Relationship Manager

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About the role

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 i

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