Relationship manager (portfolio management)
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Job Location:
Yearly Salary:
Posted on:
25 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Job Title: Relationship Manager (Portfolio Management)
Salary: Up to 50k car allowance
Location: Bristol34 days a week in the office.
the UK and has developed expertise across various industry sectors. With a strong ethos of nurturing clients and providing tailored factoring solutions they are gaining significant market share from traditional banks and factoring providers. You will manage a portfolio of clients and report to the COO.
Responsibilities:
- Manage and grow client relationships in line with credit and risk policies.
- Provide proactive high-quality client solutions.
- Mentor Account Executives and review portfolio performance.
- Conduct regular credit reviews and support monthly portfolio meetings.
- Handle payment requests overpayments and risk escalations.
- Support revenue retention and business development.
- Underwrite new deals within authority levels and SLAs.
Requirements:
- Experience in Invoice Discounting or Factoring.
- Strong credit and risk management skills.
- Proven success in portfolio management and client relationships.
- Independent proactive and highly organised.
- Excellent communication and team leadership skills.
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Required Experience:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
