Portfolio Manager (Corporate FX Sales)

Overview
Our client is reimagining corporate treasury by combining deep banking expertise, powerful technology, and a consultative approach. As a Portfolio Sales professional in Corporate FX, you’ll originate, grow, and serve a book of UK corporate clients—delivering best-in-class currency risk management, cash management, and commercial finance solutions.What you’ll do
Own and grow a portfolio:
Build long-term relationships with mid-market and large corporates; increase wallet share through disciplined coverage and plans.Originate new business:
Proactively source opportunities via direct outreach, partner channels, private equity coverage, and events; maintain a robust, reportable pipeline.Advise on risk management:
Diagnose FX exposures and design tailored strategies across spot, forwards, swaps, options, and structured solutions.Leverage technology:
Use our proprietary risk-analytics platform to assess tolerance, run stress tests (e.g., macro shocks), benchmark to peers, and produce board-ready reporting.Cross-sell solutions:
Introduce complementary offerings in cash management/yield and commercial finance to improve working capital and returns on cash.Collaborate to win:
Partner with trading/structuring, credit, legal, operations, and compliance to deliver seamless client outcomes.Lead with insight:
Produce market commentary, host webinars/roundtables, and contribute to product ideas and client education.Operate to high standards:
Adhere to KYC/AML, conduct risk, and best-execution requirements within an FCA-regulated environment.What you’ll bring
Proven originator
with a track record in Corporate FX sales (typically 4–8+ years) and consistent revenue growth.Product depth
across spot, forwards, swaps, and structured options, with strong pricing and execution discipline.Data-driven mindset:
Comfortable with analytics, scenario analysis, and turning insights into actionable strategies.Client gravitas:
Clear communicator who simplifies complexity, builds trust at CFO/Treasurer level, and drives outcomes.Commercial drive:
Entrepreneurial, resilient, and accountable; thrives in a fast-moving, performance culture.Regulatory awareness:
Experience operating within FCA standards (SMandCR awareness preferred).Impact + pace:
Nimble, entrepreneurial culture with rapid onboarding and decision-making.Bank-grade precision:
Consultancy-level rigor powered by experienced banking professionals and curated processes.Technology edge:
Proprietary analytics that illuminate risk, validate strategies with peer data, and deliver executive-level reporting.Strength behind you:
Backed by a well-capitalised, investment-grade group with a strong balance sheet.Seniority level
AssociateEmployment type
Full-timeJob function
Sales, Business Development, and FinanceIndustries
Banking, Financial Services, and Investment ..... full job details .....