Senior Client Portfolio Manager, Ebury
FX Dealer
CA$100k
+ Commission to give OTE of up to $250K+
5 days a week in office
Helping SMEs to trade internationally
Posted today
Helping SMEs to trade internationally
1001+ employees
Posted today
CA$100k
+ Commission to give OTE of up to $250K+
5 days a week in office
1001+ employees
Company mission
To make the business world more connected by making international finance simple and universally accessible.
Role
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
Our take
Ebury provides foreign exchange, money transfer and other currency services to small and medium businesses and their banking partners. Demand for its services is increasing in a world that's becoming more globalised, with SMEs trading internationally as well as in their domestic market.
Ebury serves more than 45,000 clients a day and processes over $21 Billion of transactions a year. Investment from Santander in 2020 provided Ebury access to Santander's huge SME customer base, assisting it in a huge period of international growth. This has fuelled the company's global expansion, operating in 21 countries.
There is a lot of competition for these customers, with fast-growing companies like Adyen, Monzo, Revolut and Transferwise going after this market in Europe. Gaining distribution, as it has done in Brazil through a partnership with global payments provider Nium, will give Ebury an edge as it continues to expand.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Nov 2015
$83m
SERIES B
Jun 2014
$24.1m
SERIES A
Total funding: $111.8m
Company benefits
- Day off on your birthday.
- Personal Development Budget
Company HQ
Westminster, London, UK
Articles
Leadership
Juan Lobato
(CEO)Former CEO of BEAM.TV and is an investor in a range of technology start-ups throughout Europe, including Form3, At-Bay, and Basekit.
People progressing
Joined as a Product Manager. Promoted to SVP of Product after 1 year and now Chief Strategy Officer.
Salary benchmarks
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