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.

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