Portfolio Manager (FX Sales)

Portfolio Manager (FX Sales)
On-siteSales (Experienced)Full time

Mayfair, England, United Kingdom
OVERVIEW
APPLICATION
Description
[Employer hidden — view at passion-project.co.uk]amp; Co. is an independent provider of foreign exchange risk management and trading services to financial institutions and corporate clients with large and complex FX requirements.

Launched in 2020 by the team behind the UKs largest non-bank Foreign Exchange specialist, [Employer hidden]amp;Co. has quickly become the go-to provider for clients underserved by banks and other FX brokers. We are extremely well funded, growing fast, and have been profitable from the outset.

Whether you are looking to start your career in finance, or have a sales background and are looking to move into financial services, the Portfolio Manager role at [Employer hidden]amp; Co. offers competitive starting salary, a range of benefits, and the opportunity to earn uncapped commissions and progress in the company based entirely upon merit. You will be trained and mentored by the founders of the business who have a collective 75 years working together in FX.



The Role:

As Portfolio Manager, you are the in the front line of our sales team. You will be engaging directly with C-suite executives of our target clients, making initial contact by telephone. Having initially researched the potential client, you will qualify their FX requirements and match with the solutions that [Employer hidden]amp; Co. can provide, whilst building relationship and generating interest.

Our team and management are highly collaborative and supportive, so you will always be accompanied from second call until a client is on-boarded and ready to start trading with dedicated team of traders. You own these clients for the duration of their relationship with us, gradually building a portfolio over time.

Competitive Starting Salary (up to 40k, based on experience), and uncapped commissions. Successful candidates can expect to earn 100k+ once established in the role, normally within 1 year. Career progression to roles with international business travel and significantly higher earning potential are within reach of any successful Portfolio Manager.



Responsibilities

Source new sales opportunities through outbound cold calls, follow-up calls alongside senior management, follow-up email communication, meetings
Understand customer needs and requirements
Route qualified opportunities to the appropriate senior executives for further development and closure
Close sales and achieve statistical targets
Research accounts, identify key players and generate interest
Maintain and expand your database of prospects within your assigned industry / territory
Collaborate with sales managers, risk & compliance departments to on-board clients, build pipeline and close deals


Requirements


The right candidate will be:



confident, ambitious, and highly motivated to succeed
interested in business and markets, and able to demonstrate independent thinking
willing to listen and to learn from our experienced team
a graduate with a BA/BSc (preferred)


If experienced, the candidate will demonstrate

Proven sales experience (can be from a different industry)
Track record of over-achieving quota
Strong phone presence and experience dialling dozens of calls per day
Proficient with corporate productivity and communication tools
Experience working with Salesforce.com or similar CRM
Excellent verbal and written communications skills
Strong listening and presentation skills
Ability to multi-task, prioritise, and manage time effectively


Benefits
Private Healthcare Plan
Pension Plans
Leave Package
Training & Development
Employee Assistance Programme