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Senior Client Portfolio Manager (FX Dealer)

EburyToronto
On-site Full-time CA$100K/yr - CA$250K/yr

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Experience Level

Senior

Qualifications

Qualifications include a proven track record in FX dealing, trading, and account management, coupled with excellent interpersonal and communication skills. Strong analytical abilities and a strategic mindset are essential for success in this role.

About the job

Ebury empowers ambitious businesses to achieve global growth, and we extend the same philosophy to our employees. We cultivate a culture of innovation, collaboration, and problem-solving, creating an inclusive environment where everyone feels valued and supported in their journey to success.

If you are a team player eager to revolutionize how businesses operate on a global scale, we encourage you to reach out - we would be thrilled to explore how Ebury can elevate your career and help you shape the future.

Senior Client Portfolio Manager / FX Dealer

Ebury Toronto - Office based

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

We are seeking an experienced Client Portfolio Manager for our Toronto Office. The ideal candidate will possess a strong background in dealing, trading, and account management. You will oversee a substantial active portfolio of clients, managing trading account setups, relationship management, and deal execution.

Our CPMs provide tailored advice and strategies to help clients mitigate their FX risk challenges. You will plan, structure, and execute deals, ensuring optimal value for our clients while contributing to Ebury’s growth.

Our top CPMs progress to lead and mentor teams, inspiring the next generation to excel in their roles.

Key Responsibilities of a Client Portfolio Manager

  • Manage a portfolio of corporate clients, executing various products including FX hedging, lending, payments, and cash management. You will promote Ebury’s extensive product offerings, ensuring a premier client experience.
  • Collaborate with a successful sales team to drive business development. Understand clients' business landscapes, strategies, and industries to offer the most effective solutions using Ebury's comprehensive product suite.
  • Analyze competitors' offerings to strategically position Ebury’s Banking solutions.
  • Achieve specific KPIs, including generating repeat and new business revenues, minimizing client churn, upselling and cross-selling multiple relevant products, and increasing wallet share.
  • Build and maintain strong client relationships through meetings, confidently presenting ideas, proposals, and updates.
  • Expand existing business and foster new opportunities.

About Ebury

Ebury is a dynamic financial services company that empowers businesses to grow globally by providing innovative currency solutions. Our commitment to fostering a supportive and inclusive work environment helps our employees thrive and succeed.

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