Junior Client Portfolio Manager

Overview

In this role you will manage a portfolio of corporate clients, providing daily operational and trading support while strengthening relationships and driving upsell opportunities. You act as an ambassador for Ebury’s product and service at a client-facing level, coordinating with internal teams to solve problems and ensure top-tier service. You will operate in a fast-paced, revenue-focused environment, helping clients trade and pay internationally via our platform. This is a chance to grow with a hyper-growth fintech while shaping client experiences globally.

Pay / Benefits

• onsite London office
• clear progression path
• professional development tools
• supportive structure
• opportunity to build and manage your own book of clients

Responsibilities

• Manage a portfolio of ~300 corporate clients and oversee their activity on the EBO platform
• Provide daily operational and trading support and resolve client issues as they arise
• Build and maintain strong client relationships; upsell Ebury products where appropriate
• Liaise with multiple internal departments to find solutions and ensure seamless service
• Ensure clients use Ebury as their main platform for trading and international payments
• Prioritise tasks and manage workload under tight deadlines in a high-pressure environment

Key requirements

• Knowledge of FX and exchange markets
• Strong written and verbal communication skills
• Customer service mindset with a track record of exceeding expectations
• Experience in client-facing roles; ability to work under pressure with peaks in workload
• Confidence to liaise across internal teams and with clients
• Ability to multitask, prioritise, and manage multiple enquiries across platforms
• Commercial awareness and ability to identify opportunities for growth and upsell
• Proficiency in Microsoft Office, especially Excel
• Previous sales or upselling experience is a plus
• Experience with live currency trades or financial platforms is unknown

• collaboration
• problem-solving
• strong communication
• FX knowledge
• Microsoft Excel
• EBO platform

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