High-Growth Corporate Client Manager

2 weeks ago

Melbourne, Victoria, Australia beBeePortfolio Full time $250,000 - $320,000
Senior Portfolio Manager Job

This is a challenging and rewarding opportunity to join our team as a Senior Portfolio Manager. As a key member of our portfolio management team, you will be responsible for managing a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management.

Key Responsibilities:
  • Manage a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management.
  • Collaborate with a large, successful sales team to assist in business origination. Understand clients' business environments, strategies, and industry to provide the best solution for their situation using our large product suite.
  • Know and understand the competition's capabilities and gaps to better position our Banking solutions.
  • Deliver on dealer-specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.
  • Building and maintaining strong client relationships through client meetings, confidently and professionally presenting ideas, proposals, and updates to clients.
Requirements:
  • Strong Financial Services experience in a sales or relationship management role. An established network of contacts is a distinct advantage.
  • Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients
  • Solid understanding of relevant compliance requirements.
  • Academic background in Business or Finance is a plus
  • Exceptional communication skills, able to win commitment and buy-in.
  • Sophisticated technical ability; statistical/fundamental analysis & risk management practices
  • Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition)
  • Skilled negotiator, able to build and leverage relationships at senior levels.
Benefits:
  • Generous commission structure and unlimited earning potential
  • An impressive product suite including Trade Finance with more innovative and cutting edge products.
  • International development opportunities including attending global Dealing Boot Camps.
  • Career development and progression: Some of our most experienced dealers with exceptional FX knowledge move into leadership and coaching positions.
  • Dedicated Mentorship: Learn directly from experienced Dealing Managers who are invested in your success.
  • Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
  • Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.

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