Portfolio Manager (FX Sales)
Ballinger Group Open At a glance
Manager-level Investment & Corporate Development role at Ballinger Group. Mayfair · full-time.
In listing Investment & Corporate Development salary
financeroles summary, based on the employer's posting.
What you'll do
- Research prospective accounts, find the people who make decisions, and create interest through outbound calls and follow-up
- Speak with senior client contacts to uncover their FX needs and connect them with suitable services
- Keep prospects moving through calls, emails and meetings, then meet sales targets and close deals
- Work with sales leaders and risk and compliance teams to onboard clients and build your pipeline
- Look after clients after onboarding and grow your portfolio throughout each relationship
What you bring
- You have a record of selling successfully, including from another industry, and have exceeded sales quotas
- You’re comfortable making dozens of calls each day and communicating clearly by phone and in writing
- You can listen, present, juggle priorities and manage your time effectively
- A BA or BSc is preferred; you can also demonstrate independent thinking and an interest in business and markets
Who this fits
This role suits a motivated, ambitious candidate interested in business and markets, whether you are starting out or bringing sales experience from another field. You’ll work on site in Mayfair and build a client portfolio, with support from senior colleagues through onboarding.
From the employer
Ballinger & 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 UK’s largest non-bank Foreign Exchange specialist, Ballinger &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 Ballinger & 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 Ballinger & 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
Investment & Corporate Development work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Investment & Corporate Development
Find me workBy the team behind financeroles.