# Portfolio Manager - Company: [Convera]() - Location: London - Team: Small Business - Other - Posted: June 25, 2026 ## Job description **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. ## Apply [Apply on Convera]() Canonical job page: