At a Glance
- Tasks: Manage client relationships and structure lending transactions in a dynamic environment.
- Company: Join a forward-thinking finance company with a hybrid working model.
- Benefits: Competitive salary with OTE, flexible working, and opportunities for professional growth.
- Other info: Exciting opportunity to develop your career in a supportive and collaborative team.
- Why this job: Make a real impact by helping clients secure financing and building valuable relationships.
- Qualifications: 2+ years in banking or brokerage, strong customer service, and 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 include:
- 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
As a Relationship Manager at our Leeds - Garforth location, you will thrive in a dynamic hybrid working environment that fosters collaboration and innovation. We prioritise employee growth through continuous training and development opportunities, ensuring you are well-equipped to excel in your role while enjoying a supportive work culture that values teamwork and open communication. With competitive compensation and the chance to build meaningful relationships within the finance sector, we offer a rewarding career path for those looking to make a significant impact.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and brokerage world. Attend industry events or join online forums to meet potential employers and get your name out there.
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your experience in credit analysis and client management. Use real examples to demonstrate how you've successfully structured deals in the past.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to relationship management and deal structuring. We can help you with mock interviews to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
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 relevant experience managing client portfolios. Let us know how you can contribute to our team!
Showcase Your Organisational Skills:As a Relationship Manager, you'll need to juggle multiple enquiries and lending cases. In your application, give examples of how you've successfully managed your workload in the past. We love seeing strong organisational skills in action!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Aimee Willow Connex
✨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 and maintained relationships in previous roles. Think about specific instances where your communication skills made a difference.
✨Demonstrate Organisational Prowess
Be ready to talk about how you manage your pipeline of enquiries and lending cases. Use real-life 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 their lender panel. This not only shows your interest in the role but also gives you a chance to demonstrate your understanding of the industry and how you can contribute.
