Senior Client Portfolio Manager: Drive FX Solutions and Growth

Ebury
Toronto, CA; US
On-site

Job Description

Lead as a Senior Client Portfolio Manager, transforming client relationships and delivering FX solutions. This office-based role emphasizes strategic trading and account management with significant earning potential.

In this role, you’ll manage a substantial portfolio of corporate clients, executing a variety of financial products to address their unique needs. Your collaboration with a successful sales team will drive business origination while your insights into the competition will enhance our service offerings. Your goal will be to build lasting client relationships and effectively upsell our diverse product suite.

Key Responsibilities:

  • Execute FX hedging and cash management for clients
  • Assist in generating new business with sales teams
  • Analyze client needs and provide strategic recommendations
  • Maintain robust client communication and relationship management
  • Expand business through referrals and networking

Requirements:

  • Significant experience in financial services sales
  • Background in an FX institution or commercial banking
  • Strong understanding of compliance in financial services
  • Excellent negotiation and relationship-building skills
  • Proven ability to identify new business opportunities

Guide businesses in securing optimal financial solutions while advancing your own career in a supportive environment.

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Skills & Requirements

Technical Skills

Financial services salesFx institutionCommercial bankingCompliance in financial servicesNegotiationRelationship-buildingFinance

Level

senior

Posted

4/11/2026

Apply Now

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