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For Companies At a Glance
- Tasks: Engage with high-net-worth clients and drive adoption of our online FX platform.
- Company: Join Worldwide Currencies, a leader in deliverable foreign exchange and fintech innovation.
- Benefits: Enjoy a competitive salary, commission structure, and annual performance bonuses.
- Why this job: Be part of a dynamic team in a rapidly growing fintech environment with endless learning opportunities.
- Qualifications: Experience in client acquisition, relationship management, and a solid understanding of the FX landscape.
- Other info: This role offers a chance to shape the future of finance while advancing your career.
The predicted salary is between 43200 - 72000 £ per year.
If you are an ambitious, self-motivated individual with an entrepreneurial mindset who thrives on building high-value relationships, we want to hear from you.
Worldwide Currencies Limited, a market leader in deliverable foreign exchange, is rapidly developing in the fintech space and is seeking an experienced and enthusiastic Portfolio Manager interested in contributing to this growth. As we expand our global footprint and digital capabilities, we’re seeking a driven, commercially minded Portfolio Manager to join our high-performance team. Technology and client service are the differentiators.
- Identify and close new business opportunities, engaging with high-net-worth individuals, C-suite decision-makers and corporate officers.
- Promote and drive adoption of our new online FX platform, targeting corporate and institutional clients.
- You should bring a deep understanding of the FX landscape and demonstrate success in client acquisition and relationship management.
- Proven track record of reaching revenue and performance targets.
- Knowledge of Microsoft Office/CRM.
- Competitive base salary + commission structure + annual performance bonus.
- Opportunity to be part of an agile, high-growth business in an evolving fintech landscape.
- Continuous learning and development to encourage career growth opportunities.
If you are interested in advancing your career in the evolving Fintech space, join Worldwide Currencies as we continue to expand and innovate.
Contact Detail:
Worldwide Currencies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Portfolio Manager
✨Tip Number 1
Network actively within the fintech community. Attend industry events, webinars, and meetups to connect with professionals in foreign exchange and portfolio management. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Stay updated on the latest trends in the FX landscape. Follow relevant news sources, blogs, and thought leaders on social media. This knowledge will not only help you in interviews but also demonstrate your passion for the industry.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition and relationship management. Have specific examples ready that showcase how you've met or exceeded revenue targets, as this will be crucial in demonstrating your fit for the role.
✨Tip Number 4
Familiarise yourself with Worldwide Currencies Limited's online FX platform. Understanding its features and benefits will allow you to speak confidently about how you can promote and drive its adoption among potential clients.
We think you need these skills to ace Accounts Portfolio Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Accounts Portfolio Manager. Familiarise yourself with the fintech landscape and the specific requirements mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience in client acquisition, relationship management, and any achievements related to revenue targets. Use specific metrics to demonstrate your success in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial mindset and ability to build high-value relationships. Mention your understanding of the FX landscape and how you can contribute to the company's growth.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in this role.
How to prepare for a job interview at Worldwide Currencies
✨Showcase Your Relationship-Building Skills
As a Portfolio Manager, your ability to build high-value relationships is crucial. Prepare examples of how you've successfully engaged with high-net-worth individuals and corporate clients in the past. Highlight your interpersonal skills and how they contributed to client satisfaction and retention.
✨Demonstrate Your Knowledge of the FX Landscape
Make sure you have a solid understanding of the foreign exchange market. Be ready to discuss current trends, challenges, and opportunities within the FX landscape. This will show your potential employer that you are not only knowledgeable but also passionate about the industry.
✨Prepare for Questions on Client Acquisition
Expect questions about your strategies for identifying and closing new business opportunities. Prepare specific examples of how you've successfully acquired clients in the past, including any metrics or achievements that demonstrate your success in reaching revenue targets.
✨Familiarise Yourself with Their Technology
Since technology is a key differentiator for this role, take the time to understand Worldwide Currencies' online FX platform. Familiarise yourself with its features and benefits, and be prepared to discuss how you would promote its adoption among corporate and institutional clients.
