Relationship Manager, Asset Management

1 month ago


Brighton East Sussex, United Kingdom Aimeewillow Full time

A Relationship Manager is the Risk Owner of their assigned portfolio. They are responsible for the relationship management across that portfolio by acting as discussion partner for the director/owner and/or controller of each Client and providing insight and guidance in connection with financial and business issues, striking a careful balance between the commercial interests and risk policy and for cross selling of products and services within the relevant segment. The RM focuses on the long term, pursuing the commercial consolidation and expansion of client relationships while seeking to strike an appropriate balance between the interests of the client.
Relationship management of client facilities including: Bilateral facilities; Syndications (acting either as facility Agent or Participant); Multi-Local; Daily Monitoring of portfolio risk via a number of channels and reporting to Credit Risk where risk issues are identified.
~ Proactive collaboration with Asset Management on both risk and retention issues ensuring good communication channels are maintained.
~ Maintaining and proactively managing client facility plans & proposals for retention and future growth opportunities
~ Maintaining client profitability through active price / fee management.
~ Building relationships both with clients and external advisors (networking) to achieve excellent client satisfaction and improve the Net Promoter Score.

Management and Leadership

Promote a culture of good conduct by demonstrating and communicating the expected levels of behaviour and integrity by encouraging a speak up culture, compliance and completion of all mandatory/regulatory training courses.
Demonstrate and promote the expected levels of behaviour and employee integrity by showing strong adherence to moral and ethical principles and internal rules, policies and procedures.
Assess periodically their overall skill set and identify relevant areas for training and development needs.
Minimum 5-7 years Relationship Management experience within Invoice Finance and/or wider Commercial Lending is essential.
This is an opportunity for an ambitious, career minded commercial financial professional looking to progress their career with a forward thinking international business
To work collaboratively with your colleagues within Sales, Risk and Operations to ensure effective delivery of client service throughout the lifetime of the client.
To develop and maintain the company’s brand and business reputation in the local area.
Strong financial and analytical skills.



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