Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.
If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future.
Associate Client Portfolio Manager
Ebury Canada - Vancouver - office based
Compensation: $80,000 base salary + commission (OTE of up to $130K+)
We are looking for an Associate 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 an Associate 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.
- Colleague or university degree (BA or BSc) and Business or Finance background 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: Our benefits include Private Health insurance including Dental, Vision and Emergency Travel Insurance, a Wellness Spending Account, an Employee Assistance Program, plus 25 days of annual leave
- Central Vancouver Office - A fantastic location with excellent transport links: 885 West Georgia Street, suite 2000, 20th floor, Vancouver, BC, BC V6C 3E8
- We are offering a permanent working contract
Click the ‘Apply’ Today and discover your potential at Ebury! Contact details - Lili Kormos - on LinkedIn or lili.kormos@ebury.com
About us
Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.
Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team.
At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.
The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.
We believe in inclusion. We stand against discrimination in all forms and are against 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.