Portfolio Manager

Ebury; Milano; In loco; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

A global fintech firm in Milan is seeking a Portfolio Manager to manage corporate client portfolios while offering financial solutions. The ideal candidate has strong financial services experience, is fluent in Italian and English, and excels in client engagement and business development. This role offers unlimited earning potential with a generous commission structure and opportunities for international development.

Servizi

Generous commission structure

Career development opportunities

Cutting-edge technology and tools

Dynamic support culture

Competenze

• Established network of contacts in financial services is a distinct advantage.
• Solid understanding of relevant compliance requirements.
• Proven track record in business acquisition and upselling.

Mansioni

• Manage a portfolio of corporate clients with various financial products.
• Collaborate with sales team for business origination.
• Build and maintain strong client relationships.

Conoscenze

Strong Financial Services experience

Experience in FX institutions or commercial banks

Exceptional communication skills

Fluency in Italian and strong business-level English

Negotiation skills

Formazione

Academic background in Business or Finance

Descrizione del lavoro

Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we’ve grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You’ll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.

Overview

Portfolio Manager – Ebury Milan, Office based. This role offers exceptional on-target earnings potential within a collaborative sales-driven environment.

What you’ll do as a Portfolio Manager

• Manage a portfolio of corporate clients, executing a range of products including FX hedging, lending, payments and cash management. Upsell Ebury’s broad product capabilities to deliver a best-in-class client proposition.
• Collaborate with a large, successful sales team to assist in business origination. Understand clients’ business environments, strategies, and industries to provide the best solution using Ebury’s product suite.
• Know and understand the competition’s capabilities and gaps to better position Ebury’s Banking solutions.
• Deliver on dealer-specific KPIs, including repeat and new business revenues, reducing client churn, upselling/cross-selling multiple products, and increasing wallet-share.
• Build and maintain strong client relationships through meetings, presenting ideas, proposals, and updates to clients in a confident and professional manner.
• Expand existing business and provide feedback to technology and product managers.
• Originate new business via networking with existing clients for 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 and risk management practices.
• Proven track 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 Trade Finance with innovative products.
• International development opportunities, including global Dealing Boot Camps.
• Career development and progression; experienced dealers with FX knowledge move into leadership roles.
• Dedicated mentorship from Dealing Managers invested in your success.
• Cutting-edge technology with state-of-the-art tools and systems.
• Dynamic and supportive culture that prioritizes teamwork and personal growth.
• Generous benefits package, including location-specific health care and social benefits.

Location

Milan – Office with excellent transport links.

Click the 'Apply' today and discover your potential at Ebury!

You can also connect with me (Helga Barros) on LinkedIn.

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About Us

• Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector.
• Founded in 2009, headquartered in London with more than 1,700 staff across 29+ markets worldwide. Cultural diversity is a core value.
• In 2019, Ebury received a £350 million investment from Banco Santander and has earned internationally recognized awards, including Financial Times 1000 Europe’s Fastest-Growing Companies.