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Associate Client Portfolio Manager

EburyToronto
On-site Full-time

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Experience Level

Experience

Qualifications

The ideal candidate will possess:Proven experience in client management, trading, or related fields. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. A proactive approach to business development and client engagement. Ability to thrive in a fast-paced, dynamic environment.

About the job

Ebury supports businesses aiming for international growth and extends that same commitment to its employees. The team values innovation, collaboration, and practical problem-solving. Every employee is encouraged to contribute, develop skills, and feel part of the group.

Role Overview

Title: Associate Client Portfolio Manager
Location: Toronto (office based)
Earnings: Performance-based, with strong potential for high earnings

This position focuses on managing a portfolio of corporate clients from Ebury’s Toronto office. The Associate Client Portfolio Manager handles account setup, relationship management, and trade execution. A background in dealing, trading, or account management is important for success in this role.

Client Portfolio Managers at Ebury advise clients on foreign exchange risk, develop transaction strategies, and execute trades. The role combines client service with business growth, offering the chance to make a direct impact on both client outcomes and Ebury’s success. Top performers often move into leadership roles, guiding and mentoring others.

Main Responsibilities

  • Manage a portfolio of corporate clients, executing products such as FX hedging, lending, payments, and cash management. Promote Ebury’s product range to improve client satisfaction.
  • Work closely with the sales team to identify new business opportunities. Understand client industries and strategies to recommend tailored solutions from Ebury’s suite.
  • Assess competitors’ strengths and weaknesses to position Ebury’s banking solutions effectively.
  • Meet KPIs, including generating repeat and new business, reducing client attrition, upselling and cross-selling, and increasing wallet share.
  • Build and maintain strong client relationships through meetings and presentations. Share ideas, proposals, and updates confidently.
  • Expand existing accounts and share client insights with product and technology teams.
  • Grow new business by networking with current clients and seeking referrals.

About Ebury

Ebury is a pioneering financial services company that provides international businesses with the tools and solutions to facilitate cross-border transactions. Our innovative approach empowers clients to manage their foreign exchange needs, financing requirements, and payment solutions effectively.

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