Portfolio Relationship Manager
Portfolio Relationship Manager

Portfolio Relationship Manager

Milton Keynes Full-Time 28800 - 43200 £ / year (est.) No home office possible
A

At a Glance

  • Tasks: Manage relationships with SMEs, helping them achieve their business goals through Allica's banking products.
  • Company: Allica Bank is the UK's fastest-growing fintech, dedicated to supporting established SMEs.
  • Benefits: Enjoy flexible working, private health cover, and a supportive environment for personal development.
  • Why this job: Join a dynamic team focused on making a real impact in the SME sector.
  • Qualifications: Passion for supporting SMEs, strong relationship-building skills, and a proactive attitude are essential.
  • Other info: Diversity is celebrated here; bring your unique self to work!

The predicted salary is between 28800 - 43200 £ per year.

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Building a bank at Allica and your career

Allica is the UK’s fastest growing company – and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities – representing over a third of our economy – yet have been largely neglected both by traditional high street banks and modern fintech providers.

Purpose Of Role

Reporting to the Senior Central Relationship Manager, you will be responsible for developing and nurturing relationships with a portfolio of remotely managed SMEs onboarded through our client acquisition outreach activity.

As a bank built solely to support the needs of established SMEs, we are committed to helping businesses achieve their ambitions through our range of growing banking products and solutions. Your role will be to be the relationship contact point for these businesses, seeking to understand their goals whilst exploring ways we can support them to fulfil their business ambitions

As our Relationship Teams continue to grow this has led to us launching this newly formed role as we look to continue on our journey to become the UK’s most recommended bank for established SME’s

First and foremost, this is a relationship driven role, and so we are seeking candidates comfortable to engage and build rapport with business owners, passionate and curious to understand their business plans and ambitions and how Allica can support their aspirations.

Principal Accountabilities

  • Successfully remote relationship managing a portfolio of established SME businesses, Helping them to make the most of the ever growing Allica product offering including current accounts, deposit products and lending solutions.
  • Working with your clients to understand how we can develop our offering to better support them, and in turn engaging with internal teams to help bring this to life. Allica is a place to make change, so we are keen to speak to people who embrace this opportunity.
  • Communicating and tracking key objectives within your portfolio to ensure high levels of service and customer outcomes.
  • Actively managing your own objectives and personal development plan,
  • You will be able to evidence the ability to work independently when supporting established SMEs with their requirements.
  • Working closely and collaboratively with varying teams across Allica Bank to ensure a seamless and professional service is always provided.
  • Complying with all mandatory policies, and adhering to operational procedures.

Personal Attributes & Experience

  • A deep passion for supporting and helping established SME’s to grow and achieve their ambitions.
  • A self starter, organised and able to be flexible in a fast paced environment.
  • A capable relationship builder, with a history of working with established SMEs.
  • You can demonstrate a strong understanding of SME banking.
  • The ability to deliver against challenging personal goals whilst also supporting a team to do the same.
  • A background in generating and unlocking new opportunities from an existing portfolio of clients as well as attracting new clients to the bank.

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

  • Full onboarding support and continued development opportunities
  • Options for flexible working
  • Pension contributions
  • Discretionary bonus scheme
  • Private health cover
  • Life assurance
  • Family friendly policies including enhanced Maternity & Paternity leave

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

We know the ā€˜9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Sales, Business Development, and General Business

  • Industries

    Financial Services and Banking

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Portfolio Relationship Manager employer: Allica Bank

At Allica Bank, we pride ourselves on being the UK's fastest-growing fintech firm, dedicated to empowering established SMEs with tailored banking solutions. Our vibrant work culture fosters collaboration and innovation, offering employees flexible working options, comprehensive onboarding support, and a commitment to personal development. Join us in making a meaningful impact in the community while enjoying competitive benefits like private health cover and enhanced family leave policies.
A

Contact Detail:

Allica Bank Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Relationship Manager

✨Tip Number 1

Familiarise yourself with Allica Bank's mission and values. Understanding their commitment to supporting established SMEs will help you align your approach when discussing how you can contribute to their goals during interviews.

✨Tip Number 2

Network with current or former employees of Allica Bank on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Portfolio Relationship Manager role.

✨Tip Number 3

Prepare specific examples from your past experiences that demonstrate your ability to build relationships with SMEs. Highlight instances where you've successfully supported businesses in achieving their goals, as this will resonate well with the role's requirements.

✨Tip Number 4

Stay updated on the latest trends in SME banking and fintech. Being knowledgeable about industry developments will not only impress your interviewers but also show your genuine interest in helping SMEs thrive through innovative banking solutions.

We think you need these skills to ace Portfolio Relationship Manager

Relationship Management
Client Engagement
Understanding of SME Banking
Communication Skills
Problem-Solving Skills
Organisational Skills
Flexibility and Adaptability
Sales and Business Development
Goal-Oriented Mindset
Collaboration and Teamwork
Customer Service Excellence
Analytical Skills
Networking Skills
Self-Motivation

Some tips for your application 🫔

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Portfolio Relationship Manager at Allica Bank. Highlight your experience in relationship management and how it aligns with their focus on supporting established SMEs.

Tailor Your CV: Customise your CV to reflect the skills and experiences that are most relevant to the job description. Emphasise your ability to build relationships, manage portfolios, and support business growth, as these are key aspects of the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping SMEs and your understanding of the banking sector. Use specific examples from your past experiences to demonstrate how you can contribute to Allica Bank's mission.

Showcase Your Soft Skills: In your application, highlight your interpersonal skills, adaptability, and organisational abilities. Allica Bank values candidates who can engage effectively with clients and work collaboratively across teams.

How to prepare for a job interview at Allica Bank

✨Understand the SME Landscape

Before your interview, make sure you have a solid understanding of the SME sector in the UK. Research common challenges SMEs face and how Allica Bank's products can address these issues. This will show your genuine interest in the role and the company.

✨Showcase Your Relationship-Building Skills

Since this role is heavily focused on relationship management, prepare examples from your past experiences where you've successfully built rapport with clients. Highlight your ability to listen, understand their needs, and provide tailored solutions.

✨Demonstrate Flexibility and Adaptability

Allica Bank values flexibility in a fast-paced environment. Be ready to discuss times when you've had to adapt quickly to changing circumstances or client needs. This will illustrate your ability to thrive in a dynamic setting.

✨Prepare Questions for Your Interviewers

Having thoughtful questions prepared shows your enthusiasm for the role and the company. Ask about the team dynamics, the bank's future plans for supporting SMEs, or how success is measured in this position. This will also help you assess if the role is the right fit for you.

Portfolio Relationship Manager
Allica Bank
A
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