Senior Portfolio Manager
Full job description
Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we've grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You'll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.
Senior Portfolio Manager
Ebury Melbourne - Office based
*Exceptional on target earnings potential*
We are looking for an FX Dealer in our Melbourne 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 Dealers 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 Dealers go on to head up and train dealing teams, making sure the next generation of Dealers are inspired, motivated and proficient in their roles.
What you'll do as a 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 dealer-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.
Fluency in English
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Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we've grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You'll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.
Senior Portfolio Manager
Ebury Melbourne - Office based
*Exceptional on target earnings potential*
We are looking for an FX Dealer in our Melbourne 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 Dealers 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 Dealers go on to head up and train dealing teams, making sure the next generation of Dealers are inspired, motivated and proficient in their roles.
What you'll do as a 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 dealer-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.
Fluency in English