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Manage and grow a portfolio of SMB clients by providing expert guidance on international payments and foreign exchange solutions. Drive revenue growth and client retention through proactive relationship management and the promotion of digital self-service tools.
Requires 4+ years of B2B sales or account management experience, with at least 2 years in financial services or cross-border payments. Must be proficient in CRM tools and have a proven track record of managing a book of business with revenue responsibility.
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
Business Development & Revenue Generation
Solution Selling & Client Enablement
Operational Excellence
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:
Required Experience & Qualifications
Must Have
Nice to Have
Cross border payments built to accelerate business
Convera is a global leader in commercial payments. With an unrivaled regulatory footprint and a financial network spanning more than 140 currencies and 200 countries and territories, we’re reimagining the future of business payments to better serve our customers. Our tech-led payment solutions are built on deep expertise in foreign exchange, risk management, and compliance - helping businesses grow with confidence. From small businesses to CFOs and treasurers, we make business payments simple, smart, and secure.
Offices: Seattle, Washington 98107, US · Balcikonio g. 9, Vilnius, Vilnius LT-08247, LT · Servcorp Brisbane Pty ltd, Level 19, Unit 1906, 10 Eagle Street, Brisbane office, QLD 4000, AU · 303 Collins Street, Level 3, Melbourne , VIC 3000, AU · Level 14, 240 St Georges Terrace, Yallingup 4, Perth, WA 6000, AU
There are currently 3,993 open finance & accounting positions in London, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Private Equity Insights, HSBC, Wise, JPMorganChase, Citi, among others. Browse the listings above to see every active employer.
Yes — 2095 of the 3993 open finance & accounting positions offer remote or hybrid work (133 remote, 1962 hybrid).
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