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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 continuous learning.
- Why this job: Be part of a dynamic team driving growth in a fast-paced fintech environment.
- Qualifications: Experience in FX market, client management, and strong analytical skills are preferred.
- Other info: Ideal for ambitious individuals ready to thrive under pressure and make an impact.
The predicted salary is between 43200 - 72000 £ per year.
Do not wait to apply after reading this description; a high application volume is expected for this opportunity. 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.
FX Portfolio Manager employer: Worldwide Currencies
Contact Detail:
Worldwide Currencies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FX Portfolio Manager
✨Tip Number 1
Network strategically 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
Familiarise yourself with Worldwide Currencies Limited's products and services. Understanding their online FX platform and how it benefits corporate clients will allow you to speak confidently about how you can contribute to their growth during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition and relationship management. Have specific examples ready that demonstrate your ability to meet revenue targets and develop sales strategies tailored to client needs.
✨Tip Number 4
Showcase your analytical skills by staying updated on current trends in the FX market. Being able to discuss recent developments and how they impact client strategies will highlight your expertise and commitment to the role.
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 portfolio management and foreign exchange. Emphasise any previous roles where you managed client relationships or developed sales strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial mindset and ability to build high-value relationships. Mention specific examples of how you've successfully engaged with clients or closed new business opportunities.
Highlight Relevant Skills: In your application, clearly outline your technical and analytical knowledge of the FX market. Include any achievements related to meeting revenue targets and managing client portfolios.
Showcase Your Communication Skills: Since the role requires strong client-facing skills, ensure your application reflects your exceptional communication abilities. You might want to include examples of presentations or client interactions that demonstrate your confidence and effectiveness.
How to prepare for a job interview at Worldwide Currencies
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client portfolios, especially in the FX market. Highlight specific examples where you've successfully nurtured relationships and provided exceptional service.
✨Demonstrate Your Analytical Abilities
Since the role requires strong analytical skills, come ready to discuss how you've used data to inform your strategies. Be prepared to share insights on market trends and how they can impact client decisions.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to identify new business opportunities or overcome challenges in client acquisition, and be ready to explain your thought process.
✨Familiarise Yourself with Their Technology
Research Worldwide Currencies Limited's online FX platform and be ready to discuss how you would promote it to potential clients. Showing knowledge of their technology will demonstrate your genuine interest in the role.
