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Portfolio Manager - APAC

XE · 30+ days ago
Negotiable
Full-time
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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 client
  • Maintain 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 tools
  • Work closely with sales/compliance/back-office teams to ensure optimal outcomes are achieved for both the client and business
  • Referring any new business opportunities to the sales team, or larger dealing opportunities to the Corporate FX Dealing team
  • Help support the wider commercial teams in maintaining complete coverage, retaining and growing revenue Xe’s Corporate client base
  • Stay informed about global financial markets, economic events and data releases
  • Maintain client database records in accordance with best KYC practices
  • Adhere to and remain up to date with all Australian and New Zealand regulatory requirements and Xe’s policies and procedures
  • Maintaining 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 field
  • Previous experience in a FX Dealer or Sales role with demonstrated sales tenacity
  • Outstanding client service skills
  • A ‘natural’ when it comes to online services and assisting clients with managing their needs online
  • Interest in and experience monitoring financial markets
  • Excellent verbal communication skills, ability to build strong relationships and communicate effectively
  • System skills (Office Packages, phone systems, deal pricing and execution systems, internal systems)
  • Strong numeric skills
  • Excellent time-management skills to ensure full coverage of client base
  • Results orientated and ability to prioritize tasks in a fast-paced environment
  • Takes ownership and uses initiative to improve business processes and productivity
  • Exceptionally high attention to detail
  • Operates with integrity, professionalism, commercialism, and respect

Benefits

  • Competitive market-based salary
  • Annual Discretionary Bonus
  • Superannuation
  • Healthcare
  • 20 days annual leave increasing with each year of service (capped at 25 days)
  • Paid day off for your Birthday
  • Discounted 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 recruitment@xe.com 

Last updated on May 16, 2024

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About the company

XE
XEXE is a leading currency exchange and money transfer platform that provides real-time exchange rates and easy international payments.

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