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 prioritises the growth and development of its employees, offering a dynamic work culture in the heart of London. With comprehensive training programmes and the potential for uncapped commission, you will be empowered to thrive in your role as an FX Sales Associate while contributing to meaningful client relationships in the international finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Client Portfolio Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ebury. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Client Portfolio Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ebury.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ebury's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ebury
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ebury.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ebury will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ebury employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
