Overview
As a Client Portfolio Manager in Milan, you will manage a corporate client portfolio, executing FX hedging and payment solutions while expanding wallet-share. You collaborate with a large sales team to originate business and tailor strategy using Ebury's product suite. You'll position our banking solutions against competitors and drive KPI outcomes, including revenue growth and churn reduction. This role offers leadership pathways, mentorship, and exposure to cutting-edge FX tools within a collaborative culture.
Retribuzione / Benefits
generous commission structure
unlimited earning potential
career development and progression
mentorship
cutting-edge technology
dynamic and supportive culture
Responsabilità
Manage a portfolio of corporate clients and execute FX hedging, payments, and cash management
Upsell Ebury's product capabilities to deliver a best-in-class proposition
Collaborate with the sales team to originate business
Understand client environments to tailor solutions using the product suite
Assess competitors to position Ebury's banking solutions
Deliver KPIs: revenue growth, churn reduction, upsell/cross-sell, wallet-share increase
Build and maintain strong client relationships; present proposals and updates
Provide feedback to technology and product teams
Originate new business via networking and referrals
Requisiti fondamentali
Strong Financial Services experience in sales or relationship management
Established network of contacts is advantageous
Experience in FX institution and/or commercial bank or selling financial instruments to SMEs/corporate clients
Solid understanding of compliance requirements
Academic background in Business or Finance is a plus
Exceptional communication skills to win commitment
Sophisticated technical ability: statistical/fundamental analysis & risk management
Proven track record of upselling, cross-selling, and new client acquisition
Skilled negotiator with senior-level relationship-building ability
Fluency in Italian and business-level English
exceptional communication
relationship management
collaboration
FX hedging
payments and cash management
statistical/fundamental analysis
📌 Client Portfolio Manager (Monza)
🏢 Ebury
📍 Monza