Associate Client Portfolio Manager (Swiss-German Desk)

Ebury seeks an Associate Client Portfolio Manager for its Swiss-German Desk in Zürich. The role involves managing corporate client portfolios, executing FX and cash management products, and driving business growth through relationship management and deal execution.

The Associate Client Portfolio Manager role supports Ebury’s mission of helping ambitious businesses grow globally. It involves managing client portfolios, executing financial products, and providing tailored FX risk solutions. Successful candidates contribute to company growth by structuring and executing deals, and may progress into leadership and training roles.

Responsibilities

• Oversee a portfolio of corporate clients, handling FX hedging, lending, payments, and cash management services.
• Promote Ebury’s full range of products to deliver a top-tier client offering.
• Work with the sales team to support new business development.
• Assess clients’ business strategies and industries to recommend optimal solutions from Ebury’s product suite.
• Analyze competitors’ offerings to strengthen Ebury’s market positioning.
• Meet KPIs focused on revenue growth, client retention, upselling, cross-selling, and increasing client spend.
• Maintain strong client relationships through meetings and professional presentations.
• Expand existing client business and provide feedback to product and technology teams.
• Generate new business by leveraging connections with current clients for referrals.

Requirements

• Prior experience in financial services, preferably in sales or client relationship management.
• Background in FX institutions, commercial banks, or selling financial products to SMEs and corporate clients.
• Clear understanding of relevant compliance standards.
• Fluent in Swiss-German and proficient in business-level English.
• Strong communication abilities to gain client commitment and support.
• Technical proficiency in statistical and fundamental analysis, as well as risk management.
• Track record of identifying and pursuing new business, including upselling, cross-selling, and acquiring new clients.
• Proven negotiation skills and ability to build relationships with senior stakeholders.

Nice to have

• An existing professional network is beneficial.
• An academic background in Business or Finance is advantageous.

What the company offers

• Competitive commission structure with unlimited earning potential.
• Access to a comprehensive product suite, including Trade Finance and innovative financial tools.
• Opportunities for international development, including participation in global Boot Camps.
• Career advancement paths, including leadership and coaching roles.
• Mentorship from experienced Client Portfolio Managers.
• Advanced technology and custom-built tools and systems.
• Supportive and dynamic work culture focused on teamwork and personal growth.
• Comprehensive benefits including health care and social benefits.
• Central office location in Zürich with excellent public transport access.

About the company

Ebury is a fast-growing fintech leader with over 1,800 employees in nearly 70 cities. The company provides integrated financial solutions—business accounts, hedging, and financing—on a single platform. Ebury supports global business growth through continuous innovation and product evolution.

• Inclusive environment where everyone feels valued and empowered to succeed.
• Supportive culture that encourages personal and professional growth.
• Focus on innovation and building infrastructure for borderless business expansion.
• Opportunities for international development and career progression.