Manager / Client Portfolio Manager (Milano)

Manager / Client Portfolio Manager (Milano)

07 set
|
Ebury
|
Milano

07 set

Ebury

Milano

Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed. If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future. Client Portfolio Manager Ebury Milan - Office based ~ We are looking for a Client Portfolio Manager in our Milan Office, with proven 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 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, 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. Expand existing business and provide feedback to technology and product managers.



Originate new business via networking with existing clients for business referrals. Strong Financial Services experience in a sales or relationship management role. 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 statistical/fundamental analysis & risk management practices Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition) Fluency in Italian and strong business-level English Generous commission structure and unlimited earning potential An impressive product suite including SPF 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. 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: Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits. Central Milan Office: Ebury delivers sophisticated,



integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. To help businesses operate and scale globally. Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage. The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars. We believe in inclusion. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story. Important Security Notice For Job Applicants Always check the emails you receive from us, and note that we will never request payment for any part of the recruitment process. Stay safe and report suspicious activity. Notice To Recruitment Agencies And Search Firms Ebury does not accept unsolicited resumes, CVs, or candidate profiles from recruitment agencies or search firms without signed written Ebury recruitment terms in place for a specific role. Ebury will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or subsequent hires. AI Transparency Statement Ebury uses Artificial Intelligence (AI) and automated tools to help streamline certain parts of our recruitment process, however, these tools are strictly for administrative efficiency. All hiring decisions, including application reviews, shortlisting, and final selections are evaluated and conducted by human talent acquisition professionals and hiring managers.

📌 Manager / Client Portfolio Manager (Milano)
🏢 Ebury
📍 Milano

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