FX Portfolio Manager

JR United Kingdom; Guildford; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading fintech company is seeking a driven FX Portfolio Manager to lead their FX portfolio and enhance client relationships. This role involves managing a diverse FX portfolio, creating client strategies, and achieving performance goals in a fast-growing environment. The ideal candidate will have a strong background in FX markets and exceptional sales skills, fostering client satisfaction and business growth.

Benefits

Competitive salary with commission

Collaborative and entrepreneurial culture

Continuous professional development

Qualifications

• Proven ability to win and manage client relationships.
• In-depth knowledge of FX market trends.
• Results-focused mindset in a fast-paced environment.

Responsibilities

• Manage and expand an active FX portfolio.
• Prospect new business opportunities with high-net-worth clients.
• Achieve monthly revenue targets and performance KPIs.

Skills

Client relationship management

Sales strategy execution

Numerical and analytical ability

Communication skills

Interpersonal skills

Tools

Microsoft Office

CRM systems

Job description

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Are you seeking a dynamic and fulfilling role where you can truly make an impact? If you're a driven, self-starting professional with an entrepreneurial spirit who excels at nurturing high-value client relationships, my clients wants to connect with you.

My client, a prominent player in the foreign exchange sector, is experiencing rapid growth in the fintech arena and is on the lookout for a seasoned and passionate FX Portfolio Manager to help shape the future of their FX portfolio. As they broaden their international reach and enhance their digital platforms, they need a commercially astute professional to join their results-focused team.

The successful candidate will play a key role in developing and managing a diverse FX portfolio, identifying opportunities to expand into new markets and deliver value-driven payment and currency solutions. My client places a strong emphasis on innovation and client experience—two pillars that set them apart in managing a world-class FX portfolio.

THE ROLE:

• Take full ownership of and expand an active FX portfolio, managing client strategies for currency exchange and international payments while building enduring relationships through outstanding service and tailored support
• Prospect and secure new business opportunities, engaging with high-net-worth individuals, senior executives, and corporate leaders
• Champion and promote usage of the company’s next-generation online FX platform, with a focus on corporate and institutional clients
• Consistently achieve and surpass monthly revenue targets and performance KPIs, providing timely progress updates to senior leadership
• Work closely with internal teams to ensure smooth coordination and flawless delivery of client-focused solutions
• Contribute proactively with strategic insights and fresh ideas to help accelerate the company's growth and market reach

IDEAL FIT

Ideally looking for a driven and experienced FX Sales professional ideally with an established network of corporate clients, although this is not mandatory. You’ll have a strong grasp of the foreign exchange sector and a proven ability to win and manage client relationships.

• In-depth knowledge of FX market trends and analytics
• Demonstrated ability to meet and exceed financial and performance goals
• Skilled in designing and executing sales strategies aligned with both client needs and market dynamics
• Capable of building and managing a solid client pipeline
• Excellent numerical and analytical ability
• Confident communicator with exceptional presentation skills, comfortable engaging senior stakeholders
• Strong interpersonal and client-service orientation
• Proficient in Microsoft Office and CRM systems
• Results-focused mindset with the resilience to thrive in a fast-paced environment and manage competing priorities

WHAT THEY OFFER

• Competitive salary package with performance-based commission and annual bonus
• A chance to be part of a fast-scaling, innovative business within the evolving fintech and FX portfolio landscape
• A collaborative, entrepreneurial culture where ownership and accountability are valued
• Continuous professional development with clear paths for career progression