Ebury

Financial Services

ClientPortfolioManager(FXDealer)

CA$100–250k Toronto, Ontario, Canada
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Client Portfolio Manager (FX Dealer) at Ebury. Skills: FX dealing, Client portfolio management, Relationship management, Revenue generation. Manage client portfolio. Execute FX hedging”

What You'll Achieve.

Minimise FX risk challenges; Give clients best value; Contribute to Ebury's growth; Deliver repeat business revenues; Deliver new business revenues; Reduce client churn; Upsell multiple relevant products; Cross-sell multiple relevant products; Increase wallet-share

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving

What They're Looking For.

Must Have

Dealing experience, Trading experience, Account management experience, Financial Services experience, Sales or relationship management role, Compliance requirements understanding, Proven record of identifying new business opportunities, Skilled negotiator, Build and leverage relationships

Nice to Have

Established network of contacts, Academic background in Business or Finance, Experience in FX institution, Experience in commercial bank, Selling financial instruments to SMEs, Selling financial instruments to corporate clients

What You'll Do.

Manage client portfolio

Execute cash management

Upsell Ebury's product capabilities

Ensure best-in-class client proposition

Collaborate with sales team

Assist in business origination

Understand client business environments

Provide best solution for clients

Understand competition capabilities

Understand competition gaps

Position Ebury's Banking solutions

Deliver on specific KPIs

Build client relationships

Maintain client relationships

Present ideas to clients

Present proposals to clients

Present updates to clients

Expand existing business

Provide feedback to managers

Originate new business

Network with clients for referrals

How You'll Work.

Team & Collaboration

Successful sales team

Communication Scope

Client meetings; Presenting ideas; Presenting proposals; Presenting updates

Full Job Description

Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed. If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future. Client Portfolio Manager / FX Dealer Ebury Toronto - Office based Compensation: $100,000 base salary + commission (OTE of up to $250K+) We are looking for a Client Portfolio Manager in our Toronto Office, with proven dealing, trading and account management experience. The successful candidate will manage a significant active portfolio of clients taking responsibility for trading account set up, relationship management and deal execution. Our CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving our clients the best value while contributing to Ebury’s growth. Our best CPMs go on to head up and train teams, making sure the next generation are inspired, motivated and proficient in their roles. What you’ll do as a Client Portfolio Manager Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management. You’ll 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, re

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