Client Portfolio Manager (FX Dealer) at Ebury | Toronto | Rezi

Client Portfolio Manager (FX Dealer) at Ebury

Client Portfolio Manager (FX Dealer)

Ebury · Toronto

1 months ago

Client Portfolio Manager (FX Dealer)

Ebury · Toronto

2 months ago
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About the Role

Ebury helps ambitious businesses unlock global growth and encourages innovation, movement, collaboration, and problem-solving. We foster an environment where everyone can feel they belong, are valued, supported, and empowered to succeed. This role offers the opportunity to transform how businesses operate globally and accelerate your career.

Responsibilities

  • Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management.
  • Upsell Ebury’s broad product capabilities, ensuring a best-in-class client proposition.
  • Collaborate with a large, successful sales team to assist in business origination.
  • Understand clients' business environments, strategies, and industry to provide the best solution for their situation using Ebury's large product suite.
  • Know and understand the competition's capabilities and gaps to better position Ebury’s Banking solutions.
  • Deliver on specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.
  • Build and maintain strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients.
  • Expand existing business and provide feedback to technology and product managers.
  • Originate new business via networking with existing clients for business referrals.
  • Manage a significant active portfolio of clients taking responsibility for trading account set up, relationship management and deal execution.
  • Offer expert and bespoke suggestions and ideas to clients, providing them with strategies to minimise their FX risk challenges.
  • Plan, structure and execute deals, giving clients the best value while contributing to Ebury’s growth.
  • Head up and train teams, ensuring the next generation are inspired, motivated and proficient in their roles.

Requirements

  • Strong Financial Services experience in a sales or relationship management role.
  • An established network of contacts is a distinct advantage.
  • Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients.
  • Solid understanding of relevant compliance requirements.
  • Exceptional communication skills, able to win commitment and buy-in.
  • Sophisticated technical ability; statistical/fundamental analysis & risk management practices.
  • Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition).
  • Skilled negotiator, able to build and leverage relationships at senior levels.
  • Fluency in English.

Skills

  • FX hedging
  • Lending
  • Payments
  • Cash management
  • Client relationship management
  • Business origination
  • FX risk management
  • Deal execution
  • Sales
  • Negotiation
  • Statistical analysis
  • Fundamental analysis
  • Risk management

Location

  • Toronto

Work Type

  • Office based
  • Full-time

Experience Level

  • Proven dealing, trading and account management experience

Education Level

  • Academic background in Business or Finance is a plus

Salary/Compensations

  • $100,000 base salary + commission (OTE of up to $250K+)

Benefits

  • Generous commission structure and unlimited earning potential
  • An impressive product suite including Trade Finance with more innovative and cutting edge products.
  • International development opportunities including attending global Boot Camps.
  • Career development and progression
  • Dedicated Mentorship
  • Cutting-Edge Technology
  • Dynamic & Supportive Culture
  • Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
  • Central Toronto Office: A fantastic location with excellent transport links.

About the Company

  • Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow.
  • Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.
  • Since its founding in 2009, Ebury has always been a fast-growing leader in fintech.
  • Today, we bring together 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team.
  • At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow.
  • We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.
  • The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.

Equal Opportunity

  • We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation.
  • At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.