Portfolio Monitoring Executive
7 days ago
We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit.
You’ll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring regular contact with clients. 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 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. You’ll also take on follow-on lending responsibilities.
We are looking for a self-motivated candidate with well-developed interpersonal and problem-solving ability. You will have experience of working in a relationship management role within a bank or similar financial environment and in particular experience of analysing financial information. You’ll be results focused with the ability to prioritise and organise work under pressure, meeting set targets. A full driving license is also required.
INDMED
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Portfolio Monitoring Executive
3 days ago
Cardiff, United Kingdom Development Bank of Wales Full timePortfolio Monitoring ExecutiveCardiff£Competitive SalaryWe now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit.Youll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring regular contact...
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Portfolio Monitoring Executive
3 days ago
Cardiff, United Kingdom Development Bank of Wales Full timePortfolio Monitoring Executive Cardiff £Competitive Salary We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit. Youll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring...
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Portfolio Monitoring Executive
7 days ago
Cardiff, United Kingdom CV-Library Full timePortfolio Monitoring Executive Cardiff or Llanelli £Competitive Salary We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit. You’ll manage a portfolio of loans, developing a plan of action and maintaining accurate...
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Portfolio Monitoring Executive
3 days ago
Cardiff / Caerdydd, United Kingdom Development Bank of Wales Full timePortfolio Monitoring ExecutiveCardiff£Competitive SalaryWe now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit.Youll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring regular contact...
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Portfolio Monitoring Executive
2 days ago
Cardiff / Caerdydd, United Kingdom Development Bank of Wales Full timePortfolio Monitoring Executive Cardiff £Competitive Salary We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit. Youll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring...
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Portfolio Monitoring Executive
7 days ago
Cardiff, United Kingdom Development Bank of Wales Full timePortfolio Monitoring Executive Cardiff or Llanelli £Competitive Salary We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit. You’ll manage a portfolio of loans, developing a plan of action and maintaining accurate reports,...
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Portfolio Monitoring Executive
5 days ago
Butetown, Cardiff, United Kingdom Development Bank of Wales Full timePortfolio Monitoring Executive Cardiff £Competitive Salary We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit. You’ll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring regular...
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Executive for Portfolio Risk Management
20 hours ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeWe are seeking a Portfolio Executive to proactively monitor portfolio debt investments made by the Development Bank of Wales. The primary objective is to minimize the risk of financial loss and maximize profit. Our mission is to unlock economic potential in Wales by providing sustainable, effective finance. Strong Welsh businesses drive economic growth,...
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Portfolio Development Executive
3 days ago
Cardiff, United Kingdom Development Bank of Wales Full timePortfolio Development Executive Cardiff / Llanelli ( Office Based) £Competitive Salary Do you want to work for one of the UKs 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 investments. Through the provision of...
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Portfolio Strategic Manager
3 days ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timePortfolio Monitoring ExecutiveWe are looking for a skilled Portfolio Monitoring Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit. The ideal candidate will manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring regular contact with...
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Portfolio Monitoring Specialist
2 months ago
Cardiff, Cardiff, United Kingdom Legal & General Group Full timeAbout the RoleWe are seeking a highly skilled Portfolio Monitoring Specialist to join our Private Credit team at Legal & General Group. As a key member of our team, you will be responsible for monitoring and managing the ongoing performance of investments across the Private Credit business, with a principal focus on Corporate & Alternative Debt.Key...
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Portfolio Development Executive
2 weeks ago
Cardiff, United Kingdom Development Bank of Wales Full timeDo 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 investments. Through the provision of general advice and guidance, you will be responsible for driving shareholder value and...
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Risk Management Portfolio Lead
20 hours ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeWe are seeking a highly skilled Portfolio Executive to proactively monitor portfolio debt investments made, minimizing the risk of financial loss and maximizing the profit for Development Bank of Wales.You will be responsible for managing a portfolio of loans, developing a plan of action and maintaining accurate reports to ensure regular contact with...
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Senior Compliance Monitoring Executive
7 days ago
Cardiff, Cardiff, United Kingdom MERJE Full timeJob Title: Senior Compliance Monitoring ExecutiveJob Description:The role of Senior Compliance Monitoring Executive is to play a key part in the delivery of the compliance monitoring plan. The successful candidate will be responsible for conducting monitoring reviews of regulatory subjects, internal departments, and processes to ensure regulations are being...
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Portfolio Support Executive
7 months ago
Cardiff, United Kingdom Development Bank of Wales Full timeWe 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...
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Portfolio Support Executive
7 months ago
Cardiff, United Kingdom Development Bank of Wales Full timeWe 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...
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Senior Compliance Monitoring Executive
4 weeks ago
Cardiff, United Kingdom CV-Library Full timeAdvertising Template Job Title Senior Compliance Monitoring Executive Job Description Role Overview & Purpose Well known financial services business are looking to hire a Senior Compliance Monitoring Executive to join the Compliance Monitoring team with the role holder playing a key role in the delivery of the compliance monitoring plan. The business...
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Senior Compliance Monitoring Executive
4 weeks ago
Cardiff, United Kingdom MERJE Full timeAdvertising TemplateJob TitleSenior Compliance Monitoring ExecutiveJob DescriptionRole Overview & PurposeWell known financial services business are looking to hire a Senior Compliance Monitoring Executive to join the Compliance Monitoring team with the role holder playing a key role in the delivery of the compliance monitoring plan.The business offer a...
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Senior Compliance Monitoring Executive
4 weeks ago
Cardiff, United Kingdom MERJE Ltd Full timeAdvertising Template Job Title Senior Compliance Monitoring Executive Job Description Role Overview & Purpose Well known financial services business are looking to hire a Senior Compliance Monitoring Executive to join the Compliance Monitoring team with the role holder playing a key role in the delivery of the compliance monitoring plan. The business offer a...
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Senior Compliance Monitoring Executive
1 week ago
Cardiff, Cardiff, United Kingdom MERJE Full timeJob SummaryWe are seeking a Senior Compliance Monitoring Executive to join our Compliance Monitoring team. The successful candidate will play a key role in the delivery of the compliance monitoring plan, conducting monitoring reviews of regulatory subjects, internal departments, and processes to ensure regulations are being met and excellent customer service...