Associate Portfolio Manager

Associate Portfolio Manager

At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We’re hiring an Associate Portfolio Manager to manage and grow a portfolio of Upper Small Business clients by delivering a service experience that blends human insight with self-service capability.

Why this role matters

The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Portfolio Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business. This is not a customer service role; it’s end-to-end ownership and real commercial impact.

What you’ll be doing

• Own and grow a portfolio of Upper Small Business clients, building strong relationships with key decision-makers

• Drive revenue and retention by proactively identifying opportunities and expanding client value

• Deliver tailored solutions across FX, international payments, and risk management

• Enable clients to maximise Convera’s platform, combining self-service with expert support where it matters

• Execute a disciplined commercial playbook, balancing proactive outreach, pipeline development, and relationship management

• Support our Business Development team through early engagement with new clients

What we’re looking for

We’re looking for someone with 3-5 years’ experience in B2B sales and account management in cross-border payments and FX, with a strong track record of growing client relationships. You’re commercially driven and comfortable working to targets, while balancing relationship management with disciplined activity.

You’re people-first but pragmatic, understanding that strong relationships deliver results, and you’re comfortable working across both digital and human-led interactions. You bring a proactive, structured, and accountable approach, with the ability to manage a portfolio with discipline and take ownership early.

Strong communication and stakeholder influence skills are essential.

Must Have

• 3+ years B2B sales and account management experience in cross-border payments and FX

• Demonstrated experience owning a book of business with revenue or quota responsibility

• Experience with CRM systems such as Salesforce, Gong, Highspot, and other sales enablement and AI tools

• Tech-savvy with a passion for leveraging digital tools to enhance performance
• Cantonese language skills are a MUST HAVE

What we offer

You’ll gain a clear pathway into corporate account management, sales leadership or specialist roles, supported by structured training and ongoing development. You’ll work with increasingly complex clients, building the capability to navigate more sophisticated payments, FX and risk conversations over time.

You’ll have the opportunity to take ownership of meaningful client relationships early, with real accountability for outcomes. All of this sits within a high-performance, well-supported team where success is recognised, and where you’re given the tools, coaching and autonomy to grow your career at pace.

About Convera

Convera is a global leader in commercial payments, helping businesses manage cross-border transactions and navigate foreign exchange with confidence.

We combine smart technology with real human expertise to deliver solutions that are practical, scalable, and client-focused.

Because ultimately, it’s not just about moving money - it’s about helping our clients run better businesses.

If you’re ready to step into a role where you can combine relationship management, commercial ownership, and platform-assisted service delivery - we’d love to hear from you.

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