At a Glance
- Tasks: Build and manage a portfolio of corporate clients in foreign exchange and international payments.
- Company: Ambitious financial services firm based in Canary Wharf.
- Benefits: Competitive salary, uncapped commission, and genuine career progression.
- Other info: Ongoing training and mentorship from experienced professionals.
- Why this job: Join a high-performance team and make a real impact in corporate finance.
- Qualifications: Sales or relationship management experience; strong communication skills.
Description
We are currently recruiting for a Portfolio Manager to join a growing and ambitious foreign exchange and international payments business based in Canary Wharf.
This is an exceptional opportunity for a driven and commercially minded individual looking to build a long-term career within financial services and corporate sales. Whether you have experience in recruitment, B2B sales, estate agency, brokerage, professional services or another relationship-led environment, this role offers the chance to develop into a trusted adviser to corporate clients whilst earning significant rewards for your success.
As a Portfolio Manager, you will be responsible for developing your own portfolio of corporate clients, identifying new opportunities, building lasting relationships and helping businesses manage international payments and foreign exchange requirements. You'll receive ongoing training, support and mentorship from experienced professionals in a high-performance environment that values ambition, accountability and continuous improvement.
Key Responsibilities:
- Research and identify prospective corporate clients across a range of sectors.
- Build and maintain a pipeline of qualified business opportunities.
- Engage directly with business owners, CFOs and senior decision-makers through proactive business development activity.
- Understand clients' international trading activity, operational challenges and currency exposure.
- Present tailored foreign exchange and international payment solutions to prospective clients.
- Work closely with internal specialists and senior management to develop client solutions.
- Build long-term client relationships and grow your portfolio over time.
- Maintain high standards of professionalism, organisation and communication throughout the sales process.
- Contribute positively to the culture and success of the wider team
Who we are looking for:
- Previous experience within a sales, business development, recruitment, brokerage or relationship management role.
- Strong communication and relationship-building skills.
- Ambitious, driven and motivated by success.
- Comfortable engaging with senior decision-makers.
- Resilient and capable of handling rejection positively.
- A strong work ethic with a desire to learn and continuously improve.
- Professional, disciplined and accountable in your approach.
- Able to work effectively within a high-performance team environment.
- Previous financial services or foreign exchange experience is not essential.
Why you will love working here:
- Competitive basic salary
- Uncapped commission structure
- Genuine long-term career progression opportunities
- Ongoing training, mentorship and professional development
- Exposure to financial markets, international business and corporate finance
- High-performance culture with direct access to senior leadership
- Opportunity to build and develop your own client portfolio from day one
If you have the right attributes, skillset and feel you will be able to add value, then what are you waiting for…hit that apply button to find out more!
Portfolio Manager in London employer: Vero HR
Vero HR is an exceptional employer located in Peterborough, offering a dynamic work culture that prioritises employee well-being and professional growth. With a modern office environment and a comprehensive benefits package, including 25 days of annual leave plus your birthday off, Vero HR fosters a supportive atmosphere where team members can thrive while delivering outstanding client service.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in London
✨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 Vero HR. 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 in London
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 Vero HR.
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 Vero HR'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 Vero HR
✨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 Vero HR.
✨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 Vero HR 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 Vero HR 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.
