Associate Client Portfolio Manager (Fintech)

TL;DR

Associate Client Portfolio Manager (Fintech): Managing a portfolio of corporate clients and executing FX hedging, lending, and payment solutions with an accent on relationship management and risk mitigation. Focus on optimizing client wallet-share, reducing churn, and designing bespoke financial strategies to minimize FX risks.

Location: Office-based in Vancouver, Canada

Company

hirify.global is a fast-growing fintech leader providing integrated business accounts, hedging, and financing solutions to help businesses scale globally.

What you will do

• Manage a portfolio of corporate clients, executing FX hedging, lending, payments, and cash management products.
• Collaborate with sales teams to assist in business origination and provide tailored financial solutions based on client environments.
• Analyze competitor capabilities and gaps to better position hirify.global's banking solutions.
• Deliver on dealer-specific KPIs, including revenue growth, reducing client churn, and increasing wallet-share.
• Build and maintain strong client relationships through professional presentations, proposals, and meetings.
• Provide feedback to technology and product managers to expand business capabilities and originate new business via referrals.

Requirements

• Strong experience in Financial Services within a sales or relationship management role.
• Proven experience working in an FX institution or commercial bank selling to SMEs and corporate clients.
• Solid understanding of relevant compliance requirements.
• Proficiency in statistical/fundamental analysis and risk management practices.
• Proven record of identifying and pursuing new business opportunities through upselling and cross-selling.
• Fluency in English is required.

Nice to have

• Academic background in Business or Finance.
• An established network of professional contacts.

Culture & Benefits

• Generous commission structure with unlimited earning potential.
• International development opportunities, including global Dealing Boot Camps.
• Structured career progression into leadership and coaching positions.
• Dedicated mentorship from experienced Dealing Managers.
• Comprehensive benefits package including healthcare and social benefits.
• Central Vancouver office location with excellent transport links.