Portfolio Executive

4 weeks ago


Cardiff, United Kingdom Development Bank of Wales Full time

We now have an exciting opportunity for a Portfolio Executive (Micro Loans) to join us to have overall management of the Development Bank of Wales’ portfolio investments made by the Micro Loan Fund Team.

Through proactive monitoring of portfolio loan investments, you will seek to minimise the risk of financial loss and maximise the profit from DBW Group investments.

With excellent communication skills you will build close working relationships internally and with external business introducers and service providers to increase their market knowledge and ability to provide added value to portfolio clients. You will ensure a comprehensive understanding of the post holder’s portfolio is maintained through routine monitoring and contact and where investments have been identified as either being at risk or having significant growth potential, make suitable cross references to the most appropriate portfolio team or external providers.

A relevant professional qualification or relevant industry experience in banking or accountancy is essential and you will have the ability to prioritise and organise work under pressure, meeting set targets. A full driving license is also required.



  • Cardiff, United Kingdom Bank of Wales Full time

    **Portfolio Development Executive** **£Competitive Salary** **Office base: Cardiff, Wrexham or Llanelli** **Permanent** Do you want to work for one of the UK’s biggest investors? We now have an exciting opportunity for a Portfolio Development Executive to join us, covering Wales, to act as the Development Bank manager for a portfolio of equity...

  • Portfolio Executive

    3 weeks ago


    Cardiff, United Kingdom Bank of Wales Full time

    **Portfolio Executive (Micro Loans)** **Cardiff** **£Competitive Salary** We now have an exciting opportunity for a Portfolio Executive (Micro Loans) to join us to have overall management of the Development Bank of Wales’ portfolio investments made by the Micro Loan Fund Team. Through proactive monitoring of portfolio loan investments, you will seek to...

  • Portfolio Executive

    3 days ago


    Cardiff, United Kingdom Bank of Wales Full time

    **Portfolio Executive (Micro Loans)** **Cardiff** **Competitive Salary** **Full Time, Permanent** We now have an exciting opportunity for a Portfolio Executive (Micro Loans) to join us to have overall management of the Development Bank of Wales’ portfolio investments made by the Micro Loan Fund Team. Through proactive monitoring of portfolio loan...

  • Portfolio Executive

    1 week ago


    Cardiff, United Kingdom Development Bank of Wales Full time

    We now have an exciting opportunity for a Portfolio Executive (Micro Loans) to join us to have overall management of the Development Bank of Wales’ portfolio investments made by the Micro Loan Fund Team. Through proactive monitoring of portfolio loan investments, you will seek to minimise the risk of financial loss and maximise the profit from DBW Group...


  • Cardiff, United Kingdom Development Bank of Wales Full time

    We have an excellent opportunity for a finance / banking professional with experience of managing complex loan investments to join our team and lead the Portfolio Executives to develop investment opportunities, whilst minimising risk to the Group Resilient and proactive, you will thrive in a target driven environment and will be results driven to achieve...


  • Cardiff, United Kingdom Development Bank of Wales Full time

    We have an excellent opportunity for a finance / banking professional with experience of managing complex loan investments to join our team and lead the Portfolio Executives to develop investment opportunities, whilst minimising risk to the Group Resilient and proactive, you will thrive in a target driven environment and will be results driven to achieve...


  • Cardiff, Cardiff, United Kingdom Executive Network Group Full time

    A leading Manufacturing business based in Wolverhampton are looking for a Sales Executive who is ideally a German national and actively looking to join a progressive and flourishing business in their market.They are actively looking to explore the German speaking market further and whoever comes into the role will sell into a number of German language...


  • Cardiff, Cardiff, United Kingdom Executive Network Group Full time

    A leading Manufacturing business based in Wolverhampton are looking for a Sales Executive who is ideally a German national and actively looking to join a progressive and flourishing business in their market.They are actively looking to explore the German speaking market further and whoever comes into the role will sell into a number of German language...


  • Cardiff, United Kingdom Development Bank of Wales Full time

    We have an opportunity for an organised and results-focused individual to join our company and be the first point of contact for a portfolio of underperforming micro loan investments. You’ll develop an action plan for the underperforming or ‘at risk’ investments, working closely with internal stakeholders to ensure that we can maximise the returns to...


