Client Portfolio Manager

Experteer Overview

As a Client Portfolio Manager at Ebury in Milan, you manage a portfolio of corporate clients, executing diverse products and shaping tailored FX risk strategies. You collaborate with a large sales team to originate and expand business, staying ahead of competitors to position Ebury’s banking solutions. Your role combines relationship management, deal structuring, and product upsell to drive growth and client value. You join a culture that values collaboration, development, and innovation, with opportunities to mentor others and advance into leadership.

Retribuzione / Benefits

• Manage a portfolio of corporate clients and execute a range of products (FX hedging, lending, payments, cash management)
• Upsell and cross-sell Ebury’s product capabilities to enhance client value
• Collaborate with the sales team for business origination and client acquisition
• Understand clients’ environments and industry to tailor solutions using Ebury’s product suite
• Analyze competition to position Ebury’s banking solutions effectively
• Achieve KPIs related to revenue, churn reduction, and wallet share
• Maintain strong client relationships through meetings and professional presentations
• Provide feedback to technology and product teams based on client needs
• Originate new business via networking and referrals

Responsabilità

• Strong Financial Services experience in sales or relationship management
• Established network of contacts is advantageous
• Experience in FX or financial instruments with SMEs and corporates
• Solid understanding of compliance requirements
• Business or Finance background is a plus
• Exceptional communication and ability to win commitment
• Statistical/fundamental analysis and risk management skills
• Track record of identifying and pursuing new business opportunities
• Skilled negotiator with senior-level relationship capabilities
• Fluency in Italian and business-level English

Requisiti fondamentali

• Generous commission structure
• Unlimited earning potential
• Mentorship
• Career development and progression
• Cutting-edge technology
• International development opportunities