At a Glance
- Tasks: Manage and support a diverse portfolio of clients in a fast-paced environment.
- Company: Join Ebury, a leading fintech company focused on global growth and innovation.
- Benefits: Enjoy competitive salary, performance bonuses, and continuous personal development.
- Other info: Dynamic team culture with clear career progression opportunities.
- Why this job: Shape the future of finance while building strong client relationships.
- Qualifications: Experience in FX industry preferred; strong communication and mathematical skills required.
The predicted salary is between 30000 - 40000 £ per year.
Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed. If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future.
The Role
In the Client Portfolio Support role you will have responsibility for managing, maintaining, and assisting our portfolio of clients, offering an optimum level of service. The role is an excellent opportunity to work in a fast-paced environment with an exciting team, gaining a greater understanding of FX dealing.
Responsibilities
- Service a portfolio of clients through a range of different products, including FX hedging & cash management.
- Execution of FX trades (SPOT, FWD, etc.) with multiple liquidity providers, using various different trading platforms, as well as Bloomberg.
- Handle a high volume of incoming requests via phone and email with the dealing team.
- Gain an in-depth understanding of the processes within all departments including Screening, Operations, Reconciliation, Compliance and Treasury.
- Build and maintain strong relationships with clients.
About You
- Minimum of 1 year’s experience in the FX industry beneficial.
- Interest and knowledge of the Financial markets.
- Fluent in English.
- Degree level education, ideally in economics, business studies or finance.
- Strong mathematical understanding.
- Ability to work under pressure while working accurately and efficiently.
- Fast learner with a high level of attention to detail.
- Possess a positive, enthusiastic and motivated attitude.
- Excellent written and verbal communication skills including an excellent phone manner.
What We Offer
- Competitive salary and benefits package.
- Discretionary bonus based on performance.
- Continuous personal development through training and certification.
- Transparent career path offering opportunities to build a career in FX Dealing/Client Portfolio Management.
About Us
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 and we’re always looking to add to our team. 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. 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.
Client Portfolio Support employer: Ebury
Ebury is an exceptional employer that prioritises the growth and development of its employees, offering a competitive salary and benefits package alongside a transparent career path in the dynamic field of FX Dealing and Client Portfolio Management. Located in the vibrant area of London Victoria, Ebury fosters a collaborative and inclusive work culture where innovation thrives, and every team member is empowered to contribute to meaningful global business solutions. With continuous personal development opportunities and a commitment to diversity, Ebury is the ideal place for ambitious individuals looking to accelerate their careers in fintech.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Support
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Ebury on LinkedIn. A friendly chat can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by understanding Ebury's products and services. Dive into FX trading basics and be ready to discuss how you can help clients manage their portfolios effectively.
✨Tip Number 3
Show off your problem-solving skills during interviews. Think of examples from your past experiences where you’ve tackled challenges head-on, especially in fast-paced environments.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Ebury team.
We think you need these skills to ace Client Portfolio Support
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Portfolio Support role. Highlight any relevant experience in FX or client management, and don’t forget to showcase your mathematical skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and Ebury’s mission. Share specific examples of how you’ve successfully managed client relationships or handled high-pressure situations.
Show Off Your Communication Skills:Since excellent written and verbal communication is key for this role, make sure your application is clear and professional. Pay attention to grammar and spelling, and let your personality come through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll get a feel for our culture and values while you’re at it!
How to prepare for a job interview at Ebury
✨Know Your FX Basics
Before heading into the interview, brush up on your knowledge of FX trading and the financial markets. Understand key terms like SPOT and FWD trades, as well as how different trading platforms work. This will show your genuine interest in the role and help you engage in meaningful conversations.
✨Showcase Your Communication Skills
Since the role involves handling a high volume of client requests, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations. A great phone manner can set you apart!
✨Demonstrate Problem-Solving Abilities
Ebury values collaboration and problem-solving, so think of specific instances where you've tackled challenges in previous jobs. Be ready to discuss how you approached these situations and what the outcomes were. This will highlight your ability to thrive in a fast-paced environment.
✨Build Rapport with Your Interviewers
During the interview, aim to build a connection with your interviewers. Ask insightful questions about their experiences at Ebury and express your enthusiasm for the company culture. This not only shows your interest but also helps you stand out as a candidate who fits well within their team.
