Relationship Manager

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 of10% 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.