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Job Description
Job title: Relationship Manager
Salary: up to £50k
Location: once a week in Cardiff
Vargo is working alongside a well-known financial services business to recruit a Relationship Manager for the investment team. The Relationship Manager will oversee a portfolio of approximately 40 business customers with business loans. This role offers a great opportunity for an Accountant or Banker to transition into a commercial role, supporting and growing these businesses. Candidates should be able to interpret Management Accounts and identify future funding opportunities.
Role Overview
* Support and monitor a portfolio of companies.
* Work closely with internal and external stakeholders to support clients.
* Maintain contact with clients, monitor financials, and offer guidance.
* Produce and update monitoring tools and systems.
* Seek further investment opportunities within the portfolio.
* Work within professional and governance frameworks.
* Attend business events and socials to promote the business.
Skills Required
* Experience as an accountant or in commercial lending.
* Strong communication skills.
* Good understanding of business and financial information.
* Driving license.
Additional Details
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Sales and Business Development
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