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An innovative financial services firm is seeking a driven Portfolio Manager to join their dynamic sales team. This role involves building a client portfolio from scratch, engaging with C-level decision-makers, and offering tailored FX hedging solutions to medium and large businesses. The company provides full training and mentorship, making it an excellent opportunity for someone eager to succeed in a rewarding environment. With uncapped commission, equity opportunities, and a supportive team culture, this position is perfect for those looking to make a significant impact while enjoying a balanced work-life experience.
Year 1: £70,000
Year 2: £120,000
Year 3: £180,000+
A financial services firm specialising in FX hedging solutions is looking for a Portfolio Manager to join its sales team. The company works with medium and large businesses, helping them manage currency risk.
The role is a mix of business development and account management. The Portfolio Manager will be responsible for building a client portfolio from scratch, starting with prospecting and engaging C-level decision-makers.
Full training, mentorship, and support will be provided. The right person will be someone with strong communication skills, ambition, and the drive to succeed.
Research and qualify potential clients
Make outbound calls to C-level executives in SMEs (£3m - £30m turnover)
Learn about each clients business and challenges, offering FX solutions that add value
Work closely with analysts and strategists to build risk management solutions
Develop strong relationships with existing clients to grow and retain business
In time, manage trading activity for your own portfolio of clients
This role is suited to someone with the right attitude rather than experience. The ideal candidate will be:
Hardworking & Driven Committed to putting in the effort needed to succeed
Confident Communicator Able to engage senior decision-makers and hold valuable conversations
Curious & Willing to Learn Open to feedback, eager to improve, and always looking to develop
Resilient Sales can be tough, so handling setbacks and staying motivated is key
Team Player Success comes from working together and learning from those around you
Uncapped Commission Earn on every pound your portfolio generates
Equity Opportunities Potential to become a shareholder
Gym Membership & Office Cinema Perks to support work-life balance
Incentive Trips Abroad Rewarding high performance
Regular Team Events A supportive and social working environment