At a Glance
- Tasks: Build and nurture relationships with SMEs, helping them achieve their business goals.
- Company: Join Allica Bank, the UK's fastest-growing fintech, dedicated to supporting established SMEs.
- Benefits: Enjoy flexible working, competitive salary, private health cover, and a supportive culture.
- Other info: Diverse and inclusive environment with excellent career development opportunities.
- Why this job: Make a real impact by empowering local businesses and driving change in the banking sector.
- Qualifications: Passion for SME support, relationship-building skills, and a proactive attitude.
The predicted salary is between 40000 - 50000 £ per year.
About Allica Bank
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.
Role Description
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.
- Being a positive contributor to Allica Banks culture, and always demonstrating our values of Straightforward, Integrity, Collaborative and Delivery.
- 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
- Regular social activities
- 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!
Flexible working
We know the ‘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.
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Portfolio Relationship Manager employer: Allica Bank
Allica Bank is an excellent employer that prioritises the growth and development of its employees, particularly in the role of Strategic Remote SME Portfolio Manager. With a strong focus on nurturing client relationships and providing tailored banking solutions, the company fosters a collaborative work culture that encourages innovation and teamwork. Employees benefit from competitive pension contributions, private health cover, and flexible working options, making it a rewarding place to build a meaningful career in SME banking.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Allica Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Allica Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Allica Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Allica Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Allica Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Allica Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Allica Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
