Relationship Manager

Job description

**Relationship Manager - Switzerland** Location: Zurich Reporting: Reporting to the Manager Portfolio Management Europe We’re looking for a Relationship 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**