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- Tasks: Engage with high-net-worth clients and drive adoption of our online FX platform.
- Company: Join Worldwide Currencies, a leader in deliverable foreign exchange and fintech innovation.
- Benefits: Enjoy a competitive salary, commission structure, and annual performance bonuses.
- Why this job: Be part of a dynamic team in a rapidly growing fintech environment with endless learning opportunities.
- Qualifications: Proven success in client acquisition and relationship management; knowledge of FX landscape required.
- Other info: Ideal for ambitious individuals looking to advance their careers in a high-growth business.
The predicted salary is between 43200 - 72000 £ per year.
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. Technology and client service are the differentiators.
- 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.
- You should bring a deep understanding of the FX landscape and demonstrate success in client acquisition and relationship management.
- Proven track record of reaching revenue and performance targets.
- Knowledge of Microsoft Office/CRM.
- Competitive base salary + commission structure + annual performance bonus.
- Opportunity to be part of an agile, high-growth business in an evolving fintech landscape.
- 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 Portfolio Accounts Manager
✨Tip Number 1
Network strategically within the fintech industry. Attend relevant events, webinars, and conferences where you can meet potential clients and industry leaders. Building relationships with high-net-worth individuals and C-suite decision-makers is crucial for a Portfolio Accounts Manager.
✨Tip Number 2
Familiarise yourself with the latest trends in foreign exchange and fintech. Being knowledgeable about the FX landscape will not only boost your confidence but also help you engage effectively with clients and demonstrate your expertise during discussions.
✨Tip Number 3
Showcase your success stories in client acquisition and relationship management. Prepare specific examples of how you've met or exceeded revenue targets in previous roles, as this will resonate well with the hiring team looking for proven results.
✨Tip Number 4
Be proactive in learning about the company's new online FX platform. Understanding its features and benefits will allow you to promote it effectively to potential clients, demonstrating your commitment to driving adoption and contributing to the company's growth.
We think you need these skills to ace Portfolio Accounts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management and client acquisition. Use specific examples that demonstrate your success in reaching revenue targets and building relationships with high-net-worth individuals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial mindset and enthusiasm for the fintech industry. Mention how your skills align with the company's goals and how you can contribute to their growth.
Highlight Technical Skills: Since the role involves promoting an online FX platform, emphasise your familiarity with technology and any experience you have with CRM systems or Microsoft Office. This will show that you are well-equipped to handle the technical aspects of the job.
Showcase Continuous Learning: Mention any relevant courses, certifications, or training you've undertaken in the fintech space. This demonstrates your commitment to professional development and aligns with the company's focus on continuous learning.
How to prepare for a job interview at Worldwide Currencies
✨Showcase Your Relationship-Building Skills
As a Portfolio Accounts Manager, your ability to build high-value relationships is crucial. Prepare examples of how you've successfully engaged with high-net-worth individuals and corporate clients in the past. Highlight your interpersonal skills and how they contributed to client satisfaction and retention.
✨Demonstrate Your Knowledge of the FX Landscape
Make sure you have a solid understanding of the foreign exchange market. Be ready to discuss current trends, challenges, and opportunities within the FX landscape. This will show your potential employer that you're not just interested in the role, but also knowledgeable about the industry.
✨Prepare for Performance Metrics Discussion
Since the role involves reaching revenue and performance targets, be prepared to discuss your past achievements in this area. Bring specific metrics or examples that demonstrate your success in client acquisition and relationship management, as this will illustrate your capability to meet their expectations.
✨Familiarise Yourself with Their Technology
Research Worldwide Currencies Limited's online FX platform and any other technologies they use. Being able to speak knowledgeably about their tools and how you can leverage them to drive client adoption will set you apart from other candidates and show your proactive approach.
