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For Companies At a Glance
- Tasks: Engage with C-suite executives, source new sales opportunities, and build lasting client relationships.
- Company: Fast-growing FX risk management firm with a supportive and collaborative culture.
- Benefits: Competitive salary, uncapped commissions, private healthcare, and professional development.
- Why this job: Kickstart your finance career with mentorship from industry veterans and real impact on client success.
- Qualifications: Confident, ambitious graduates or those with proven sales experience; strong communication skills required.
- Other info: Dynamic role with excellent career progression opportunities in a thriving company.
The predicted salary is between 36000 - 60000 £ per year.
Ballinger & Co. is an independent provider of foreign exchange risk management and trading services to financial institutions and corporate clients with large and complex FX requirements. Launched in 2020 by the team behind the UK's largest non-bank Foreign Exchange specialist, it has quickly become a go-to provider for clients underserved by banks and other FX brokers. The company is well funded, growing fast, and profitable from the outset.
The Portfolio Manager role offers a competitive starting salary, a range of benefits, and the opportunity to earn uncapped commissions and progress in the company based on merit. You will be trained and mentored by the founders who have a collective 75 years of experience in FX.
As Portfolio Manager, you are on the front line of our sales team. You will engage directly with C-suite executives of our target clients, making initial contact by telephone. After researching the potential client, you will qualify their FX requirements and match them with Ballinger & Co. solutions, while building relationships and generating interest. Our team and management are highly collaborative and supportive, so you will be accompanied from the first contact until a client is onboarded and ready to start trading with a dedicated team of traders. You will own these clients for the duration of their relationship with us, gradually building a portfolio over time.
Responsibilities:
- Source new sales opportunities through outbound cold calls, follow-up calls with senior management, follow-up email communication, and meetings
- Understand customer needs and requirements
- Route qualified opportunities to the appropriate senior executives for further development and closure
- Close sales and achieve statistical targets
- Research accounts, identify key players and generate interest
- Maintain and expand your database of prospects within your assigned industry/territory
- Collaborate with sales managers and risk & compliance teams to onboard clients, build pipeline and close deals
Requirements:
- Confident, ambitious, and highly motivated to succeed
- Interested in business and markets, and able to demonstrate independent thinking
- Willing to listen and learn from our experienced team
- A graduate with a BA/BSc (preferred)
- If experienced, the candidate will demonstrate proven sales experience (can be from a different industry)
- Track record of over-achieving quota
- Strong phone presence and experience dialing dozens of calls per day
- Proficient with corporate productivity and communication tools
- Experience working with Salesforce.com or similar CRM
- Excellent verbal and written communications skills
- Strong listening and presentation skills
- Ability to multi-task, prioritise, and manage time effectively
Benefits:
- Private Healthcare Plan
- Pension Plans
- Leave Package
- Training & Development
- Employee Assistance Programme
Portfolio Manager (FX Sales) employer: Ballinger Group
Contact Detail:
Ballinger Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager (FX Sales)
✨Tip Number 1
Get to know the company inside out before your call. Research Ballinger & Co., their services, and their target clients. This way, when you reach out, you can speak their language and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your pitch! Role-play with a friend or use a mirror to refine your approach. The more confident you sound on the phone, the better your chances of making a great first impression with those C-suite executives.
✨Tip Number 3
Follow up like a pro! After your initial contact, don’t just sit back and wait. Send a quick email or make a follow-up call to keep the conversation going. It shows persistence and that you’re serious about helping them with their FX needs.
✨Tip Number 4
Leverage our website for resources and tips! We’ve got loads of materials that can help you prepare for your calls and understand the FX market better. Plus, applying through our site gives you a direct line to us, making it easier to stand out!
We think you need these skills to ace Portfolio Manager (FX Sales)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight any relevant sales experience and your understanding of FX markets. We want to see how your skills align with what we do at Ballinger & Co.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for finance and your motivation to succeed in this role. Let us know why you’re excited about joining our team and how you can contribute.
Showcase Your Communication Skills: Since you'll be engaging with C-suite executives, it's crucial to demonstrate your excellent verbal and written communication skills. Make sure your application reflects your ability to convey ideas clearly and professionally.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ballinger Group
✨Know Your FX Basics
Before stepping into the interview, brush up on your foreign exchange knowledge. Understand key concepts like currency pairs, market trends, and risk management strategies. This will not only show your interest in the role but also help you engage in meaningful conversations with the interviewers.
✨Research Ballinger & Co.
Dive deep into Ballinger & Co.'s background, their services, and their target clients. Familiarise yourself with their unique selling points and how they differentiate themselves from traditional banks. This knowledge will allow you to tailor your responses and demonstrate your enthusiasm for joining their team.
✨Prepare for Role-Play Scenarios
Since the Portfolio Manager role involves direct client engagement, be ready for role-play scenarios during the interview. Practice how you would approach a C-suite executive, qualify their needs, and present solutions. This will showcase your sales skills and ability to think on your feet.
✨Showcase Your Sales Experience
If you have previous sales experience, be prepared to discuss specific examples of how you've achieved targets or built client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewers to see your potential value to their team.
