Relationship Manager

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.

As a Portfolio Manager, you willbe responsible for managing and growing a portfolio of high-value business clients, acting as a trusted partner throughout their journey with Convera.

You’llcombine 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’llhave direct responsibility for driving revenue growth, retention, and client engagement across your portfolio.

• 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 deliveradditionalvalue through
  
  Convera’sproducts and services.
• Drive portfolio retention and expansion through proactive relationship management and regular client engagement.

• Follow up on inbound leads and proactively engage prospective clients through phone, email, Linked In, and other communication channels.
• Identify opportunities to increase wallet share and generate incremental revenue across your portfolio.
• Build andmaintaina 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

• Deliver tailored solutions across foreign exchange, international payments, and risk management products.
• Help clients maximise the value of Convera’splatform by promoting self-service capabilities whileprovidingexpert 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.

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

We’relooking 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’reproactive, accountable, and confident working independently while collaborating effectively across teams.

You’llthrive in this role if you:

• Take ownership and are motivated by delivering…