Relationship Manager
1 month ago
The Role
The Relationship Manager is responsible for proactively managing client relationships, seeking new opportunities and determining a strategy to effectively manage risk and
maximise our client’s lifecycle.
Relationship Managers are also responsible for managing and supporting the development of Portfolio Executives.
The Responsibilities
- Monitor client’s financial performance to identify opportunities and risk.
- Build your own network of professional advisors and accountants in the midmarket space
- Complete facility reviews, underwriting, risk frameworks and client visits as determined by the client’s status.
- Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
- Develop and maintain your own network of business connections in the local area.
- Raise the profile of and maintain the reputation of the business, whilst demonstrating our values and key behaviours.
- Complete proactive analysis and understanding ofthe client’s business.
- Deliver excellent standards of customer service.
- Prepare clientfiles to support client reviews for increasing, extending or exiting of facilities.
- Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
- Monitor and report on client risk management, escalating concerns as necessary.
- Work collaboratively to improve & maintain operational efficiency.
The Requirements
- You will be required to travel for client visits, attend events and other offices – these may include an overnight stay.
- Relationship Manager experience with the ability to manage credit risk and a diverse portfolio of lending facilities.
- A strong understanding of accounting principles and their practical application.
- Experience of running high value portfolios in the SME and mid-market space, with average client borrowings of >£1 million
- Strong customer service and communication skills.
The Benefits
28 days annual leave, plus bank holidays.
- An employer pension contribution of 10% of your base salary.
- Access to a range of gym & retail discounts and perks.
- Company paid for Private Medical Insurance, Health Cash Plan and Employee
- Assistance Programme.
- Death-in-Service benefit offour times your salary.
- Salary sacrifice scheme to purchase an electric car.
Bonus – dependent on personal performance.
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