At a Glance
- Tasks: Manage client portfolios, provide trading assistance, and build strong relationships.
- Company: Join Ebury, a fast-growing FinTech firm in London.
- Benefits: Career progression, supportive environment, and tools for skill development.
- Other info: Exciting opportunity to work with 300 clients in a dynamic environment.
- Why this job: Kickstart your career in FinTech and make a real impact.
- Qualifications: Sales experience and strong communication skills preferred.
The predicted salary is between 30000 - 36000 £ per year.
- Junior Client Portfolio Manager
- Ebury London Victoria office - Onsite
We are offering an exciting opportunity to join a fast growing team in London.
You will be a point of contact for some of our corporate clients, providing daily operational and trading assistance as well as building relationships and upselling Ebury's products.
You ’ l l have a combination of client-facing skill/experience, operational know-how and problem-solving abilities.
In order to support the day-to-day relationship of our corporate accounts, you will possess these qualities with the ability to expertly switch between each as needed.
You ’ l l be servicing the revenue and growth area of the business at an exciting time for the company.
You will act as an ambassador for the product and service at a customer-facing level.
About you
- 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, to support our industry-leading offering
- Strong written and verbal communication skills
- Strives in high pressure/pace environment
- Ability to excel within a busy client-facing environment with significant monthly workload peaks (previous experience preferred)
- Managing 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 in terms of your service approach and interpersonal skills
- Have the capacity to manage different types and nature of enquiry simultaneously across several platforms and for a different type of clients
- Resolve client issues as they arise
- Ability to multitask/prioritise – working around the daily deadline
Commercial awareness
- Confidence to promote the company offering and awareness to identify new opportunities to grow new and existing key accounts.
This could be in terms of new currency requirements/ upcoming client needs, working with sales/commercial teams as appropriate, highlighting developments & improvements to the product to our clients etc.
- Head for numbers – confidence dealing with numbers - exchange rates, profit margins and an awareness of commercial implications
Eye for detail
- Dealing with live currency trade booking, banking information, figures and high value/volume payments and clients - accuracy of work is particularly key
- Helping clients identify issues preemptively (e. g. payment dates, banking data etc.)
Drive to solve problems
- Self-starter with the initiative and ability to ‘ g et stuck in ’ - Confidence to find solutions working with teams internally – take ownership of client issues/ queries and see through to end
- Interest in currency markets helpful
- Experience with Microsoft suite (particularly excel)
Role
- You will be looking after a portfolio of 300 clients who will be trading online through our EBO platform
- You will have an understanding of clients' business activity /core business, FX needs
- Making sure clients have Ebury as their main platform for trading and making payments internationally
The ideal candidate will have the following
- Sales skills / experience is a PLUS
- Knowledge of all products Ebury does offer
- Being able to adapt in a constant evolving and challenging environment
It is an exciting and challenging opportunity for anyone looking to be get started in Fin Tech/Foreign Exchange.
What we can offer you
- A career with Ebury, which is a hyper-growth Fin Tech firm, named in 2021 as one of the top 15 European Fintechs to work for by Glassdoor and Alt Fi.
- A clear path for progression, mapped out by your individual goals and personal objectives.
- The tools to develop and master your client relationship skills with the view to you becoming the primary Servicing Executive on a number of accounts.
- The opportunity to service and develop your own book of clients.
- A support structure that will drive you to succeed in your next goal.
- #J-18808-Ljbffr
Junior Client Portfolio Manager employer: ebury
Ebury is an exceptional employer that fosters a collaborative and innovative work culture, particularly within the dynamic Payments Experience team in London. Employees benefit from opportunities for professional growth, working with cutting-edge technologies like Python, TypeScript, and AWS, while contributing to meaningful projects that facilitate borderless payments on a global scale.
