The Role
The Relationship Manager is responsible for proactively managing client relationships, seeking new opportunities and determining a strategy to effectively manage risk and
maximise our client’s lifecycle.
Relationship Managers are also responsible for managing and supporting the development of Portfolio Executives.
The Responsibilities
* Monitor client’s financial performance to identify opportunities and risk.
* Build your own network of professional advisors and accountants in the midmarket space
* Complete facility reviews, underwriting, risk frameworks and client visits as determined by the client’s status.
* Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
* Develop and maintain your own network of business connections in the local area.
* Raise the profile of and maintain the reputation of the business, whilst demonstrating our values and key behaviours.
* Complete proactive analysis and understanding ofthe client’s business.
* Deliver excellent standards of customer service.
* Prepare clientfiles to support client reviews for increasing, extending or exiting of facilities.
* Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
* Monitor and report on client risk management, escalating concerns as necessary.
* Work collaboratively to improve & maintain operational efficiency.
The Requirements
* You will be required to travel for client visits, attend events and other offices – these may include an overnight stay.
* Relationship Manager experience with the ability to manage credit risk and a diverse portfolio of lending facilities.
* A strong understanding of accounting principles and their practical application.
* Experience of running high value portfolios in the SME and mid-market space, with average client borrowings of >£1 million
* Strong customer service and communication skills.
The Benefits
28 days annual leave, plus bank holidays.
* An employer pension contribution of 10% of your base salary.
* Access to a range of gym & retail discounts and perks.
* Company paid for Private Medical Insurance, Health Cash Plan and Employee
* Assistance Programme.
* Death-in-Service benefit offour times your salary.
* Salary sacrifice scheme to purchase an electric car.
Bonus – dependent on personal performance.
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