Portfolio Manager

Portfolio Manager 

Location: London 

Reporting: Reporting to the Manager Portfolio Management UK 

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 in English

 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.