Client Portfolio Manager

TL;DR

Client Portfolio Manager (Fintech): Managing and expanding a portfolio of corporate clients, executing a range of financial products, and contributing to business origination with an accent on FX hedging, lending, payments, and cash management. Focus on understanding client business environments, delivering on specific KPIs, and building strong client relationships.

Location: Office-based in Riga, Latvia

Company

hirify.global is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions.

What you will do

• Manage a portfolio of corporate clients, executing FX hedging, lending, payments, and cash management products.
• Collaborate with a large sales team to assist in business origination and provide tailored financial solutions.
• Understand competition's capabilities and position hirify.global’s Banking solutions effectively.
• Deliver on specific KPIs including repeat and new business revenues, client churn reduction, upselling, cross-selling, and increasing wallet-share.
• Build and maintain strong client relationships through client meetings, ideas, proposals, and updates.
• Expand existing business and originate new business via networking with existing clients for referrals.

Requirements

• Strong Financial Services experience in a sales or relationship management role.
• Experience of working in an established FX institution, commercial bank, or selling financial instruments to SMEs and corporate clients.
• Solid understanding of relevant compliance requirements.
• Exceptional communication skills, able to win commitment and buy-in.
• Sophisticated technical ability in statistical/fundamental analysis and 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 Latvian and strong business-level English required.

Culture & Benefits

• Generous commission structure and unlimited earning potential.
• Access to an impressive product suite including Trade Finance and other innovative products.
• International development opportunities including attending global Boot Camps.
• Career development and progression into leadership and coaching positions.
• Dedicated mentorship from experienced Client Portfolio Managers.
• Leverage cutting-edge, tailor-made technology and systems.
• Dynamic and supportive work culture where teamwork and personal growth are prioritized.
• Competitive benefits package, typically including health care and social benefits.