Relationship Manager
Cardiff, Wales, United Kingdom Full-time Posted 1 day ago
Job Description
Job title: Relationship Manager
Salary: Up to £60k + bonus + benefits
Location: once a week in the office in Cardiff
Vargo is recruiting for a Relationship Manager to support the management of portfolio investments through proactive monitoring of loan facilities and minimising financial risk.
The successful candidate will maintain a strong understanding of portfolio accounts through regular communication and monitoring, escalating higher-risk or high-growth opportunities to the appropriate teams when necessary.
Responsibilities
Job title: Relationship Manager
Salary: Up to £60k + bonus + benefits
Location: once a week in the office in Cardiff
Vargo is recruiting for a Relationship Manager to support the management of portfolio investments through proactive monitoring of loan facilities and minimising financial risk.
The successful candidate will maintain a strong understanding of portfolio accounts through regular communication and monitoring, escalating higher-risk or high-growth opportunities to the appropriate teams when necessary.
Responsibilities
- Monitor and manage a portfolio of loan investments.
- Work with senior team members to implement suitable monitoring and action plans.
- Maintain regular contact with client businesses to understand their financial performance and business activities, including attending meetings where required.
- Prepare and maintain accurate monitoring records and management information.
- Review financial and commercial information to assess portfolio performance and identify potential risks.
- Carry out financial, commercial and management due diligence for follow-on investment opportunities.
- Provide balanced recommendations for additional funding requests where appropriate.
- Identify opportunities to support portfolio clients through referrals to advisers, consultants and business support organisations.
- Promote a professional and positive reputation within the market.
- Deliver a high standard of customer service in all internal and external interactions.
- Ensure compliance with FCA Consumer Duty requirements and support fair outcomes for all customers, including vulnerable customers.
- Undertake additional duties as required.
- Ability to assess investment proposals and produce balanced recommendations.
- Experience within a relationship management role in banking or a similar financial services environment.
- Strong financial analysis skills and experience reviewing financial information to a high standard.
- Relevant professional qualification or industry experience within banking or accountancy.
- Full driving licence.
