Portfolio Manager

Portfolio Manager

Location: Zurich

Reporting: Reporting to the Manager Portfolio Management Europe

We’re looking for a Portfolio Manager to manage and grow a portfolio of SMB clients by delivering a service experience that blends human expertise with self-service capability.

This role is ideal for someone with 5+ years of experience in B2B sales or account management who is ready to take ownership of a portfolio, deepen client relationships, and make a tangible impact on business growth and client success.

The Role:

As a Portfolio Manager, you will be responsible for managing and growing a portfolio of high-value business clients, acting as a trusted partner throughout their journey with Convera. You’ll combine relationship management, commercial ownership, and strategic problem-solving to help clients navigate international payments, foreign exchange, and risk management solutions.

The foreign exchange and international payments landscape is fast-moving and complex. Our clients rely on us to help them manage cross-border transactions efficiently while delivering the right balance of digital self-service tools and expert support. In this role, you’ll have direct responsibility for driving revenue growth, retention, and client engagement across your portfolio.

Key Responsibilities

Portfolio Management & Client Growth

• Own and grow a portfolio of upper SMB clients, building strong relationships with key stakeholders and decision-makers.

• Develop a deep understanding of each client’s business, objectives, and international payment requirements.

• Act as a trusted advisor, identifying opportunities to deliver additional value through Convera’s products and services.

• Drive portfolio retention and expansion through proactive relationship management and regular client engagement.

Business Development & Revenue Generation

• Follow up on inbound leads and proactively engage prospective clients through phone, email, LinkedIn, and other communication channels.

• Identify opportunities to increase wallet share and generate incremental revenue across your portfolio.

• Build and maintain a healthy pipeline of opportunities while executing against revenue and activity targets.

• Collaborate closely with Business Development Managers to support the onboarding and early-stage development of new clients

Solution Selling & Client Enablement

• Deliver tailored solutions across foreign exchange, international payments, and risk management products.

• Help clients maximise the value of Convera’s platform by promoting self-service capabilities while providing expert guidance when required.

• Educate clients on market developments, product enhancements, and solutions that can support their business objectives.

• Support clients in adopting new technologies and digital tools that improve efficiency and drive better outcomes.

Operational Excellence

• Execute a disciplined commercial playbook, balancing proactive outreach, pipeline management, client engagement, and portfolio reviews.

• Maintain accurate client records and activity tracking through CRM and sales enablement platforms.

• Leverage technology, data, and AI-powered tools to improve productivity and client outcomes.

• Ensure compliance with internal policies and regulatory requirements.

What We’re Looking For

We’re looking for a commercially minded relationship manager who combines strong client engagement skills with a disciplined, results-driven approach.

You enjoy building long-term partnerships, understand how to uncover growth opportunities, and are comfortable managing a portfolio with revenue responsibility. You’re proactive, accountable, and confident working independently while collaborating effectively across teams.

You’ll thrive in this role if you:

• Take ownership and are motivated by delivering measurable results.

• Have a strong commercial mindset and enjoy identifying growth opportunities.

• Balance relationship-building with disciplined activity management.

• Are comfortable operating in a fast-paced, target-driven environment.

• Embrace technology and continuously look for smarter ways of working.

• Communicate effectively with stakeholders at multiple levels within an organisation.

Required Experience & Qualifications

Must Have

• 4+ years of experience in B2B sales, account management, or relationship management.

• 2+ years of experience within cross-border payments, foreign exchange, financial services, or a related industry.

• Strong understanding of customer buying journeys, ideal customer profiles (ICPs), and stakeholder management.

• Demonstrated experience managing a portfolio or book of business with revenue and/or quota responsibility.

• Experience using CRM platforms and sales enablement tools such as Salesforce, Gong, Highspot, or similar technologies.

• Strong digital literacy and a passion for leveraging technology and AI tools to enhance performance.

• Fluent English and Swiss German / German or French

Nice to Have

• Experience selling foreign exchange risk management products, including options and hedging solutions.

• Knowledge of the local SMB market and business landscape.

• Experience working within international payments, fintech, banking, or treasury-related environments.