Portfolio Manager

vor 4 Monaten


Haymarket, Österreich eFinancialCareers Ltd. Vollzeit
At Xe, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile app and by phone. Last year, we helped over 300 million people access information about the currencies that matter to them and over 225,000 people used us to send money overseas.

We are proud to be part of Euronet Worldwide (Nasdaq: EEFT), a global leader in processing secure electronic financial transactions. Under their Money Transfer division, Xe and Ria Money Transfer have been brought together to help establish the third largest money transfer business in the world.

Reporting to the Head of Digital SME (APAC), Xe's Portfolio Managers are responsible for managing Xe's portfolio of small to medium sized business clients that utilize Xe's online services.

Our principles

AMBITION

- We dream big, try things out and always ask "why not?" and "what if?" We're ambitious in our thinking and our delivery

RESPONSIBILITY

- We get involved, bring our perspective and are always open to new ideas. We take personal responsibility

COMMUNITY

- We value a sense of belonging, trusting each other and encouraging authenticity. We contribute to our community

What you'll do;Manage a portfolio of small to medium sized business clients , taking ownership of the relationships and ensuring that Xe wins as much of the transactional business as possible from each clientMaintain existing and build new client relationships

through, ensuring excellent customer service and assisting with achieving their FX objectivesthrough Xe's suite of products, services and online toolsWork closely with sales/compliance/back-office teams

to ensure optimal outcomes are achieved for both the client and businessReferring any new business opportunities to the sales team , or larger dealing opportunities to the Corporate FX Dealing teamHelp support the wider commercial teams

in maintaining complete coverage, retaining and growing revenue Xe's Corporate client baseStay informed about global financial markets , economic events and data releasesMaintain client database records

in accordance with best KYC practicesAdhere to and remain up to date with all Australian and New Zealand regulatory requirements

and Xe's policies and proceduresMaintaining your Continuing Professional Development (CPD) hours and RG146 Accreditation as required .Participating in Xe training sessions , meetings, campaigns, and events as required

Requirements

Who you are;Bachelor's or Master's degree

in finance, Economics, Business, or a related fieldPrevious experience in

a FX Dealer or Sales role with demonstrated sales tenacityOutstanding client service skillsA 'natural'

when it comes to online services and assisting clients with managing their needs onlineInterest

in and experience monitoring financial marketsExcellent verbal communication skills , ability to build strong relationships and communicate effectivelySystem skills

(Office Packages, phone systems, deal pricing and execution systems, internal systems)Strong numeric skillsExcellent time-management skills

to ensure full coverage of client baseResults orientated

and ability to prioritize tasks in a fast-paced environmentTakes ownership

and uses initiative to improve business processes and productivityExceptionally high attention to detailOperates with integrity , professionalism, commercialism, and respect

BenefitsCompetitive market-based salaryAnnual Discretionary BonusSuperannuationHealthcare20 days annual leave increasing with each year of service (capped at 25 days)Paid day off for your BirthdayDiscounted Euronet Employee Share Purchase Plan (ESPP)Plumm Mental Health and Wellbeing

We want Xe to be a great place to work and to ensure that our communities are represented across our workforce. A vital part of this is ensuring we are a truly inclusive organisation that encourages diversity in all respects.

At Xe we are committed to making our recruitment practices barrier-free and as accessible as possible for everyone. This includes making adjustments or changes for disabled people, neurodiverse people or people with long-term health conditions. If you would like us to do anything differently during the application, interview or assessment process, including providing information in an alternative format, please contact us on your career

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