Portfolio Executive
2 weeks ago
Portfolio Executive
Liverpool / Preston
up to £55K
Our Client specialise in the SME finance sector and are looking to recruit a Portfolio Executive who will assist in the management of the portfolio investments. You will need to build close working relationships internally and with external business introducersand service providers, to increase their market knowledge and ability to provide added value to portfolio clients. A comprehensive understanding of the portfolio will be maintained through routine monitoring and contact.
Experience of working in a Relationship Management role within a bank or similar financial environment and in particular experience of analysing financial information to a high level is essential, along with an awareness of business issues and the SME marketin the North West.
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