Senior Client Portfolio Manager (FX Dealer)

Ebury is looking for a Client Portfolio Manager in its 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. Client Portfolio Managers offer expert and bespoke suggestions and ideas to clients, providing strategies to minimise their FX risk challenges. They plan, structure and execute deals, giving clients the best value while contributing to Ebury's growth. Office based, 5 days of the week.

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 using Ebury's 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, cross-selling and increasing wallet-share; Build and maintain strong client relationships through client meetings, presenting ideas, proposals, and updates; Expand existing business and provide feedback to technology and product managers; Originate new business via networking with existing clients for business referrals; Manage trading account set up, relationship management and deal execution; Plan, structure and execute deals, giving clients the best value while contributing to Ebury's growth

Requirements

Strong Financial Services experience in a sales or relationship management role; 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

Nice to have

Academic background in Business or Finance; An established network of contacts is a distinct advantage

Benefits

Generous commission structure and unlimited earning potential; Impressive product suite including Supplier Payment Financing; International development opportunities including attending global Boot Camps; Career development and progression into leadership and coaching positions; Dedicated Mentorship from experienced Client Portfolio Managers; Cutting-Edge Technology with state-of-the-art tailor made tools and systems; Dynamic & Supportive Culture with a collaborative environment; Generous Benefits Package tailored to location, typically including health care and social benefits; Central Toronto Office with excellent transport links