TL;DR
Senior Client Portfolio Manager (Fintech): Managing an active portfolio of corporate clients with an accent on FX hedging, deal execution, and payment solutions. Focus on driving business growth through strategic relationship management, cross-selling complex financial products, and minimizing FX risk for corporate clients.
Location: Must be based in Toronto (Office based)
Company
Ebury is a fast-growing fintech leader that provides sophisticated integrated solutions for business accounts, hedging, and financing on a single platform to help businesses scale globally.
What you will do
- Manage a significant active portfolio of corporate clients, executing FX hedging, lending, and cash management deals.
- Collaborate with the sales team to originate new business and provide bespoke financial strategy ideas to clients.
- Deliver on specific KPIs including repeat revenue, client retention, and cross-selling product capabilities.
- Build and maintain strong client relationships through professional presentations, client meetings, and strategic updates.
- Understand market competition and client business environments to position Ebury's banking solutions effectively.
- Provide critical feedback to product and technology managers for continuous platform evolution.
Requirements
- Strong financial services experience in sales or relationship management.
- Proven experience in an established FX institution or commercial bank.
- Deep understanding of FX hedging, trading, and compliance requirements.
- Excellent communication skills with the ability to influence at senior levels.
- Fluency in English.
- Must be able to work from the Toronto office.
Nice to have
- Established network of professional contacts.
- Academic background in Business or Finance.
- Experience with statistical and fundamental analysis.
Culture & Benefits
- Generous commission structure with unlimited earning potential.
- Access to an innovative product suite and cutting-edge technology tools.
- Career development opportunities including paths to leadership and mentorship.
- International development prospects via global boot camps.
- Competitive benefits package including healthcare and social benefits.
- Collaborative and dynamic work environment in central Toronto.
