Junior Client Portfolio Manager at Ebury | GB | Rezi

Junior Client Portfolio Manager at Ebury

Junior Client Portfolio Manager

Ebury · GB

1 weeks ago

Junior Client Portfolio Manager

Ebury · GB

12 days ago
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About the Role

This role involves managing a portfolio of corporate clients, providing daily operational and trading assistance, building relationships, and upselling Ebury's products. You will act as an ambassador for the product and service at a customer-facing level, servicing the revenue and growth area of the business.

Responsibilities

  • Provide daily operational and trading assistance to corporate clients.
  • Build relationships with clients.
  • Upsell Ebury's products.
  • 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 international trading and payments.
  • Resolve client issues as they arise.
  • Manage workload around tight time constraints.
  • Promote the company offering and identify new opportunities to grow key accounts.
  • Deal with live currency trade booking, banking information, figures, and high value/volume payments.
  • Help clients identify issues preemptively.
  • Find solutions by working with internal teams.
  • Take ownership of client issues/queries and see them through to the end.

Requirements

  • A strong interest in sales/client servicing.
  • Knowledge of FX.
  • Prepared to go the extra mile to exceed customer expectations.
  • Desire to deliver best-in-class service.
  • Strong written and verbal communication skills.
  • Ability to excel within a busy client-facing environment with significant monthly workload peaks.
  • Ability to multitask/prioritise.
  • Commercial awareness.
  • Confidence dealing with numbers, exchange rates, profit margins, and commercial implications.
  • Accuracy of work is particularly key when dealing with live currency trade booking, banking information, figures, and high value/volume payments.
  • Self-starter with the initiative and ability to ‘get stuck in’.
  • Experience with Microsoft suite (particularly Excel).
  • Sales skills / experience is a PLUS.
  • Knowledge of all products Ebury does offer.
  • Ability to adapt in a constant evolving and challenging environment.

Skills

  • Client-facing skills
  • Operational know-how
  • Problem-solving abilities
  • Interpersonal skills
  • Communication skills
  • Multitasking
  • Prioritization
  • Commercial awareness
  • Attention to detail
  • Initiative
  • Microsoft Excel

Location

  • London Victoria office
  • Onsite

Work Type

  • Onsite
  • Full-time

Experience Level

  • Junior
  • Previous experience in a busy client-facing environment preferred

Benefits

  • A clear path for progression, mapped out by your individual goals and personal objectives.
  • The tools to develop and master your client relationship skills.
  • The 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 helps ambitious businesses unlock global growth.
  • Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow.
  • Ebury has always been a fast-growing leader in fintech since its founding in 2009.
  • Ebury brings together 2000+ employees across nearly 70 cities.
  • Ebury has a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow.
  • Ebury focuses on continuous product evolution and innovation to build the infrastructure for borderless growth.
  • Ebury was named in 2021 as one of the top 15 European Fintechs to work for by Glassdoor and AltFi.

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.