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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, client management, and a proven track record in sales 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.
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 actively within the fintech and foreign exchange 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 the latest trends and technologies in the FX market. Being knowledgeable about new platforms and tools will not only help you in interviews but also demonstrate your commitment to staying ahead in the industry.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition and relationship management. Have specific examples ready that showcase how you've met or exceeded targets, as this will resonate well with the hiring team at Worldwide Currencies.
✨Tip Number 4
Practice your presentation skills, especially when it comes to engaging senior decision-makers. Role-play scenarios where you pitch ideas or solutions, as strong communication is key for the Portfolio Manager 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 achieved sales targets, as these are key aspects of the job.
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 in the past.
Highlight Relevant Skills: In your application, clearly outline your technical and analytical knowledge of the FX market. Include any experience with sales strategies and client acquisition, as these are crucial for the role.
Showcase Your Communication Skills: Since the role requires strong client-facing and presentation skills, consider including a section in your application that demonstrates your exceptional communication abilities. This could be through examples of successful presentations or client interactions.
How to prepare for a job interview at Worldwide Currencies
✨Understand the FX Landscape
Before the interview, make sure to brush up on your knowledge of the foreign exchange market. Be prepared to discuss current trends, challenges, and opportunities in FX, as this will demonstrate your expertise and passion for the industry.
✨Showcase Your Client Management Skills
Be ready to share specific examples of how you've successfully managed client relationships in the past. Highlight your ability to nurture long-lasting connections and provide exceptional service, as this is crucial for the Portfolio Manager role.
✨Prepare for Sales Strategy Questions
Expect questions about how you would develop sales strategies based on market conditions and customer needs. Think of innovative ideas you could bring to the table that align with the company's mission to explore new products and markets.
✨Demonstrate Your Analytical Skills
Since strong analytical and numerical skills are essential for this position, be prepared to discuss how you've used these skills in previous roles. You might even want to bring along examples of reports or analyses you've conducted to showcase your capabilities.
