management

Upselling / cross-selling

Networking

Negotiation

Fluency in Italian

Business English

Analytics / risk management

Education

Business or Finance degree

Tools

Proprietary trading tools

Job description

Ebury in Milan seeks a Client Portfolio Manager to manage and grow a portfolio of corporate clients, delivering FX hedging, payments and cash management solutions. You will partner with a strong sales team to originate business and drive value for clients across the product suite.

The role emphasizes strategic client engagement, risk-aware deal execution and opportunities for career progression within a fast-growing fintech. Fluency in Italian and English is required.