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Portfolio Manager

3 months ago

Old Toronto, Canada Orla Rose Associates Full time

Award-winning financial services firm, providing currency risk management solutions to global corporates and institutions.

The Role

A hybrid position of business development and account management, as a Portfolio Manager, you will be responsible for building a portfolio of high value corporate clients from the ground-up.

  • engaging C-suite decision makers of medium to large businesses across an array of sectors.
  • Researching and qualifying potential clients to build a database of leads
  • You will own the telephone – using it to engage and consult with C-level executives of medium-large businesses (£30m - £300m) across a diverse range of sectors. Cold calling will be your primary and preferred method of engaging opportunities.
  • You will learn your clients’ businesses and work to explore and uncover key problems and challenges, whilst educating them on how solutions can solve them.
  • You will work closely with analysts and strategists to build and present valuable risk management solutions to clients - in time learning how to develop these solutions yourself
  • You will develop trusted relationships with your existing portfolio of clients to retain their business and grow your portfolio
  • In time, you will learn how to deal independently for your portfolio of clients on the largest traded market in the world.

What we offer

  • Excellent base salary
  • Transparent commission structure, with uncapped and residual commissions received on a pound for pound basis.
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