FX Client Portfolio Manager

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:

• Gérer un portefeuille de clients entreprises sur une gamme de produits variés, y compris la couverture de change (FX), les prêts et la gestion de trésorerie. 
• Soutenir les autres cambistes par des études de marché, des mises à jour sur les marchés et la présentation d'idées. 
• Exécuter des opérations de change avec de multiples fournisseurs de liquidité, en utilisant diverses plateformes de trading, ainsi que Bloomberg. 
• Collaborer avec les équipes de vente pour aider à la création de nouvelles opportunités commerciales. 
• Comprendre l'environnement commercial, les stratégies et le secteur d'activité du client afin de fournir la meilleure solution adaptée à sa situation. 
• Connaître et comprendre les capacités et les lacunes de la concurrence afin de mieux positionner les solutions bancaires d'Ebury. 
• Atteindre les indicateurs de performance clés (KPI) spécifiques aux cambistes, y compris les revenus issus des clients existants et nouveaux, la réduction du taux d'attrition des clients, la vente incitative de produits à forte marge et l'augmentation de la part de portefeuille. 
• Établir et maintenir des relations solides avec les clients grâce à des réunions. 
• Développer les activités existantes et fournir des retours d'information aux responsables technologiques et produits. 
• Générer de nouvelles opportunités commerciales en développant son réseau auprès des clients existants pour obtenir des recommandations. 
• Préparer et présenter des mises à jour sur les marchés au front office.

Expérience requise:

• Maîtrise du français et de l'anglais. 
• Expérience préalable dans les services financiers souhaitable. 
• Expérience dans une banque commerciale avec vente aux PME ou, alternativement, 
• Expérience pertinente dans un environnement autre qu'une banque, tel qu'un service de trésorerie front office (cela pourrait être spécialiste FX, gestion de trésorerie, etc.) 
• Formation académique en commerce/finance.

Compétences et caractéristiques personnelles:

• Capacité avérée à apporter passion, énergie et motivation à une organisation de vente. 
• À l'aise avec une approche de vente par téléphone. Compétences de communication de premier ordre, capable d'obtenir l'engagement et l'adhésion. 
• Capable de développer des stratégies, techniques et tactiques de vente basées sur les retours clients et l'environnement du marché ; présente les principaux arguments de vente, caractéristiques et avantages tout en se concentrant sur les besoins et les attentes des clients. 
• Négociateur(trice) habile, capable de nouer et d'exploiter des relations à des niveaux supérieurs.

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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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