Associate Client Portfolio Manager

Ebury Canada - Vancouver - office based

*Exceptional on target earnings potential*

We are looking for a Client Portfolio Manager in our Vancouver Office, with proven dealing, trading and account management experience. The successful candidate will manage a 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 dealing teams, making sure the next generation of Dealers are inspired, motivated and proficient in their roles.

What you’ll do as a Client Portfolio Manager

• 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 dealer-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.

What you’ll need

• 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

Why Ebury? 

• Generous commission structure and unlimited earning potential 
• An impressive product suite including Trade Finance with more innovative and cutting edge products.
• International development opportunities including attending global Dealing Boot Camps.
• Career development and progression: Some of our most experienced dealers with exceptional FX knowledge move into leadership and coaching positions.
• Dedicated Mentorship: Learn directly from experienced Dealing Managers who are invested in your success.
• Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
• Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
• Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
• Central Vancouver Office: A fantastic location with excellent transport links.

Click the ‘Apply’ Today and discover your potential at Ebury!

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FX Sales Manager

Ebury Vancouver office

*Exceptional on target earnings potential* 

As a Senior Member of our Front Office team, the FX Sales Manager has responsibility for leading a sales team, establishing sales objectives and implementing sales programs. They are instrumental in ensuring a positive, supportive and motivational culture here at Ebury, maintaining and improving sales performance through the training, coaching and development of their team.

This is a great opportunity to join Ebury at an exciting time in our development, make a tangible contribution to both our growth and company culture and be rewarded for your performance. 

What you'll do as a FX Sales Manager

• Lead a sales team in developing prospects, leading by example, coaching and mentoring your team. You will be responsible for developing their skills and helping them progress through their career.
• Pitching and closing deals with prospective clients, by phone and face to face meetings
• Managing the customer relationship for new customers to ensure smooth on-boarding and first trades.
• Provide accurate forecasting of expected sales volume
• Implement regional sales programs for sales action and training plans with your team and fellow Heads of Desk
• Ensure adherence to company wide sales methodology and sales administration processes
• Be involved in the recruitment, onboarding and training of new team members.

What you'll need

With a track record of individual performance in FX Sales, you will be ready to move into a managerial role where you can achieve outstanding results as the leader of a team. A natural coach, you will enjoy sharing your experience and seeing your team develop as a result. In addition, you will have the ability to develop sales strategies and techniques based on client feedback and your knowledge of the market.

• Have a track record of sales management within FX or other cross-border financial services (e.g. import lending, export lending, international payments and collections, cash management)
• Have Financial Services experience - a network would be an advantage.
• Possess first-class communication skills
• Will have demonstrable ability to mentor, coach and develop people
• Are a skilled negotiator, able to build and leverage relationships at senior levels within SME customers
• Complete fluency in English 

Why Ebury?

• On top of the base salary with an uncapped commission structure that truly rewards your performance from day one;
• Dedicated Mentorship: Learn directly from experienced Country Manager who is invested in your success;
• Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best;
• Clear, Accelerated Career Progression: Defined pathways to leadership and specialist roles within Ebury;
• Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized;
• Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefit

Ready to launch your career with a global FinTech? Click the ‘Apply’ Today and discover your potential at Ebury!

You can also connect with me on LinkedIn - José Mario Vilhena Soares Neto

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