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- Tasks: Manage client relationships and structure lending transactions in a dynamic environment.
- Company: Join a leading finance company with a focus on innovation and collaboration.
- Benefits: Competitive salary with OTE, hybrid working, and opportunities for professional growth.
- Other info: Exciting role with potential for career advancement and skill development.
- Why this job: Make a real impact by helping clients secure financing and building strong partnerships.
- Qualifications: 2+ years in banking or brokerage, excellent customer service, and strong organisational skills.
The predicted salary is between 35000 - 40000 £ per year.
The Relationship Manager will be acting as a point of contact for our appointed representative network, dealing with enquiries and packaging and structuring opportunities to present to our lender panel. From obtaining approval, the Relationship Manager will be responsible for managing the deal through to drawdown, liaising with the client, the AR and the lender.
Responsibilities:
- Structuring and executing lending transactions for asset finance, property finance and unsecured loan business
- Answering general enquiries from our appointed representative network
- Regular dialogue with lender panel to develop and cultivate relationships
- Regular internal meetings to refine and enhance product knowledge
- Managing own pipeline of enquiry and lending cases
- Attending internal operational forums
- Support the network through upskilling of the introducers on deal structuring
- Sourcing direct deals to be worked in-house
Requirements:
- A minimum of 2 years experience working in a banking or brokerage environment
- Credit Analysis skills
- Excellent customer service skills
- Previous experience of managing a client portfolio
- Experience of using a CRM system to manage a deal pipeline
- Strong organisational skills
- Working knowledge of the unsecured loan market (for ltd companies)
- Ability to work to targets
- Ability to work under pressure
Desirable:
- Existing network of 3rd party introducers / suppliers
- Demonstrable experience of utilising a network to create and manage a commercial finance deal pipeline
Relationship Manager in Leeds employer: Aimee Willow Connex Ltd
Contact Detail:
Aimee Willow Connex Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Relationship Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your credit analysis skills and customer service experience. Use real examples from your past roles to demonstrate how you’ve successfully managed client portfolios and structured deals.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire and express your interest in working with them. You never know when an opportunity might arise, and showing initiative can really set you apart from other candidates.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly can sometimes give you an edge over other applicants. So, what are you waiting for? Get your application in!
We think you need these skills to ace Relationship Manager in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Relationship Manager role. Highlight your experience in banking or brokerage, and showcase your credit analysis skills. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your customer service skills and any experience managing a client portfolio. Let us know how you can contribute to our team!
Showcase Your Organisational Skills: As a Relationship Manager, you'll need strong organisational skills. In your application, give examples of how you've managed your own pipeline of enquiries and lending cases in the past. We love seeing real-life examples!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to see what you bring to the table!
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of asset finance, property finance, and unsecured loans. Familiarise yourself with the latest trends in the market and be ready to discuss how you can leverage your experience to manage a client portfolio effectively.
✨Showcase Your Relationship Skills
As a Relationship Manager, your ability to cultivate relationships is key. Prepare examples of how you've successfully built rapport with clients or lenders in the past. Highlight any existing networks you have that could benefit the company.
✨Demonstrate Organisational Prowess
Be ready to talk about how you manage your pipeline of enquiries and lending cases. Use specific examples to illustrate your organisational skills and how you prioritise tasks under pressure. This will show that you can handle the demands of the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to deal structuring and how they support their appointed representatives. This not only shows your interest but also gives you a chance to demonstrate your understanding of the role and the industry.