Drive business growth as an Associate Client Portfolio Manager at Ebury in Toronto. You'll manage an array of financial products while fostering client relationships in an office setting.
As part of Ebury, you will oversee portfolios for corporate clients, providing tailored financial solutions including FX hedging and cash management. By collaborating with a successful sales team, you'll identify opportunities for upselling and maintain performance metrics to enhance client experience and satisfaction.
Key Responsibilities:
• Oversee corporate client portfolios and execute varied services
• Work with sales teams to source new business leads
• Monitor competitors to optimize product offerings
• Meet key performance indicators related to revenue and retention
• Engage clients with impactful proposals and meetings
Requirements:
• Solid experience in financial services and relationship management
• Familiarity with FX institutions or financial product sales