Junior Client Portfolio Manager

Overview

As a Junior Client Portfolio Manager at Ebury, you will oversee a book of corporate clients, delivering daily operational and trading support while building relationships and upselling products. You’ll switch between client servicing, operations, and problem-solving to support revenue growth in a fast-paced fintech environment. You act as a brand ambassador, ensuring excellent service across multiple platforms. This role offers a clear progression path as you help scale client portfolios and contribute to global growth.

Pay / Benefits

• career progression
• onsite role in London
• supportive growth-focused environment

Responsibilities

• Manage a portfolio of ~300 corporate clients trading online via the EBO platform
• Provide daily operational and trading assistance and respond to client inquiries
• Build and deepen client relationships to upsell Ebury products
• Coordinate across internal departments to resolve issues and find solutions
• Represent the product and service to clients with professional service standards
• Monitor and manage workload with tight deadlines and peak monthly demands
• Identify new opportunities to grow key accounts in collaboration with sales/commercial teams
• Ensure accuracy in live currency trade booking, banking data, and high-value payments

Key requirements

• Passion for sales/client servicing
• Knowledge of FX
• Ability to work in a high-pressure, fast-paced environment
• Strong written and verbal communication skills
• Experience liaising with multiple internal departments
• Capacity to multitask across several platforms and client types
• Comfort with numbers: exchange rates, margins, and commercial implications
• Experience with Microsoft Excel
• Self-starter with initiative and ownership of client issues

• Collaboration
• Problem-solving
• Customer-focused
• Knowledge of FX
• Microsoft Excel
• Experience with trading/platform environments

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