  • Cardiff, United Kingdom Development Bank of Wales Full time

    We have an opportunity for an organised and results-focused individual to join our company and be the first point of contact for a portfolio of underperforming micro loan investments. You’ll develop an action plan for the underperforming or ‘at risk’ investments, working closely with internal stakeholders to ensure that we can maximise the returns to...


  • Cardiff, United Kingdom Admiral Full time

    **Closing date** **14/09/2023** An exciting opportunity has arisen to join Veygo as a Portfolio Coordinator on a permanent basis. **About Veygo** Veygo is an independent company built and owned by Admiral operating within the Admiral Pioneer business. Admiral Pioneer is a new business within Admiral Group with the objective of seeding, launching, and...


  • Cardiff, United Kingdom Companies House Full time

    **Details**: **Reference number**: - 258040**Salary**: - £64,470 - £72,253- **Job grade**: - Grade 6- Band G**Contract type**: - Permanent**Type of role**: - Project Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 1Contents Location About the job **Benefits**: Things you need to...

  • Portfolio Assistant

    5 days ago


    Cardiff, United Kingdom Tandem Bank Full time

    **Job Title**:Portfolio Assistant **Working Pattern**: Monday to Friday (09:00-17:00) **Salary**: dependent on experience and up to 20% bonus and benefits **Location**: Flexible, we could support fully remote or hybrid working from any of our UK offices in London, Cardiff, Durham, Manchester, or Blackpool **About Tandem** We're Tandem. The UK's fairer,...

  • Lead Executive

    1 week ago


    Cardiff, United Kingdom Cardiff Metropolitan University Full time

    Cardiff Metropolitan University recognises that its locale, connectedness, delivery partnerships and on-campus spaces are key enablers in the delivery of Strategy 2030, in particular in relation to student and staff wellbeing and experience, and the Universitys longstanding commitment to environmental responsibility. The University istherefore seeking a...

  • Sales Executive

    1 week ago


    Cardiff, United Kingdom Hunter Selection Limited Full time

    **Sales Executive** **Cardiff** **20634/400** **£25-35,000** - Develop and manage a strategic account management programme - Maintain and expand relationships with existing customers - Attend customer meetings and deliver sales presentations to high-level executives - Forecast sales to enable operations planning, introduce product innovations and...

  • Sales Executive

    1 month ago


    Cardiff, United Kingdom Hunter Selection Limited Full time

    **Sales Executive** **Cardiff** **20634/400** **£30-35,000** - Develop and manage a strategic account management programme - Maintain and expand relationships with existing customers - Attend customer meetings and deliver sales presentations to high-level executives - Achieve sales targets - Forecast sales to enable operations planning, introduce product...

  • Marketing Executive

    5 days ago


    Cardiff, United Kingdom GRC World Forums Full time

    GRC World Forums is expanding and seeking a driven and talented person to join our marketing team, promoting our portfolio of in-person and online events, exhibitions, webinars and publications. **Responsibilities**: - Social media - planning and executing our social media strategy, monitoring and engaging with followers - Website management - updating,...


  • Cardiff, United Kingdom Companies House Full time

    **Details**: **Reference number**: - 342022**Salary**: - £25,613 - £28,066- - A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Executive Officer- C**Contract type**: - Permanent**Business area**: - CH - Transformation Delivery - Projects, Programmes and Portfolio**Type of role**: - Governance - Project...


  • Cardiff, United Kingdom Bank of Wales Full time

    **Special Situations Executive - Investment Risk** **Cardiff or Wrexham with pan-Wales travel** **£47,500 - £57,500** **Full Time, Permanent** We have an opportunity for a Special Situations Executive to join us to proactively manage a personal portfolio of smaller equity investments which have been identified as being at risk. As the first point of...


  • Cardiff, United Kingdom Field Sales Solutions Full time

    Would you like to join an ambitious fast-growing team? Business Development Executive Field Sales Solutions has an exciting opportunity for you to join them as a Business Development Executive! We are Field Sales Solutions a well-respected and leading field marketing agencywith various accolades, including the 2 times winner of the FMBE Field Marketing...