Portfolio Manager in finance sector

  • Job Reference: CLR24092019
  • Salary: ££30K - 60K up to OTE 200K
  • Location: London
  • Contact: Greg Haydon on 02031500207 or greg@claretrecruitment.com

Our award- winning financial services firm is looking to hire a Portfolio Manager. We are seeking ambitious individuals who are dedicated to changing their lives over the next few years, by working in a challenging but highly rewarding sales role. This is an opportunity for a self-starter – someone with big ambitions, but also the urgency and resilience to achieve them. Effort and potential are more important to us than experience, so if you’re committed, we’ll take care of the rest. 


Main Tasks:

  • 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 client's businesses and work to explore and uncover key problems and challenges, whilst educating them on how our 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.


Required Skills:

URGENCY - We need you to  have a genuine need or want to succeed and are prepared to commit fully.
COMMUNICATION - Whilst sales experience isn’t a prerequisite, the ability to engage people and communicate effectively is essential. You’ll be working with C-level decision makers, so being able to get your point across concisely, with charisma, credibility and confidence is a must..
HUMILITY - We have a saying - squash the biggest ego in the room. Everyone can learn something from someone and you need to embrace feedback. 
TEAM PLAYER - There is real community here, and having a shared purpose and progressing together on this journey is what we come to work for.
PERSPECTIVE - We look for people who can consider multiple perspectives to get closer to reality. This means avoiding group think and confirmation bias. 
MOMENTUM - We believe that you are accountable for making things happen. If we don’t do it, someone else will, and that’s when we get left behind.
DISCIPLINE - Maintaining discipline is more than just becing effective at your job - it’s making the most out of every aspect of your life. We believe that having the discipline to use your time effectively and do the things that make you feel good is vital to your happiness and success. 


What We Offer: 

  • £30 – £60k base with average OTE of: Y1 £80k, Y2 £130k, Y3 £200k
  • Transparent commission structure, with uncapped and residual commissions received on a pound for pound basis.
  • Legendary corporate trips abroad.
  • Attractive share equity programme for team players that perform.
  • Quarterly team celebrations.
  • Fully inclusive private healthcare covering partners and children - available to all staff from day one of their employment.
  • New office in July 2019 including it’s own gym and bar.


If you believe that this could be the role that you could thrive in. Please contact us!