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Added 10 mins ago
S
Senior Process Engineer
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- Full-time
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Senior Client Portfolio Manager (FX Dealer)
Ebury
Toronto, ON
The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.
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Ebury

Senior Client Portfolio Manager (FX Dealer)

Toronto, ON, Canada

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Job details

Posting language: English
Posted: Oct 29, 2026

Original job description

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.

Client Portfolio Manager / FX Dealer

Ebury Toronto - Office based - 5 days of the week

Compensation: CAD 100K base salary + uncapped commission (OTE of up to CAD 250K+)

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.

What you’ll do as a 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 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.
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

Why Ebury?

Generous commission structure and unlimited earning potential
An impressive product suite including Supplier Payment Financing with more innovative and cutting edge products.
International development opportunities including attending global Boot Camps.
Career development and progression: Some of our most experienced CPMs with exceptional FX knowledge move into leadership and coaching positions.
Dedicated Mentorship: Learn directly from experienced Client Portfolio 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: Access competitive benefits tailored to your location, which typically include health care and social benefits.
Central Toronto Office: A fantastic location with excellent transport links.

Click the ‘Apply’ Today and discover your potential at Ebury!

You can also connect with me José Mario Vilhena Soares Neto on LinkedIn.

#ONSITE

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 2000+ 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.

Important Security Notice for Job Applicants:
Ebury only accepts applications via official Ebury channels. We will only contact you from an @ebury.com domain. Always check the emails you receive from us, and note that we will never request payment for any part of the recruitment process. Stay safe and report suspicious activity.

Notice to Recruitment Agencies and Search Firms:
Ebury does not accept unsolicited resumes, CVs, or candidate profiles from recruitment agencies or search firms without signed written Ebury recruitment terms in place for a specific role. Any unsolicited applications will be considered the sole property of Ebury. Ebury will not be responsible or liable for any placement fees or costs associated with unagreed candidate submissions or subsequent hires.

AI Transparency Statement:
Ebury uses Artificial Intelligence (AI) and automated tools to help streamline certain parts of our recruitment process, however, these tools are strictly for administrative efficiency. All hiring decisions, including application reviews, shortlisting, and final selections are evaluated and conducted by human talent acquisition professionals and hiring managers.

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More about this job

Responsibilities

Manage a portfolio of corporate clients, execute foreign exchange and related financial products, and provide tailored strategies to address clients’ FX risks. Grow client revenue and retention through relationship management, business origination, product cross-selling, and collaboration with sales and product teams.

Requirements

Candidates should have substantial financial services sales or relationship management experience, ideally at an FX institution or commercial bank, and a strong understanding of compliance, financial instruments, and risk management. They should demonstrate strong communication and negotiation skills, the ability to develop new business, and fluency in English; a business or finance academic background is a plus.

Skills

Foreign Exchange Dealing
Trading
Portfolio Management
Account Management
FX Hedging
Risk Management
Financial Analysis
Business Development
Sales
Upselling
Cross-Selling
Negotiation
Client Presentations
Compliance
Cash Management

Benefits

Health Care
Social Benefits
Uncapped Commission
Mentorship
Career Development
International Development Opportunities

Visa sponsorship

Not detected in the job text

Hiring contact

José Mario Vilhena Soares Neto

Keywords

Foreign Exchange
FX Hedging
FX Risk
Trading
Deal Execution
Corporate Clients
Portfolio Management
Relationship Management
Financial Services
Commercial Banking
Financial Instruments
Lending
Payments
Cash Management
Supplier Payment Financing
Business Origination
Client Retention
Revenue Growth
Upselling
Cross-Selling
Wallet Share
Compliance
Statistical Analysis
Fundamental Analysis
Risk Management
Negotiation
Business Referrals
Fintech

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