Portfolio Manager - Greater London - Ballinger Group

    Ballinger Group
    Ballinger Group Greater London

    4 days ago

    Description

    Overview

    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. Ballinger & Co. was launched in 2020 by the team behind the UK's largest non-bank Foreign Exchange specialist. It has quickly become a go-to provider for clients underserved by banks and other FX brokers. The company is well funded, growing fast, and profitable from the outset. Whether you are looking to start your career in finance or have a sales background and want to move into financial services, the Portfolio Manager role offers a competitive starting salary, a range of benefits, and the opportunity to earn uncapped commissions and progress in the company based on merit. You will be trained and mentored by the founders who have a collective 75 years of experience in FX.

    The Role

    As Portfolio Manager, you are on the front line of our sales team. You will engage directly with C-suite executives of our target clients, making initial contact by telephone. After researching the potential client, you will qualify their FX requirements and match them with Ballinger & Co. solutions, while building relationships and generating interest. Our team and management are highly collaborative and supportive, so you will be accompanied from the first contact until a client is onboarded and ready to start trading with a dedicated team of traders. You will own these clients for the duration of their relationship with us, gradually building a portfolio over time.

    Responsibilities

    • Source new sales opportunities through outbound cold calls, follow-up calls with senior management, follow-up email communication, and 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 and risk & compliance teams to onboard 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 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 dialing dozens of calls per day
    • Proficient with corporate productivity and communication tools
    • Experience working with 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

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