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For Companies At a Glance
- Tasks: Manage a portfolio of clients, ensuring excellent service and risk management.
- Company: Join a dynamic team in Manchester focused on invoice discounting and factoring.
- Benefits: Enjoy a fast-paced work environment with opportunities for growth and development.
- Why this job: Be part of a supportive culture that values client relationships and professional development.
- Qualifications: Experience in client management and understanding financial information is essential.
- Other info: Ideal for those studying towards an ABFA qualification or with industry experience.
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).
Client Manager (Commercial) - Manchester employer: Aimee Willow Connex Ltd
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 Invoice Discounting and Factoring industry. Understanding the nuances of this sector 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 with risk management. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and mitigated risks in previous roles. This will showcase your relevant experience and problem-solving skills.
✨Tip Number 4
Stay updated on current trends and regulations in the finance industry, particularly those affecting credit and risk management. This knowledge will help you engage in informed discussions during the interview process.
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 financial information and risk management, and explain how you can contribute to minimising bad debts and maximising client income.
Highlight Relevant Skills: In your application, emphasise your strong customer service focus and your ability to produce high-quality reports. Mention any experience with Microsoft Office and, if applicable, your knowledge of RiskFactor.
Showcase Your Interpersonal Skills: Since the role requires building and maintaining relationships, provide examples of how you've successfully managed client relationships in the past. This could include client visits, annual reviews, or sourcing new business opportunities.
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 position 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
You’ll need to interpret financial information and produce reports, so brush up on your financial analysis skills. Be ready to discuss how you’ve handled financial data in the past and how it influenced your decision-making.
✨Emphasise Your Customer Service Focus
This role requires a strong customer service focus, so think of examples that demonstrate your commitment to excellent service. Discuss how you’ve gone above and beyond for clients and how you ensure their needs are met.
