At a Glance
- Tasks: Manage a portfolio of real estate finance clients and promote additional lending.
- Company: Join a well-established UK bank with a 70-year legacy focused on customer satisfaction.
- Benefits: Enjoy competitive salary, pension, healthcare, life cover, and annual bonuses.
- Why this job: Be part of a growing bank that values your input and offers career development.
- Qualifications: Experience in managing a commercial banking debt portfolio is essential.
- Other info: Flexible hybrid working options available for a better work-life balance.
The predicted salary is between 43200 - 72000 £ per year.
Location: London – flexible / hybrid working
The Bank:
An established, well-funded and capitalised UK Bank with a 70-year track record. From their offices throughout the UK, the Bank’s lending businesses focus on Asset Based Lending, Motor Finance, Retail Finance and Real Estate Finance. Customers are at the heart of everything the Bank does, and people are their biggest investment. A career with this Bank is not just a job; it’s the chance to be part of something bigger and play a role in building the best bank in Britain. The Bank believes in giving their employees autonomy and recognising initiative and exceptional performance through a variety of individual and team awards and incentives.
Summary of Role:
To manage an established portfolio of real estate finance (investment and development) clients typically with debt levels of between £2m and £50m.
Summary of Responsibilities:
- Accountable for the pro-active management of the portfolio post credit sanction, through in-life to close-out/repayment.
- Write and present proposals for additional lending and annual reviews.
- Identifying the clients' needs for additional bank products and lending - and promoting accordingly.
- Collaborate with the wider REF team and other internal business units to deliver great customer outcomes.
Knowledge & Experience Required:
Proven track record of managing a commercial banking debt portfolio and everything that entails, focused on property investment (essential) and property development (ideally, but not essential) transactions.
The Opportunity:
This is an opportunity to join an established, stable and modern bank, who continue to go through UK wide growth and diversification.
Salary & Benefits:
Competitive basic salary, dependent upon experience. Various benefits including pension, annual discretionary bonus, healthcare, life cover and more.
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager – Real Estate Finance
✨Tip Number 1
Network with professionals in the real estate finance sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn about the latest trends. This can help you gain insights into what the bank values in a Portfolio Manager.
✨Tip Number 2
Familiarise yourself with the specific lending products offered by the bank. Understanding their asset-based lending and real estate finance products will allow you to speak confidently about how you can contribute to their portfolio management.
✨Tip Number 3
Prepare to discuss your previous experience managing commercial banking debt portfolios. Be ready to share specific examples of how you've successfully managed client relationships and identified additional lending opportunities.
✨Tip Number 4
Research the bank's recent projects and initiatives in real estate finance. Being knowledgeable about their current focus areas will demonstrate your genuine interest in the role and help you align your skills with their needs.
We think you need these skills to ace Portfolio Manager – Real Estate Finance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing commercial banking debt portfolios, particularly in property investment and development. Use specific examples to demonstrate your achievements and skills relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the bank's values and how your background aligns with their focus on customer-centric service. Mention your proactive approach to portfolio management and your ability to identify client needs.
Highlight Relevant Experience: In your application, emphasise any previous roles where you managed real estate finance clients or similar portfolios. Detail your responsibilities and successes in those positions to illustrate your capability for this role.
Showcase Collaboration Skills: Since the role involves working with various teams, include examples of how you've successfully collaborated with others in past roles. This could be through joint projects or initiatives that led to improved customer outcomes.
How to prepare for a job interview at LinkedIn
✨Know Your Portfolio Management
Make sure you can discuss your experience managing a commercial banking debt portfolio, especially in property investment. Be ready to share specific examples of how you've successfully managed client relationships and navigated challenges.
✨Understand the Bank's Values
Familiarise yourself with the bank's mission and values. They prioritise customer-centric approaches and employee autonomy, so be prepared to explain how your personal values align with theirs and how you can contribute to their vision.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage client needs. Think about past experiences where you identified opportunities for additional lending or resolved client issues effectively.
✨Showcase Your Collaborative Spirit
Collaboration is key in this role. Be ready to discuss how you've worked with cross-functional teams in the past to achieve great customer outcomes. Highlight any specific projects where teamwork led to success.