Client Portfolio Manager

Client Portfolio Manager (Milan Office) – Office Based

We are looking for a Client Portfolio Manager in our Milan 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.

• Exceptional on target earnings potential*

What You’ll Do as a Client Portfolio Manager

• Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. 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 specific KPIs, including repeat and new business revenues, reducing client churn, upselling and cross‑selling multiple relevant products and increasing wallet‑share.
• Build and maintain 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 Italian and strong business‑level English.

Why Ebury?

• Generous commission structure and unlimited earning potential.
• An impressive product suite including trade finance with more innovative and cutting‑edge products.
• International development opportunities including attending global Boot Camps.
• Career development and progression: Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions.
• Dedicated mentorship: Learn directly from experienced Client Portfolio Managers who are invested in your success.
• Cutting‑edge technology: Leverage state‑of‑the‑art tailor‑made tools and systems that enable you to perform at your best.
• Dynamic & supportive culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
• Generous benefits package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
• Central Milan Office: A fantastic location with excellent transport links.

Click the "Apply" today and discover your potential at Ebury!

You can also connect with me (Helga Barros) on LinkedIn.