Relationship Manager

2 days ago


Inverkeithing, United Kingdom Aimee Willow Connex Ltd Full time

Relationship Manager

Scotland

Office: Dunfernline full-time

The Role:

* Supporting clients during the life of the facility taking ownership and the lead for management of own portfolios.

* Management of the Portfolio Executive to ensure that all day-to-day administrative tasks are dealt with in a timely and efficient manner.

* Nurture and protect clients identified with clear action plans for generating new business and managing risk.

* Work closely with the BD team to successfully onboard clients, assisting with the pay out of facilities with solicitors.

The Responsibilities:

* Ensure that all portfolio reviews are dealt with in a timely manner.

* Use Power BI with action plans to be formalised 3months prior to a facility expiring.

* Take ownership for the collation of client documentation using the Portfolio Executive as support.

* Supporting the client journey liaising with multiple stakeholders both internal & external e.g., solicitors, accountants, introducers etc ü Ensure payments by DD represent >90% of own portfolio.

* Monitoring and management of risk on own portfolio (financial and general compliance).

* Adopt a right first-time approach to data entry and reporting across the core operating systems and the portal.

* Ensure that there is collaboration with the Portfolio.

* Executive in this area.

* Take the lead in monthly portfolio reviews and have ownership of individual portfolios with specific focus around the nurture and protect process.

* Promptly report any red flags or EWI's and use of dynamic risk ratings.

* Ability to capture buildings insurance documents, monitoring expiry dates and engaging clients in renewals on own portfolio.

* Take the lead with the management of the Portfolio Executive.

The Skills:

* Always providing an excellent standard of customer service.

* Maintain our reputation for speed of service whilst delivering excellent customer support.

* Develop and nurture internal & external stakeholder relationships.

* To show awareness of the risks relating to the products and loans on the portfolio.

* Striving for the best in everything you do – for yourself and the business.

* Process improvement suggestion and project participation.

* Team player – working collaboratively across the business


  • Relationship Manager

    11 hours ago


    Inverkeithing, United Kingdom Aimee Willow Connex Ltd Full time

    Relationship ManagerScotlandOffice: Dunfernline full-timeThe Role: * Supporting clients during the life of the facility taking ownership and the lead for management of own portfolios. * Management of the Portfolio Executive to ensure that all day-to-day administrative tasks are dealt with in a timely and efficient manner. * Nurture and protect clients...


  • Inverkeithing, United Kingdom Aimee Willow Connex Ltd Full time

    About the RoleWe are seeking an experienced Relationship Manager to join our team at Aimee Willow Connex Ltd. As a key member of our client services team, you will be responsible for managing client relationships and portfolios, ensuring excellent customer service and driving business growth.Key ResponsibilitiesClient Portfolio Management: Take ownership of...


  • Inverkeithing, United Kingdom Aimee Willow Connex Ltd Full time

    About the RoleWe are seeking an experienced Relationship Manager to join our team at Aimee Willow Connex Ltd. As a key member of our client services team, you will be responsible for managing client relationships and portfolios, ensuring excellent customer service and driving business growth.Key ResponsibilitiesClient Portfolio Management: Take ownership of...


  • Inverkeithing, Fife, United Kingdom Stone Marine Services Full time

    Job DescriptionStone Marine Services is seeking a highly skilled Marine Technical Manager to join our team. As a key member of our operations team, you will be responsible for overseeing the technical aspects of our ship repair services.Key Responsibilities:Manage and coordinate the technical aspects of ship repair projects, ensuring timely and...


  • Inverkeithing, Fife, United Kingdom Stone Marine Services Full time

    Job Summary:Stone Marine Services is seeking a highly experienced Marine Technical Manager to join our team. As a key member of our operations team, you will be responsible for overseeing the technical aspects of our ship repair services. This is a challenging and rewarding role that requires a strong understanding of marine engineering and vessel...


  • Inverkeithing, Fife, United Kingdom Stone Marine Services Full time

    Job Summary:Stone Marine Services is seeking a highly experienced Marine Technical Manager to join our team. As a key member of our operations team, you will be responsible for overseeing the technical aspects of our ship repair operations. This is a challenging and rewarding role that requires a strong understanding of marine engineering principles and...


  • Inverkeithing, Fife, United Kingdom Stone Marine Services Full time

    Job Summary:Stone Marine Services is seeking a highly experienced Marine Technical Manager to join our team. As a key member of our operations team, you will be responsible for overseeing the technical aspects of our ship repair operations. This is a challenging and rewarding role that requires a strong understanding of marine engineering principles and...


