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.
- Other info: Dynamic role with excellent career progression opportunities in a thriving company.
- 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.
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
At Ballinger & Co., we pride ourselves on being an exceptional employer, offering a dynamic work environment where ambition and collaboration thrive. Our employees benefit from competitive salaries, uncapped commissions, and comprehensive training from industry veterans, ensuring that every team member has the opportunity to grow and succeed in their career. Located in a fast-paced financial hub, we provide a supportive culture that values merit-based progression and fosters meaningful relationships with clients.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager (FX Sales)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ballinger Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager (FX Sales)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ballinger Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ballinger Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ballinger Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ballinger Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ballinger Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ballinger Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
