Fx Client Portfolio Manager

Montréal, QC, CA, Canada

Job Description

Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we've grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You'll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.

FX Client Portfolio Manager - Montreal




Location: Ebury Montreal - office based





As an FX Client Portfolio Manager you will:


Service a portfolio of corporate clients across a range of different products, including FX hedging, lending and cash management. Support the other dealers with market research, market updates and pitching ideas. Execution of FX trades with multiple liquidity providers, using various different trading platforms, as well as Bloomberg. Collaborate with sales teams to assist in business origination. Understand the client's business environments, strategies, and industry to provide the best solution for their situation. Know and understand the competition& capabilities and gaps to better position Ebury's Banking solutions. Deliver on dealer-specific KPIs including repeat & new business revenues, reducing client churn, up-selling high margin products and increasing wallet-share. Building & maintaining strong client relationships through client meetings. Expand existing business and provide feedback to technology and product managers. Originate new business via networking with existing clients for business referrals. Prepare and present market updates to the front office.

Required Experience:




Fluent in French and English. Preferably previous experience in Financial Services. Working in a commercial bank selling to SME's or alternatively, Relevant experience in an environment different to a bank, such as in treasury front office (this could be FX specialist, cash management etc) Business/finance academic background.

Competencies and Personal Characteristics:




Proven ability of bringing passion, energy and motivation to a sales organisation. Comfortable with a phone sales approach. First-class communication skills, able to win commitment and buy-in. Able to develop sales strategies, techniques and tactics based on customer feedback and market environment; presents key selling points, features, and benefits while focusing on customer needs and expectations. A skilled negotiator, able to build and leverage relationships at senior levels.

En tant que cambiste FX junior, vous devrez:




Gerer un portefeuille de clients entreprises sur une gamme de produits varies, y compris la couverture de change (FX), les prets et la gestion de tresorerie. Soutenir les autres cambistes par des etudes de marche, des mises a jour sur les marches et la presentation d'idees. Executer des operations de change avec de multiples fournisseurs de liquidite, en utilisant diverses plateformes de trading, ainsi que Bloomberg. Collaborer avec les equipes de vente pour aider a la creation de nouvelles opportunites commerciales. Comprendre l'environnement commercial, les strategies et le secteur d'activite du client afin de fournir la meilleure solution adaptee a sa situation. Connaitre et comprendre les capacites et les lacunes de la concurrence afin de mieux positionner les solutions bancaires d'Ebury. Atteindre les indicateurs de performance cles (KPI) specifiques aux cambistes, y compris les revenus issus des clients existants et nouveaux, la reduction du taux d'attrition des clients, la vente incitative de produits a forte marge et l'augmentation de la part de portefeuille. Etablir et maintenir des relations solides avec les clients grace a des reunions. Developper les activites existantes et fournir des retours d'information aux responsables technologiques et produits. Generer de nouvelles opportunites commerciales en developpant son reseau aupres des clients existants pour obtenir des recommandations. Preparer et presenter des mises a jour sur les marches au front office.

Experience requise:




Maitrise du francais et de l'anglais. Experience prealable dans les services financiers souhaitable. Experience dans une banque commerciale avec vente aux PME ou, alternativement, Experience pertinente dans un environnement autre qu'une banque, tel qu'un service de tresorerie front office (cela pourrait etre specialiste FX, gestion de tresorerie, etc.) Formation academique en commerce/finance.

Competences et caracteristiques personnelles:




Capacite averee a apporter passion, energie et motivation a une organisation de vente. A l'aise avec une approche de vente par telephone. Competences de communication de premier ordre, capable d'obtenir l'engagement et l'adhesion. Capable de developper des strategies, techniques et tactiques de vente basees sur les retours clients et l'environnement du marche ; presente les principaux arguments de vente, caracteristiques et avantages tout en se concentrant sur les besoins et les attentes des clients. Negociateur(trice) habile, capable de nouer et d'exploiter des relations a des niveaux superieurs.

#LI-ONSITE



#LI-LK1

About Us




Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector.





Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 29 markets worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Vancouver to Auckland, we enjoy sharing team experiences and celebrating success across the Ebury family.



Hard work pays off: in 2019, Ebury received a 350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies.



None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collaborative teams, always ready to disrupt and revolutionise the fast-paced FinTech sector.



At Ebury, we're committed to building a workplace where everyone feels valued, supported, and empowered to thrive. We're proud to have active employee networks and ESG initiatives that reflect our inclusive culture, including our

Women's Network

,

LGBTQIA+ Network

, and

Veterans Network

. These communities provide spaces for connection, mentorship, advocacy, and collaboration across our global teams.


We believe in inclusion. We stand against discrimination in all forms and have no tolerance for the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story because we want you and your uniqueness to help write our future.


Please submit your application on the careers website directly, uploading your CV / resume in English.

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Job Detail

  • Job Id
    JD2765948
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Montréal, QC, CA, Canada
  • Education
    Not mentioned