FX Portfolio Manager

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 40,000 - 60,000; Full time

Job summary

A dynamic company in the fintech sector seeks an FX Portfolio Manager to drive growth and manage high-value client relationships. The role involves expanding an FX portfolio, securing new business opportunities, and achieving revenue targets. Ideal candidates are experienced in Forex, with proven client management capabilities and excellent analytical skills.

Benefits

Competitive salary package with performance-based commission

Career progression opportunities

Collaborative culture

Qualifications

• Experience in FX portfolio management and client relationship building.
• Ability to succeed in a fast-paced environment and manage priorities.
• Demonstrated financial goal achievement.

Responsibilities

• Manage and expand an active FX portfolio with high-net-worth clients.
• Achieve monthly revenue targets and provide updates to leadership.
• Contribute strategic insights to accelerate company growth.

Skills

In-depth knowledge of FX market trends

Excellent numerical ability

Strong interpersonal skills

Confident communicator

Results-focused mindset

Tools

Microsoft Office

CRM systems

Job description

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FX Portfolio Manager, newcastle-upon-tyne, tyne and wear

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Client:

Screen International Group ltd

Location:

newcastle-upon-tyne, tyne and wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Salary Neg Plus high OTE

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