Opportunity at
EburyJunior Client Portfolio Manager
This onsite role at Ebury's Victoria office in London is for a junior client portfolio manager who looks after a book of corporate clients. The job…
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About This Role
This onsite role at Ebury's Victoria office in London is for a junior client portfolio manager who looks after a book of corporate clients. The job blends operational support and trading assistance with relationship building and promotion of Ebury products, so the role holder becomes the day-to-day contact for those clients. The posting says the portfolio will include around 300 clients who trade online through the EBO platform. The aim…
Job Description
This onsite role at Ebury's Victoria office in London is for a junior client portfolio manager who looks after a book of corporate clients. The job blends operational support and trading assistance with relationship building and promotion of Ebury products, so the role holder becomes the day-to-day contact for those clients.
The posting says the portfolio will include around 300 clients who trade online through the EBO platform. The aim is to make Ebury the main platform those clients use for international trading and payments. Duties include resolving issues as they arise, helping clients spot problems early, such as payment dates and banking details, and liaising with internal departments to find solutions.
Ideal candidates are passionate about sales or client servicing, have knowledge of FX, and are comfortable with numbers including exchange rates and margins. Accuracy matters because the work involves live currency bookings and high-value payments. Strong written and verbal communication, Microsoft Excel skills and the ability to prioritise under daily deadlines are also important.
The posting highlights development. The role is a step toward dealing and client portfolio management, with the chance to become the primary servicing executive on accounts and to build a book of clients of one's own. Glassdoor and AltFi named Ebury one of the fifteen best European fintech employers in 2021, and the company calls itself a hyper-growth fintech.
Responsibilities
- Manage a book of corporate clients and act as their day-to-day contact
- Provide daily operational and trading assistance to clients
- Build relationships and promote Ebury products to identify upsell opportunities
- Support a portfolio of around 300 clients trading online through the EBO platform
- Keep clients relying on Ebury as their primary venue for cross-border trading and payments
- Fix client problems when they arise and carry each one through to completion
- Coordinate with internal departments to find solutions
- Spot commercial opportunities, such as new currency needs and product improvements
Requirements
- Strong interest in sales and client servicing
- Knowledge of FX
- Strong written and verbal communication
- Ability to perform under pressure in a busy, fast-paced environment
- Ability to manage enquiries across several platforms at once
- Comfort with numbers, including exchange rates and margins
- Attention to detail with live trade bookings and high-value payments
- Microsoft Office skills, particularly Excel
- A self-starter who takes ownership and gets things done
Qualifications
- Sales experience (a plus)
- Knowledge of Ebury's full product range
- Interest in currency markets (helpful)
- Previous experience in a busy client-facing environment (preferred)
Core Skills
Benefits
- A clear progression path tied to individual goals and objectives
- Tools and support to develop client relationship skills
- The opportunity to build and manage a personal client book
- A structured support system aimed at helping the role holder succeed
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Where is this role based?
The role is onsite at Ebury's London Victoria office, and the listing gives London as the location.
Is this a full-time position?
Yes, it is listed as a full-time role.
Is a salary stated?
The posting does not state a salary.
What experience is needed?
Strong client-facing, communication and numerical skills are needed. Previous experience in a busy client-facing environment is preferred, and sales experience is a plus.
How do I apply?
Use the Apply option on the listing. Ebury states that it only accepts applications through official channels and contacts candidates from an ebury.com address.
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