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FX Client Portfolio Manager (FX Dealer)
Ebury — известный игрок в сфере финтеха с отличной репутацией. Вакансия привлекательна благодаря прозрачной системе комиссионных, возможностям международного обучения (Boot Camps) и четкому карьерному треку до руководящих позиций.
Сложность вакансии
Роль требует глубоких знаний валютного рынка (FX), опыта хеджирования и управления портфелем корпоративных клиентов, а также отличных навыков продаж. Высокая планка ответственности за KPI и необходимость свободного владения румынским и английским языками делают отбор достаточно строгим.
Анализ зарплаты
Предлагаемая позиция предполагает базовый оклад плюс значительные бонусы. Указанный диапазон соответствует рыночным ставкам для опытных FX-дилеров и менеджеров портфелей в банковском и финтех-секторе Румынии.
Сопроводительное письмо
I am writing to express my strong interest in the FX Client Portfolio Manager position at Ebury in Bucharest. With a solid background in financial services and proven experience in FX hedging and relationship management, I am confident in my ability to manage and grow a diverse portfolio of corporate clients while delivering bespoke risk management strategies.
Throughout my career, I have demonstrated a keen ability to understand complex business environments and provide tailored financial solutions that minimize FX risk. My experience in upselling financial products and collaborating with sales teams aligns perfectly with Ebury's goal of unlocking global growth for ambitious businesses. I am particularly drawn to Ebury's innovative product suite and the opportunity to work in such a dynamic, tech-driven environment.
I am eager to bring my negotiation skills and technical expertise in fundamental analysis to your team. Thank you for considering my application; I look forward to the possibility of discussing how my experience can contribute to Ebury's continued success.
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Присоединяйтесь к лидеру финтеха в Бухаресте и раскройте свой потенциал в управлении валютными портфелями с неограниченным доходом!
Описание вакансии
Ebury 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 Ebury can accelerate your career so you can shape the future.
FX Client Portfolio Manager (FX Dealer)
Ebury Bucharest - Office based
\*Exceptional on target earnings potential\*
We are looking for an FX Client Portfolio Manager in our Bucharest 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 Ebury’s growth.
Our best CPMs go on to head up and train teams, making sure the next generation of Client Portfolio Managers are inspired, motivated and proficient in their roles.
What you’ll do as an FX Client Portfolio Manager
- Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll 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 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.
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 Romanian and strong business-level English
Why Ebury?
- Generous commission structure and unlimited earning potential
- An impressive product suite including 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 Head of 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 Bucharest Office: A fantastic location with excellent transport links.
Click the ‘Apply’ Today and discover your potential at Ebury!
You can also connect with me - Lili Kormos on LinkedIn.
#LI-RF1
#LI-ONSITE
About us
Ebury 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, Ebury has always been a fast-growing leader in fintech. Today, we bring together 1,800+ 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 Ebury 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 Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.
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Навыки
- FX Hedging
- Portfolio Management
- Relationship Management
- Risk Management
- Financial Analysis
- Sales
- Negotiation
- Banking
- Cash Management
- Romanian
- English
Возможные вопросы на собеседовании
Проверка понимания основного продукта компании и умения минимизировать риски клиента.
Как бы вы объяснили преимущества валютного хеджирования корпоративному клиенту, который никогда раньше не использовал производные инструменты?
Оценка навыков продаж и способности увеличивать доходность существующего портфеля.
Опишите ваш подход к кросс-продажам дополнительных финансовых продуктов (например, кредитования или управления наличностью) существующим клиентам.
Проверка стрессоустойчивости и профессионализма в критических ситуациях.
Расскажите о случае, когда рыночная волатильность негативно сказалась на позиции клиента. Как вы управляли этой ситуацией и коммуникацией?
Оценка технических навыков анализа рынка.
Какими инструментами фундаментального и технического анализа вы пользуетесь для формирования рекомендаций по валютным сделкам?
Проверка соответствия регуляторным нормам, что критично для финтеха.
Как вы обеспечиваете соблюдение требований комплаенса при структурировании сложных валютных сделок для SME-сектора?
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