CareerPlan

Senior Client Portfolio Manager (FX Dealer)

TorontoFull-timeCA$100k2026-10-29 → 2026-11-10
On-site

Core

Manage a significant active portfolio of corporate clients, executing FX hedging, lending, payments, and cash management products while providing bespoke strategies to minimize FX risk.

Role type

Senior IC FX Dealer / Client Portfolio Manager

Builds

Client relationships and revenue through FX and banking solutions

Domain

Financial Services / FX Trading

Required skills

FX dealing and trading, account management, relationship management, deal execution, risk management, compliance knowledge, business origination, upselling, cross-selling, negotiation, statistical/fundamental analysis

Preferred skills

Established network of contacts, experience in established FX institution or commercial bank, academic background in Business or Finance

Technologies

Proprietary platform tools, risk management systems

Responsibilities

Manage client portfolio and execute deals, collaborate with sales team on business origination, deliver on KPIs (revenue, churn, wallet-share), build and maintain client relationships, originate new business via networking, provide feedback to product managers

Seniority

Senior, hands-on IC