Client Portfolio Manager

1 week ago

Stockholm, Sweden Ebury Full time

Ebury is a hyper-growth FinTech firm, named in as one of the top 15 European Fintechs to work for by AltFi. We offer a range of products including FX risk management, trade finance, currency accounts, international payments and API integration.

Client Portfolio Manager

Ebury Stockholm  - Office based 4 days a week - flexible working from home 1 day a week

We are looking for an Client Portfolio Manager in our Stockholm Office, with proven dealing / trading experience and exceptional sales skills. 

Our Client Portfolio Manager's make the magic happen. They’re the ones who offer expert and bespoke suggestions and ideas to our clients, helping them make their international business dreams come true, while providing them with guidance and strategies to minimise FX risk nightmares. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth. 

Our best Client Portfolio Manager's go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles.

You will be a crucial contributor to the growth of Ebury, responsible for promoting the growth of Ebury. You will do this through independent research and campaigns, targeting international operating companies in the local market.

As an Client Portfolio Manager you will:

Service a portfolio of corporate clients across a range of different products, including FX hedging, lending, & cash management. Execution of FX trades (SPOT, FWD, NDF, etc.) with multiple liquidity providers, using various different trading platforms, as well as Bloomberg/Reuters. Collaborate with sales teams to assist in business origination. Understand the client's business environments, strategies, and industry to provide the best solution for their situation. Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions. Deliver on dealer-specific KPIs including repeat & new business revenues, reducing client churn, upselling high margin products and increasing wallet-share. Building & maintaining strong client relationships through client meetings. Expand existing business and provide feedback to technology and product managers. Originate new business via networking with existing clients for business referrals.

Required Experience:

Strong Financial Services sales experience (sales/relationship management role). Contacts network would be an advantage. Experience of working in a commercial bank (one or several) selling to SME's. Alternatively, relevant experience in an environment different to a bank (this could be FX specialist, cash management etc) desirable. Knowledge of compliance requirements. Business/finance academic background would be a plus.

Competencies and Personal Characteristics:

Fluent Swedish and a professional level of English. Proven ability of bringing passion, energy and motivation to a sales organisation. Proven track record of exceeding sales quotas and market share goals. Comfortable with a phone sales approach. First-class communication skills, able to win commitment and buy-in. Able to develop sales strategies, techniques and tactics based on customer feedback and market environment; presents key selling points, features, and benefits while focusing message on customer needs and expectations. Skilled negotiator, able to build and leverage relationships at senior levels. Quick learner especially on system; strong analytical skills.

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