Associate Client Portfolio Manager (Swiss-German Desk)

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Ebury’s Associate Client Portfolio Manager on the Swiss German desk in Zurich blends relationship management with deal execution across FX hedging, lending, payments and cash management, while upselling Ebury’s product suite. You’ll collaborate with a sales team, understand client environments, and position solutions to reduce FX risk while delivering on revenue, churn and wallet share KPIs. What matters most is proven financial services sales or RM experience, an established network, fluent Swiss German and business English, and a track record of new business and cross selling. To apply, tailor your CV to highlight relevant FX and banking experience, include concrete numbers, and craft a concise cover note with a client success story, then apply online or connect with Ines Figueiredo on LinkedIn.

Associate Client Portfolio Manager (Swiss-German)

Ebury Zurich Office - Office based

*Exceptional on target earnings potential*

We are looking for a Client Portfolio Manager in our Zurich Office, with proven dealing, 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, lending, 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 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 Swiss-German and strong business-level English

Why Ebury? 

• Generous commission structure and unlimited earning potential 
• An impressive product suite including Trade Finance 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 Zurich Office: A fantastic location with excellent transport links.

Click the ‘Apply’ Today and discover your potential at Ebury!

You can also connect with me on LinkedIn - Ines Figueiredo

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