At a Glance
- Tasks: Lead a team to develop mortgage referral channels and manage loan strategies.
- Company: Join a dynamic firm focused on high net worth clients in the financial sector.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Make an impact by working with elite clients and shaping mortgage strategies.
- Qualifications: Must have CeMap certification and experience with high net worth clients.
- Other info: Support the CEO and Board while tracking team performance.
The predicted salary is between 54000 - 84000 £ per year.
Key Responsibilities:
- Lead the team to develop direct intermediary channels for mortgage referrals in alignment with their strategy.
- Collaborate with the Business Development team to manage and refine their strategy and loan book.
- Work closely with Credit Risk to maintain an acceptable risk level in the loan portfolio and foster a strong risk culture.
- Underwrite mortgages per their guidelines to achieve sales targets and provide compliant mortgage advice.
- Actively support the CEO and Board, implementing tools to track team performance against roles.
The clients are High Net Worth (HNW) in value so experience with this type of client and mortgage size is essential. You must have CeMap to apply for this role.
Senior Relationship Manager - eFinancialCareers employer: eFinancialCareers
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Relationship Manager - eFinancialCareers
✨Tip Number 1
Make sure to highlight your experience with High Net Worth clients in your conversations. When networking, share specific examples of how you've successfully managed relationships and closed deals with this demographic.
✨Tip Number 2
Familiarise yourself with the latest trends in mortgage products and regulations, especially those affecting HNW clients. This knowledge will not only impress during interviews but also demonstrate your commitment to staying ahead in the industry.
✨Tip Number 3
Connect with current or former employees of StudySmarter on LinkedIn. Engaging with them can provide you with insider insights about the company culture and expectations for the Senior Relationship Manager role.
✨Tip Number 4
Prepare to discuss your approach to risk management in detail. Given the importance of maintaining an acceptable risk level in the loan portfolio, be ready to share your strategies and experiences in fostering a strong risk culture.
We think you need these skills to ace Senior Relationship Manager - eFinancialCareers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with High Net Worth clients and mortgage products. Use specific examples that demonstrate your success in managing relationships and achieving sales targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company’s strategy. Mention your CeMap qualification and how it equips you to provide compliant mortgage advice.
Highlight Team Leadership Experience: Since the role involves leading a team, emphasise any previous leadership roles you've held. Discuss how you have successfully developed strategies or managed teams in the past.
Showcase Risk Management Skills: Discuss your experience working with Credit Risk and maintaining acceptable risk levels in loan portfolios. Provide examples of how you fostered a strong risk culture in previous roles.
How to prepare for a job interview at eFinancialCareers
✨Showcase Your Experience with High Net Worth Clients
Make sure to highlight your previous experience working with High Net Worth clients during the interview. Discuss specific cases where you successfully managed their mortgage needs, as this will demonstrate your capability to handle the expectations and complexities of this role.
✨Understand the Mortgage Market
Familiarise yourself with current trends in the mortgage market, especially those affecting High Net Worth individuals. Being able to discuss recent developments or changes in regulations will show that you are proactive and knowledgeable, which is crucial for a Senior Relationship Manager.
✨Prepare for Team Collaboration Questions
Since the role involves collaboration with various teams, be ready to answer questions about your experience working in a team environment. Think of examples where you successfully collaborated with business development or credit risk teams to achieve common goals.
✨Demonstrate Your Risk Management Skills
Given the importance of maintaining an acceptable risk level in the loan portfolio, prepare to discuss your approach to risk management. Share examples of how you've previously balanced sales targets with compliance and risk considerations, showcasing your ability to foster a strong risk culture.