Client Portfolio Manager – Zurich Exceptional on target earnings potential.
Manage a portfolio of corporate clients, executing a range of products including FX hedging, lending, payments and cash management. 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 KPIs, including repeat and new business revenues, reducing client churn, upselling cross‑selling multiple relevant products and increasing wallet‑share.
Build and maintain strong client relationships through client meetings, 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 referrals.
Qualifications
Strong financial services experience in a sales or relationship management role; an established network of contacts is a distinct advantage.
Experience 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 and 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.
Benefits
Generous commission structure and unlimited earning potential.
Impressive product suite including Trade Finance and other innovative products.
International development opportunities including global boot camps.
Career development and progression; some CPMs move into leadership and coaching positions.
Dedicated mentorship from experienced Client Portfolio Managers.
Cutting‑edge technology: state‑of‑the‑art tools and systems.
Dynamic and supportive culture; teamwork and personal growth prioritized.
Generous benefits package: health care and social benefits tailored to location.
Central Zurich office with excellent transport links.
#J-18808-Ljbffr
Manage a portfolio of corporate clients, executing a range of products including FX hedging, lending, payments and cash management. 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 KPIs, including repeat and new business revenues, reducing client churn, upselling cross‑selling multiple relevant products and increasing wallet‑share.
Build and maintain strong client relationships through client meetings, 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 referrals.
Qualifications
Strong financial services experience in a sales or relationship management role; an established network of contacts is a distinct advantage.
Experience 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 and 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.
Benefits
Generous commission structure and unlimited earning potential.
Impressive product suite including Trade Finance and other innovative products.
International development opportunities including global boot camps.
Career development and progression; some CPMs move into leadership and coaching positions.
Dedicated mentorship from experienced Client Portfolio Managers.
Cutting‑edge technology: state‑of‑the‑art tools and systems.
Dynamic and supportive culture; teamwork and personal growth prioritized.
Generous benefits package: health care and social benefits tailored to location.
Central Zurich office with excellent transport links.
#J-18808-Ljbffr
Associate Client Portfolio Manager (Swiss-German Desk) Arbeitgeber: Ebury
Ebury ist ein hervorragender Arbeitgeber, der seinen Key Account Directors nicht nur eine großzügige Provisionsstruktur und unbegrenzte Verdienstmöglichkeiten bietet, sondern auch ein inspirierendes Arbeitsumfeld in Zürich, das auf Teamarbeit und kontinuierliche Entwicklung setzt. Mit Zugang zu modernster Technologie und einem engagierten Mentorship-Programm fördert Ebury die berufliche Weiterentwicklung seiner Mitarbeiter und ermöglicht es ihnen, ihre Karriere im internationalen Finanzdienstleistungssektor voranzutreiben. Hier haben Sie die Möglichkeit, Ihre Verkaufsfähigkeiten in einem dynamischen Umfeld zu zeigen und gleichzeitig einen bleibenden Eindruck bei einer Vielzahl von Kunden zu hinterlassen.
