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For Companies At a Glance
- Tasks: Manage a portfolio of Invoice Discounting and Factoring clients in a dynamic environment.
- Company: Join a leading financial services firm focused on client success and risk management.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive team culture.
- Why this job: Make an impact by building relationships and maximising client satisfaction while managing risks.
- Qualifications: Experience in client management and understanding financial information is essential.
- Other info: Ideal for those pursuing a career in finance with opportunities for growth.
The predicted salary is between 36000 - 60000 £ per year.
Working in a fast-paced environment, responsible for managing a portfolio of Invoice Discounting and Factoring clients with funds in use of up to £1m in the Manchester Commercial Team. Ensure delivery of excellent customer service whilst maintaining a strong focus on risk management to preserve low bad debts and maximise client life and income. Strong interpersonal skills, building and maintaining relationships within the company and with our wider network of working partners. Responsible for producing annual reviews and ad hoc reports to a high standard and in line with the company's Credit Policy.
Key Responsibilities
- Manage and control a portfolio of 40-50 factoring and invoice discounting clients with funds using up to £3,000,000.
- Minimise the risk of loss by using risk management tools and implementing risk management procedures.
- Maintain an understanding of the value of additional security in place per client.
- Maximise client life by ensuring delivery of excellent service and implement additional services where appropriate.
- Maximise income by ensuring the correct fee rates are maintained and by ensuring additional fees are charged where appropriate.
- Obtain and review financial information from clients.
- Undertake annual client reviews and ad hoc reviews where facility changes are required.
- Undertake client visits as required.
- Source new business opportunities for the company from existing client base.
- Take on new clients as required.
- Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
Standard of performance
- Maintain bad debt write-offs to within the annual budget.
- Ongoing management of collateral performance.
- Good working knowledge and maintenance of Risk Factor covenants.
- Ensure risk-reducing actions are prioritised and completed, and risk issues are promptly reported.
- Respond to client audits promptly and act on recommendations.
- Establish and maintain effective relationships with clients.
- Achieve additional income levels as per annual budget.
- Source new business referrals from existing clients.
- Source asset finance opportunities from existing clients.
- Ensure client relationships are profitable.
- Complete annual reviews and client amendment requests to a high quality in a timely manner and within 10% of portfolio number.
- Document issues discussed and agreed at client visits.
- Ensure prompt and accurate completion of all month end reporting.
Risk and Compliance
- Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
Skills and Experience
Essential
- Industry specific experience including exposure to credit & risk.
- Client Management experience.
- Competent in understanding and interpreting financial information.
- Report writing and ability to meet deadlines.
- Strong customer service focus.
- Knowledge of Microsoft Office.
Desirable
- Knowledge of using RiskFactor.
Education
Desirable
- ABFA qualification to at least certificate level (or studying towards this qualification).
Contact Detail:
Aimee Willow Connex Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager (Commercial) - Manchester
✨Tip Number 1
Familiarise yourself with the specific financial products you'll be managing, such as invoice discounting and factoring. Understanding these concepts will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the finance and client management sectors, especially those who have experience in risk management. This can provide you with valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Brush up on your report writing skills, as producing high-quality reports is a key responsibility of this role. Consider creating sample reports based on hypothetical scenarios to showcase your ability during discussions.
✨Tip Number 4
Demonstrate your customer service focus by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss how you handled challenges and maintained client satisfaction.
We think you need these skills to ace Client Manager (Commercial) - Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client management, credit, and risk. Use specific examples that demonstrate your ability to manage portfolios and maintain strong client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with invoice discounting and factoring, and how you can contribute to minimising risks and maximising client satisfaction.
Highlight Relevant Skills: Emphasise your skills in report writing, financial analysis, and customer service. Provide examples of how you've successfully managed client portfolios and adhered to compliance standards in previous roles.
Showcase Your Interpersonal Skills: Since the role requires strong interpersonal skills, include examples of how you've built and maintained relationships with clients and colleagues. This will demonstrate your ability to thrive in a fast-paced environment.
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Showcase Your Client Management Skills
Be prepared to discuss your previous experience in managing client portfolios. Highlight specific examples where you successfully maintained relationships and maximised client satisfaction, as this role heavily relies on strong interpersonal skills.
✨Demonstrate Risk Management Knowledge
Since the role involves minimising risk and managing bad debts, be ready to explain your understanding of risk management tools and procedures. Share any relevant experiences where you effectively mitigated risks in past roles.
✨Prepare for Financial Discussions
As the position requires interpreting financial information, brush up on your financial analysis skills. Be ready to discuss how you've used financial data to make informed decisions or recommendations in previous roles.
✨Emphasise Your Customer Service Focus
This role demands a strong customer service orientation. Prepare examples that illustrate how you've gone above and beyond for clients, ensuring their needs are met while also achieving business objectives.
