Associate Client Portfolio Manager (Vancouver)

Associate Client Portfolio Manager (Vancouver)

19 Apr
|
Ebury
|
Vancouver

19 Apr

Ebury

Vancouver

Associate Client Portfolio Manager – Vancouver, Office Based Exceptional on-target earnings potential*

What You’ll Do

Manage a portfolio of corporate clients, executing a range of products including FX hedging, lending, payments, and cash management; upsell Ebury’s broad product capabilities to deliver best-in-class client propositions.

Collaborate with a large, successful sales team to assist in business origination; understand clients’ business environments and strategies to provide the most suitable solutions using Ebury’s product suite.

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.

Build and maintain strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates.

Expand existing business and provide feedback to technology and product managers.

Originate new business via networking with existing clients for 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 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.

Perks

Generous commission structure and unlimited earning potential

Comprehensive product suite including trade finance, FX, and innovative products

International development opportunities such as global dealing boot camps

Career development and progression into leadership and coaching roles

Dedicated mentorship from experienced dealing managers

State‑of‑the‑art technology tools and systems

Dynamic and supportive culture with a focus on teamwork and personal growth

Competitive benefits package tailored to your location (healthcare and social benefits)

Central Vancouver office with excellent transport links

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📌 Associate Client Portfolio Manager (Vancouver)
🏢 Ebury
📍 Vancouver

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