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For Companies At a Glance
- Tasks: Manage client portfolios and develop FX strategies while building strong relationships.
- Company: Join Worldwide Currencies, a leader in deliverable foreign exchange and fintech innovation.
- Benefits: Enjoy competitive salary, commission, bonuses, and opportunities for career growth.
- Why this job: Be part of a dynamic team driving innovation in the fintech space with a focus on client success.
- Qualifications: Experience in FX market, client management, and strong analytical skills are preferred.
- Other info: Ideal for ambitious individuals looking to thrive in a fast-paced environment.
The predicted salary is between 43200 - 72000 £ per year.
Are you looking for a challenging and rewarding opportunity to showcase your skills? 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. Our mission is to continually explore new products and markets where we can add value for our clients in foreign exchange and global payments. Technology and client service are the differentiators.
KEY RESPONSIBILITIES- Own and grow a portfolio of clients, managing their deliverable FX and global payment strategies while nurturing a long-lasting relationship by providing exceptional service and support.
- 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.
- Meet and exceed monthly quota and targets, including set KPIs and providing regular updates on your progress to senior management.
- Collaborate with internal stakeholders to ensure seamless execution and delivery of client solutions.
- Actively contribute with innovative ideas and initiatives to drive the development of the business.
- We’re seeking a motivated, experienced professional—ideally with an active book of corporate clients, although this is not essential. You should bring a deep understanding of the FX landscape and demonstrate success in client acquisition and relationship management.
- Technical and analytical knowledge of the FX market.
- Proven track record of reaching revenue and performance targets.
- Comfortable developing sales strategies based on market environment and customer requirements.
- Delivering an effective pipeline of clients.
- Strong analytical and numerical skills.
- Strong client-facing and presentation skills; able to confidently engage senior decision-makers.
- Exceptional communication and customer service experience.
- Knowledge of Microsoft Office/CRM.
- A result-driven professional working attitude with the ability to thrive under pressure and manage multiple priorities.
- Competitive base salary + commission structure + annual performance bonus.
- Opportunity to be part of an agile, high-growth business in an evolving fintech landscape.
- Dynamic, collaborative culture focused on ownership, accountability, and meaningful contribution.
- 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 FX Portfolio Manager
✨Tip Number 1
Network actively within the fintech and FX sectors. Attend industry events, webinars, and conferences to meet potential clients and decision-makers. Building relationships in these spaces can give you a significant edge when applying for the Portfolio Manager position.
✨Tip Number 2
Stay updated on the latest trends and developments in the FX market. Being knowledgeable about current events and technological advancements will not only help you in interviews but also demonstrate your passion and commitment to the role.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition and relationship management. Have specific examples ready that showcase your ability to meet targets and develop sales strategies, as this will resonate well with the hiring team.
✨Tip Number 4
Familiarise yourself with Worldwide Currencies Limited's online FX platform. Understanding their products and services will allow you to speak confidently about how you can contribute to their growth and drive adoption among corporate clients.
We think you need these skills to ace FX Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in FX portfolio management and client relationship building. Use specific examples that demonstrate your success in managing portfolios and achieving targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial mindset and ambition. Explain why you are interested in the role at Worldwide Currencies Limited and how your skills align with their mission to innovate in the fintech space.
Highlight Relevant Skills: Emphasise your analytical and numerical skills, as well as your ability to engage with senior decision-makers. Mention any experience you have with CRM systems and Microsoft Office, as these are important for the role.
Showcase Your Achievements: Include quantifiable achievements in your application, such as revenue targets met or exceeded, successful client acquisitions, or innovative ideas that contributed to business growth. This will help demonstrate your capability and results-driven attitude.
How to prepare for a job interview at Worldwide Currencies
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client relationships, especially with high-net-worth individuals and corporate clients. Highlight specific examples where you successfully nurtured these relationships and how it contributed to business growth.
✨Demonstrate Your Knowledge of the FX Market
Brush up on current trends and developments in the foreign exchange landscape. Be ready to discuss how these trends can impact client strategies and how you can leverage them to add value to the company’s offerings.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Prepare scenarios where you had to identify new business opportunities or overcome challenges in client acquisition, and explain your thought process.
✨Exhibit Your Analytical Skills
Since the role requires strong analytical capabilities, be ready to discuss how you analyse market data and client needs to develop effective sales strategies. Provide examples of how your analytical approach has led to successful outcomes in previous roles.
