Who you are

• Strong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage
• 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
• Academic background in Business or Finance is a plus
• 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

What the job involves

• 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
• 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, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share
• Building and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients
• Expand existing business and provide feedback to technology and product managers
• Originate new business via networking with existing clients for business referrals

Benefits

• 25 days holiday (excl. bank holidays).
• Day off on your birthday.
• 12% total pension contribution (5% from you, 7% from Ebury)
• Personal Development Budget
• Full Private Medical Insurance (including Dental)
• Season Ticket Loan