Relationship Manager

3 weeks ago


Manchester, United Kingdom Aimeewillow Full time

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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