Client Portfolio Manager (FX Dealer)

3 дн. назад

Hong KongWorldwideSeniorOnsite

fx tradingportfolio managementclient relationship management

Manage a portfolio of corporate clients, executing FX hedging, supplier payments financing, and cash management products.

О компании

delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally. 
Since its founding in 2009, has always been a fast-growing leader in fintech. Today, we bring together 2000+ Eburians across nearly 70 cities and we’re always looking to add to our team. 
At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage. 
The opportunities at are as diverse as our people, ranging from business development to engineering roles across our tech pillars.
We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At , you can be whoever you want to be and still feel a sense of belonging no matter your story.
 
 
 
Important Security Notice for Job Applicants: only accepts applications via official channels. We will only contact you from an  @ .com  domain. Always check the emails you receive from us, and note that we will  never  request payment for any part of the recruitment process. Stay safe and report suspicious activity. Notice to Recruitment Agencies and Search Firms: does not accept unsolicited resumes, CVs, or candidate profiles from recruitment agencies or search firms without signed written recruitment terms in place for a specific role. Any unsolicited applications will be considered the sole property of . will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or sub

Другое

helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.
If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how can accelerate your career so you can shape the future.
Client Portfolio Manager - FX
We are looking for a Client Portfolio Manager in our Hong Kong 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 CPMs 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 ’s growth. 
Our best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles.
Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, supplier payments financing, payments and cash management. You’ll upsell ’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 's large product suite.
Know and understand the competition's capabilities and gaps to better position ’s Banking solutions.
Deliver on 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.
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 Cantonese and Mandarin, with Business-level English
Generous commission structure and unlimited earning potential 
An impressive product suite including Supplier Payment Financing 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   Office: A fantastic location with excellent transport links.
You can also connect with me Cheryl Davidson on LinkedIn.
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