Senior Client Portfolio Manager
Ebury Sydney - Office based (4 days in the office / 1 day from home)
*Exceptional on target earnings potential*
We are looking for a Client Portfolio Manager in our Sydney Office, with proven dealing, trading and account management experience. The successful candidate will manage a portfolio of clients taking responsibility for trading account set up, relationship management and deal execution.
Our CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth.
Our best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles.
What you’ll do as a Client Portfolio Manager
- Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll 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 specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.
- Building and maintaining strong client relationships through client meetings, confidently and professionally 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 business referrals.
What you’ll need
- Strong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage.
- Experience of working 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 & 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.
- Business fluent in written and spoken English.
Why Ebury?
- Generous commission structure and unlimited earning potential
- An impressive product suite including Trade Finance with more innovative and cutting edge products.
- International development opportunities including attending global Boot Camps.
- Career development and progression: Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions.
- Dedicated Mentorship: Learn directly from experienced Client Portfolio Managers who are invested in your success.
- Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
- Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
- Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
- Central (Location) Office: A fantastic location with excellent transport links.
Click the ‘Apply’ Today and discover your potential at Ebury!
You can also connect with me (Matt O'Shaughnessy) on LinkedIn.
#LI-MO1
#LI-Hybrid
About Us
Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector.
Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 29 markets worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Vancouver to Auckland, we enjoy sharing team experiences and celebrating success across the Ebury family.
Hard work pays off: in 2019, Ebury received a £350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies.
None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collaborative teams, always ready to disrupt and revolutionise the fast-paced FinTech sector.
At Ebury, we’re committed to building a workplace where everyone feels valued, supported, and empowered to thrive. We’re proud to have active employee networks and ESG initiatives that reflect our inclusive culture, including our Women’s Network, LGBTQIA+ Network, and Veterans Network. These communities provide spaces for connection, mentorship, advocacy, and collaboration across our global teams.
We believe in inclusion. We stand against discrimination in all forms and have no tolerance for 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 because we want you and your uniqueness to help write our future.
Please submit your application on the careers website directly, uploading your CV / resume in English.
