Client Portfolio Manager (Milano)

Client Portfolio Manager (Milano)

14 ott
|
Ebury
|
Milano

14 ott

Ebury

Milano

pEbury 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. /p pIf 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. /p h3Client Portfolio Manager /h3 h3Ebury Milan /h3 ulliExceptional on target earnings potential* /li /ul pWe are looking for a Client Portfolio Manager in our bMilan /b Office, with bproven trading and account management experience /b. The successful candidate will manage a portfolio of clients taking responsibility for trading account set up, relationship management and deal execution. /p pOur CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to bminimise their FX risk challenges /b. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth. /p pOur best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles. /p h3What You’ll Do As a Client Portfolio Manager /h3 ul liManage 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. /li liCollaborate 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. /li liKnow and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions. /li liDeliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling and cross-selling multiple relevant products and increasing wallet-share. /li liBuilding and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients. /li liExpand existing business and provide feedback to technology and product managers.



/li liOriginate new business via networking with existing clients for business referrals. /li /ul h3What You’ll Need /h3 ul liStrong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage /li liExperience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients /li liSolid understanding of relevant compliance requirements /li liAcademic background in Business or Finance is a plus /li liExceptional communication skills, able to win commitment and buy-in. /li liSophisticated technical ability; statistical/fundamental analysis risk management practices /li liProven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition) /li liSkilled negotiator, able to build and leverage relationships at senior levels. /li liFluency in Italian and strong business-level English /li /ul h3Why Ebury? /h3 ul liGenerous commission structure and unlimited earning potential /li liAn impressive product suite including SPF with more innovative and cutting edge products. /li liInternational development opportunities including attending global Boot Camps. /li liCareer development and progression: Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions. /li liDedicated Mentorship: Learn directly from experienced Client Portfolio Managers who are invested in your success. /li liCutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best. /li liDynamic Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized. /li liGenerous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits. /li liCentral Milan Office: A fantastic location with excellent transport links. /li /ul h3About Us /h3 pEbury delivers sophisticated,



integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally. /p pSince its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 2000+ Eburians across nearly 70 cities and we’re always looking to add to our team. /p pAt 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. /p pThe opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars. /p pWe believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story. /p h3Important Security Notice For Job Applicants /h3 pEbury only accepts applications via official Ebury channels. We will only contact you from an [email protected] /b domain. Always check the emails you receive from us, and note that we will bnever /b request payment for any part of the recruitment process. Stay safe and report suspicious activity. /p h3Notice To Recruitment Agencies And Search Firms /h3 pEbury 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. Any unsolicited applications will be considered the sole property of Ebury. Ebury will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or subsequent hires. /p h3AI Transparency Statement /h3 pEbury 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. /p #J-18808-Ljbffr

📌 Client Portfolio Manager (Milano)
🏢 Ebury
📍 Milano

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