FX Portfolio Manager

Job Title: FX Portfolio Manager

Working with: Sales Director

Location: London E14 (Onsite)

Salary: £55k - £65k basic (dependent on experience) + Bonus

Who are we?

At Fiscal FX, expertise meets excellence in navigating the intricate world of currency risk and foreign exchange solutions. With a profound understanding of the complexities and volatility inherent in currency markets, our dedicated team is committed to empowering businesses and individuals to achieve their goals.

With a rich tapestry of experience spanning over 50 years, we have a team of experts who bring a wealth of knowledge to the table. Whether a large corporation, a small to medium enterprise or a private individual, we pride ourselves on delivering personalised and comprehensive support tailored to our client’s unique requirements.

Here’s the role: -

You are a commercially-focused, results-orientated Dealer, specialised in Deliverable Foreign Exchange (FX). This role is to manage and continue to develop a profitable book of existing clients. You already have extensive experience managing corporate clients, with strong knowledge of the Payments and FX space.

As a Deliverable FX Portfolio Manager, you are highly experienced at influencing and engaging internal and external stakeholders by building effective long term relationships and business coalitions up to C-suite level.

• Proactively manage a book of corporate clients


• Attend regular meetings with clients and prospective clients


• Work with the UK Sales team to on-board prospective clients


• Consistently meet and exceed revenue targets


• Maintain client relationships and retain business through active outbound calls and relevant market updates


• Accurately quote and confirm Spot and Forward FX transactions


• Identify and promote suitable FX hedging strategies to corporate or private clients


• Set and manage client margins effectively


• Perform ongoing portfolio analysis on existing clients to ensure optimal revenue generation


• Adhere to AML/Compliance obligations at all times

This is what we need from you: -

• In-depth understanding of FX markets, dealing strategies, and risk management principles.


• Excellent verbal and written communication skills, with the ability to articulate strategies and market views clearly.


• Always hunting for business


• Experience / Knowledge Previous front office experience in a dealing role


• Knowledge of FX, risk events and prevailing financial market conditions


• Previous experience of working as part of a team


• Bachelor’s degree in Finance, Economics, or a related field. Advanced degrees or professional certifications (e.g., CFA) are a plus - Or relevant industry experience

You’re really good at: -

• Strong decision-making skills with the ability to operate effectively under pressure.


• High level of accuracy and attention to detail in all aspects of trading and reporting.


• Collaborative attitude with the ability to work effectively in a team-oriented environment.


• Ability to adapt to changing market conditions and adjust strategies accordingly.


• Unwavering commitment to ethical conduct and adherence to compliance standards.

You pride yourself on: -

• Being proactive in your approach


• Strong Influence & Persuasive skills


• Results Orientation


• Collaboration & Teamwork


• Technical and Professional Expertise


• Ability to provide a professional and confidential service

Would be great if you can: -

• Mentor and support junior colleagues


• Demonstrate a positive and approachable personality


• Communicate openly with the Directors and company Founders

This is what we offer in return: -

• Competitive salary with OTE potential


• Training, coaching and support from FX industry experts


• Hands on guidance from supportive CEO 


• Huge potential for growth, learning and promotions


• Higher earning capabilities and discretionary bonus scheme


• Team events and social activities 


• Prime office location with excellent transport links


• Free on-site gym with fitness classes


• Supportive, friendly and inclusive team 


• Company pension 


• 30 days annual leave (including Bank Holidays)