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Financial Services, Fintech, Payments, Foreign Exchange

Senior Account Representative (Mandarin Speaking)

Toronto, ONOnsiteFull TimeSeniorCA$100,000–CA$125,000 /yrPosted 2 months ago

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Required skills

  • Foreign Exchange Sales
  • Dealing
  • Corporate customers
  • Pro-active
  • Economics
  • Finance
  • Mathematics
  • Mandarin

Nice to have

  • 36 months’ experience
  • hedging solutions
  • forward
  • option
  • corporate
  • SME customers

Role summary

Convera is seeking a Sr. Account Representative fluent in Mandarin to manage a portfolio of 60-80 corporate Canadian customers, focusing on foreign exchange and payments. The role involves transacting FX deals, retaining clients, and identifying upselling/cross-selling opportunities. Success requires proactive customer engagement, strong decision-making, and achieving sales targets. Required qualifications include experience in Foreign Exchange Sales or Dealing and comfort with phone-based communication with corporate clients. Preferred qualifications include experience with hedging solutions, financial markets knowledge, and sales experience. The role offers a competitive salary, bonus potential, and career growth opportunities within a global financial services company.

In this role you will work with a portfolio of corporate customers on their foreign exchange and payments requirements to achieve set business goals. You will actively engage with them to bring Convera’s services to bear on their business needs.

Responsibilities

  • Delivering an excellent client experience to a portfolio of approximately 60 to 80 Corporate Canadian customers.
  • Managing and transacting a wide range of FX deals across our broad product range, you’ll be tasked with retaining clients as well as maximizing opportunities for upselling and cross-selling.
  • Able to draw on advice and expertise from across the business you’ll be responsible for making excellent business decisions and rewarded accordingly through a generous and transparent bonus scheme.
  • Achieving and surpassing your targets you’ll need to be proactive, regularly contacting and meeting up with customers and being aware of their specific requirements and how we might be able to serve them best.

    • Required Qualifications

  • Experience in Foreign Exchange Sales or Dealing is required to be considered for the role
  • Proven ability to build and grow customer relationships
  • Comfortable on the phone with corporate customers
  • Pro-active in finding new relationships and opportunities
  • Strong attention to detail
  • Able to excel in a fast-paced environment
  • Degree in Economics, Finance, Mathematics, or other quantitative discipline
  • Canadian Citizen / Permanent Resident
  • Bilingual: English / Mandarin

    • Preferred Qualifications

    Below are nice-to-have qualifications, but not required:

  • Minimum of 36 months’ experience dealing hedging solutions (forward and option) to corporate or SME customers.
  • In depth knowledge and understanding of FX option structures and hedging strategies
  • Ability to structure FX option hedging solutions
  • Technical & fundamental understanding of broad financial markets
  • Ability to disseminate technical and fundamental knowledge into a saleable form
  • Some sales experience, either business development or upsell to existing clients, preferred
  • Excellent communication and listening skills
  • Ability to ask probing questions to understand needs of customer and solution sell FX risk management strategies
  • High degree of professionalism
  • Strong desire to succeed and motivate self and the team
  • Ability to deal effectively with all types of people, build and maintain supportive relationships with key business contacts
  • Effective time management skills
  • Excellent presentation skills
  • Solid IT skills with ability to use MS Excel, Word, PowerPoint, Reuters & Bloomberg.
  • MBA and/or CFA designation (or working towards) would be an asset

    • About Convera

    Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.

    Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

    As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

    We offer an abundance of competitive perks and benefits including:

  • Competitive salary
  • Opportunity to earn a bonus (dependent on performance)
  • Great career growth and development opportunities in a global organization
  • Corporate benefits

    • There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.

    Apply now!

    Pay Transparency Statement

    Convera is committed to transparent, fair, and equitable hiring practices in full compliance with Canadian federal and provincial requirements.

  • Compensation: This role pays [$100,000–$125,000] per year + 30% variable.
  • AI Use: Convera does not use artificial intelligence to screen, assess, or select applicants.
  • Vacancy Status: This posting is for an existing vacancy.
  • Canadian Experience: Convera does not require Canadian work experience.
  • Benefits: We offer a competitive benefits package, including health coverage, retirement savings options, paid time off, and wellness resources.

    • Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.

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