About

• 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.
• #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.