Junior Client Portfolio Manager at Ebury | London, England | Rezi

Junior Client Portfolio Manager at Ebury

Junior Client Portfolio Manager

Ebury · London, England

2 weeks ago

Junior Client Portfolio Manager

Ebury · London, England

14 days ago
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About the Role

Ebury helps ambitious businesses unlock global growth and encourages innovation, movement, collaboration, and problem-solving. This role offers an exciting opportunity to join a fast-growing team in London, serving as a point of contact for corporate clients, providing daily operational and trading assistance, and building relationships while upselling Ebury's products. You will be a brand ambassador, servicing the revenue and growth area of the business.

Responsibilities

  • Act as a point of contact for corporate clients.
  • Provide daily operational and trading assistance.
  • Build client relationships and upsell Ebury's products.
  • Service the revenue and growth area of the business.
  • Act as an ambassador for the product and service at a customer-facing level.
  • Manage a portfolio of 300 clients trading online through the EBO platform.
  • Ensure clients use Ebury as their primary platform for trading and international payments.
  • Resolve client issues as they arise.
  • Identify issues preemptively (e.g., payment dates, banking data).

Requirements

  • A passionate individual with a strong interest in sales/client servicing.
  • Knowledge of FX.
  • Prepared to go the extra mile to exceed customer expectations and experience.
  • Desire to deliver best-in-class service.
  • Strong written and verbal communication skills.
  • Strives in a high-pressure/pace environment.
  • Ability to excel within a busy client-facing environment with significant monthly workload peaks (previous experience preferred).
  • Ability to manage workload around tight time constraints.
  • Confidence in liaising and mediating between multiple internal departments to find solutions.
  • Confidence in dealing directly with clients as an ambassador for the brand and product.
  • Capacity to manage different types and natures of enquiry simultaneously across several platforms and for different client types.
  • Ability to multitask/prioritize, working around daily deadlines.
  • Confidence to promote the company offering and identify new opportunities to grow new and existing key accounts.
  • Awareness of commercial implications.
  • Accuracy of work is particularly key when dealing with live currency trade booking, banking information, figures, and high value/volume payments and clients.
  • Self-starter with the initiative and ability to ‘get stuck in’.
  • Confidence to find solutions working with teams internally.
  • Take ownership of client issues/queries and see through to the end.
  • Interest in currency markets is helpful.
  • Experience with Microsoft suite (particularly Excel).
  • Understanding of clients' business activity/core business and FX needs.
  • Sales skills/experience is a plus.
  • Knowledge of all products Ebury offers.
  • Ability to adapt in a constant evolving and challenging environment.

Skills

  • Client-facing skills
  • Operational know-how
  • Problem-solving abilities
  • Sales skills
  • Client servicing
  • FX knowledge
  • Communication skills
  • Multitasking
  • Prioritization
  • Commercial awareness
  • Attention to detail
  • Microsoft Excel

Location

  • London Victoria office
  • Onsite

Work Type

  • Onsite
  • Full-time

Experience Level

  • Junior

Benefits

  • A clear path for progression, mapped out by your individual goals and personal objectives.
  • Tools to develop and master client relationship skills.
  • Opportunity to service and develop your own book of clients.
  • A support structure that will drive you to succeed in your next goal.

About the Company

  • Ebury 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.
  • Since its founding in 2009, Ebury has always been a fast-growing leader in fintech.
  • Today, we bring together 1,800+ Eburians across nearly 70 cities.
  • 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.

Equal Opportunity

  • We 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.