Ebury
Financial Services
ClientPortfolioManager(FXDealer)
Neural analysis suggests this role is
optimal for Manager candidates.
“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.
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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