Opportunity at
EburySenior Client Portfolio Manager (FX Dealer)
Ebury is seeking a Senior Client Portfolio Manager (FX Dealer) to join its Toronto office for a full-time, on-site role working five days a week. Founded…
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About This Role
Ebury is seeking a Senior Client Portfolio Manager (FX Dealer) to join its Toronto office for a full-time, on-site role working five days a week. Founded in 2009, Ebury is a fintech company that provides integrated financial solutions, including business accounts, hedging, and financing, to help companies operate globally. In this position, the successful candidate will manage an active client portfolio, execute financial deals, and guide corporate clients through currency…
Job Description
Ebury is seeking a Senior Client Portfolio Manager (FX Dealer) to join its Toronto office for a full-time, on-site role working five days a week. Founded in 2009, Ebury is a fintech company that provides integrated financial solutions, including business accounts, hedging, and financing, to help companies operate globally. In this position, the successful candidate will manage an active client portfolio, execute financial deals, and guide corporate clients through currency risk challenges.
This role suits professionals with a background in financial services sales or account management who want to advance their careers in foreign exchange and treasury services. Top performers have the opportunity to move into leadership and coaching positions, training future teams. Ebury offers a base salary of 100,000 Canadian Dollars plus uncapped commission, with an on-target earnings potential of up to 250,000 Canadian Dollars or more, alongside comprehensive benefits tailored to the location.
Responsibilities
- Manage a portfolio of corporate clients by executing products such as FX hedging, lending, payments, and cash management
- Collaborate with the sales team to originate new business and upsell the product suite
- Analyze client business environments and industry strategies to deliver tailored financial solutions
- Monitor competitor capabilities to effectively position Ebury banking solutions
- Achieve specific key performance indicators regarding repeat and new business revenues, client retention, cross-selling, and wallet share expansion
- Conduct client meetings and present proposals, updates, and strategies professionally
- Gather feedback from clients to share with product and technology managers
- Generate new business opportunities through client networking and referrals
Requirements
- Strong background in financial services focusing on sales or relationship management
- Experience working within an established foreign exchange institution, commercial bank, or selling financial instruments to small and medium enterprises and corporate clients
- Solid understanding of relevant compliance requirements
- Exceptional communication skills to gain commitment and buy-in
- Technical abilities covering fundamental and statistical analysis along with risk management practices
- Proven history of driving new business acquisition, upselling, and cross-selling
- Skilled negotiation abilities to build and leverage high-level relationships
- Fluency in English
Qualifications
- Established network of professional contacts
- Academic background in Business or Finance
Core Skills
Benefits
- Base salary of 100,000 Canadian Dollars
- Uncapped commission structure with an on-target earnings potential up to 250,000 Canadian Dollars or more
- International development opportunities including global boot camps
- Career progression into leadership and coaching positions
- Dedicated mentorship from experienced client portfolio managers
- Access to a competitive benefits package tailored to the location, typically featuring health care and social benefits
- Central Toronto office location with transport links
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Where is this job located and is it remote?
This role is based in Ebury's Toronto office and is an on-site position requiring attendance five days a week.
What is the compensation for this role?
The position includes a base salary of 100,000 Canadian Dollars combined with an uncapped commission structure, yielding an on-target earnings potential of up to 250,000 Canadian Dollars or more.
What kind of experience is required?
Candidates must have strong financial services experience in sales or relationship management, a solid understanding of compliance, exceptional communication skills, and background working in an established foreign exchange institution, commercial bank, or selling financial instruments to corporate clients.
Sample Interview Questions
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