  • Inverkeithing, Fife, United Kingdom Home Instead Full time

    Job OverviewAs a Care Coordinator at Home Instead, you will play a pivotal role in ensuring the smooth operation of our care services. Your organizational skills and attention to detail will be essential in managing client care and supporting our dedicated team of professionals.Key Responsibilities:Input and manage new client inquiries within our...


  • Inverkeithing, Fife, United Kingdom Home Instead Full time

    Job Overview Key Responsibilities: Gather information and enter new client inquiries into our database. Schedule care consultations for the Registered Care Manager (RCM). Coordinate all necessary arrangements to initiate new services. Collaborate with the registered care manager to develop effective and efficient schedules, ensuring consistent...

  • Procurement Manager

    2 weeks ago


    Inverkeithing, United Kingdom BAE Systems Full time

    Job Title: Procurement Manager (Renewable Energy) Location: Any Shared Services site can be considered (Preston, Portsmouth, Glascoed, Glasgow, Filton OR Frimley). We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role. Salary: £55,000 + Dependent upon experience...


  • Inverkeithing, United Kingdom Contract Scotland Full time

    Job DescriptionContract Scotland is seeking a highly skilled Development and Proposals Coordinator to join our client at their head office. This role may involve occasional travel to sites.The primary responsibility of this role involves working on bid proposals for various projects, fostering relationships with existing and new clients, and playing a vital...


  • Inverkeithing, United Kingdom Contract Scotland Full time

    Job DescriptionContract Scotland is seeking a highly skilled Development and Proposals Coordinator to join our client at their head office. This role may involve occasional travel to sites.The primary responsibility of this role involves working on bid proposals for various projects, fostering relationships with existing and new clients, and playing a vital...


  • Inverkeithing, United Kingdom Contract Scotland Full time

    Contract Scotland is currently seeking a Development & Proposals Co-Ordinator to join our client at their head office in Inverkeithing - this position may involve occasional travel to sites. The primary responsibility of this role involves working on bid proposals for a variety of projects, fostering relationships with existing and new clients, and playing...

  • Bid Coordinator

    6 days ago


    Inverkeithing, Fife, United Kingdom Pettigrew Recruitment Group Full time

    About the RoleWe are seeking a highly organized and proactive Bid Coordinator to join our team at Pettigrew Recruitment Group. As a Bid Coordinator, you will play a vital role in supporting our commercial department in securing a strong future pipeline of works.Key ResponsibilitiesEstablish Lasting Relationships: Foster strong relationships with current and...

  • Bid Coordinator

    6 days ago


    Inverkeithing, Fife, United Kingdom Pettigrew Recruitment Group Full time

    About the RoleWe are seeking a highly organized and proactive Bid Coordinator to join our team at Pettigrew Recruitment Group. As a Bid Coordinator, you will play a vital role in supporting our commercial department in securing a strong future pipeline of works.Key ResponsibilitiesEstablish Lasting Relationships: Foster strong relationships with current and...


  • Inverkeithing, United Kingdom Contract Scotland Full time

    Contract Scotland is currently seeking a Development & Proposals Co-Ordinator to join our client at their head office in Inverkeithing - this position may involve occasional travel to sites.The primary responsibility of this role involves working on bid proposals for a variety of projects, fostering relationships with existing and new clients, and playing a...


  • Inverkeithing, Fife, United Kingdom First Task Full time

    About UsFirst Task Professional is a dynamic and dedicated Recruitment Consultancy that has rapidly made its mark in the construction recruitment industry.We have established numerous UK-wide Preferred Supplier List (PSL) agreements with top-tier construction firms, civil engineering companies, residential developers, and specialized subcontractors,...


  • Inverkeithing, Fife, United Kingdom Home Instead Full time

    About the RoleWe are seeking a highly skilled and compassionate Senior Care Professional to join our team at Home Instead. As a Senior Care Professional, you will be responsible for delivering high-quality care services to our clients in the West Fife and Kinross area.Key ResponsibilitiesSupport the start of new care packages, ensuring seamless transitions...


  • Inverkeithing, Fife, United Kingdom Home Instead Full time

    About the RoleWe are seeking a highly skilled and compassionate Senior Care Professional to join our team at Home Instead. As a Senior Care Professional, you will be responsible for delivering high-quality care services to our clients in the West Fife and Kinross area.Key ResponsibilitiesSupport the start of new care packages, ensuring seamless transitions...


  • Inverkeithing, Fife, United Kingdom Home Instead Full time

    About the RoleWe are seeking a highly skilled and compassionate Senior Care Professional to join our team at Home Instead. As a Senior Care Professional, you will be responsible for delivering high-quality care services to our clients in the West Fife and Kinross area.Key ResponsibilitiesSupport the start of new care packages, ensuring seamless transitions...