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Ebury

Global payments, currency risk management, lending

Senior Client Portfolio Manager – Senior FX Dealer

Sales & TradingConfirmed live in the last 24 hours
Full-timeHong Kong

About the Job

Requirements

  • Strong financial services experience in a sales or relationship management role.
  • Experience working at an established foreign exchange institution and/or commercial bank, or selling other financial instruments to small and medium-sized enterprises and corporate clients.
  • A solid understanding of relevant compliance requirements.
  • An academic background in Business or Finance is a plus.
  • Strong communication skills to win commitment and buy-in.
  • Technical ability in statistical and fundamental analysis and risk management practices.
  • A proven record of identifying and pursuing new business opportunities, including upselling, cross-selling and new client acquisition.
  • Negotiation skills and the ability to build and leverage relationships at senior levels.
  • Fluency in Cantonese and Mandarin, with business-level English.

Responsibilities

  • Manage a portfolio of corporate clients and execute products including foreign exchange hedging, supplier payments financing, payments and cash management; upsell the company’s product capabilities to provide a strong client proposition.
  • Collaborate with the sales team to assist in business origination, understand clients’ business environments, strategies and industries, and provide appropriate solutions using the product suite.
  • Understand competitors’ capabilities and gaps to position the company’s banking solutions.
  • Deliver on key performance indicators, including repeat and new business revenues, reducing client churn, upselling and cross-selling relevant products, and increasing wallet share.
  • Build and maintain strong client relationships through meetings, and present ideas, proposals and updates to clients professionally.
  • Expand existing business and provide feedback to technology and product managers.
  • Originate new business by networking with existing clients for referrals.

Desired Qualifications

  • An established network of contacts is a distinct advantage.

About the Company

Ebury

Global payments, currency risk management, lending

Ebury helps businesses manage cross-border payments, currency risk, and financing. Its platform provides global and local accounts, competitive currency conversion, bulk payments, APIs, and mobile access, with rate locks across 60+ currencies to protect margins. It sticks out through FCA-regulated infrastructure with segregated funds in Tier-1 banks, along with relationship-manager support and the option to embed its tools into clients’ platforms; Banco Santander is a majority owner. Its goal is to help companies scale internationally with predictable costs and streamlined finance operations.

Company size
1,001-5,000
Company stage
Private
Total funding
$111.4M
Headquarters
London, United Kingdom
Founded
2009

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