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For Companies At a Glance
- Tasks: Manage high-value asset-based lending relationships and ensure client satisfaction.
- Company: Join one of the UK's fastest-growing asset-based lending providers.
- Benefits: Excellent salary, additional perks, and a supportive work environment.
- Why this job: Be part of a dynamic team driving growth in a competitive market.
- Qualifications: Experience in asset-based lending and strong financial analysis skills.
- Other info: Opportunity for career advancement in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
An outstanding opportunity has arisen to join one of the UK's fastest growing and well-regarded asset-based lending providers. Reporting to the company's UK head office in Surrey, you will be responsible for the day-to-day management of a small portfolio of high-value asset-based lending relationships with individual facilities typically ranging from £5m to £25m.
Key areas of responsibility will include the following:
- Primary responsibility for the portfolio of clients.
- Balanced client service, retention, income generation, and risk management.
- Identification of business trends and early risk indicators, managing exposure and exit strategies.
- Ensure detailed operational and relationship excellence is adhered to.
- Provide client service support and full transparency on account activity.
- Strong inter-personal skills and a dedication to precision and execution.
The successful candidate will be able to display an in-depth working knowledge of asset-based lending, in addition to advanced deal structuring skills and a high level of financial acumen, which will include the ability to review and analyze complex business proposals and financing requirements relating to large corporate businesses.
You will need to be a self-starter, highly motivated team player, and be able to match the organisation's appetite for growth whilst sharing its risk philosophy in a highly competitive business environment.
In return, the successful candidate will be rewarded with an excellent basic salary plus a range of additional benefits.
Client portfolio director – Surrey employer: Business Money Promotions Ltd
Contact Detail:
Business Money Promotions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client portfolio director – Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset-based lending sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its portfolio. Understand their client base and be ready to discuss how your skills in managing high-value relationships can add value to their team.
✨Tip Number 3
Showcase your financial acumen! Be prepared to discuss complex business proposals and demonstrate your deal structuring skills during interviews. Use real-life examples to illustrate your expertise.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client portfolio director – Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Client Portfolio Director. Highlight your experience in asset-based lending and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past successes in managing client portfolios and how you’ve handled risk management.
Showcase Your Interpersonal Skills: Since strong interpersonal skills are key for this position, make sure to mention any experiences where you've excelled in client relationships. We love to see how you connect with clients and ensure their needs are met!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Don’t miss out on this opportunity!
How to prepare for a job interview at Business Money Promotions Ltd
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand asset-based lending and the specific portfolio management responsibilities. Familiarise yourself with common deal structures and financial metrics relevant to high-value clients, as this will show your expertise and readiness for the role.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to balance client service with risk management, and be ready to discuss how you’ve identified business trends or early risk indicators in previous roles.
✨Showcase Your Analytical Skills
Be prepared to discuss complex business proposals and financing requirements. Bring along examples of how you've analysed similar situations, and be ready to explain your thought process. This will demonstrate your financial acumen and problem-solving abilities.
✨Exude Team Spirit and Motivation
Since the role requires a self-starter and team player, convey your enthusiasm for collaboration and growth. Share instances where you've worked effectively within a team to achieve goals, and express your alignment with the company's appetite for growth and risk philosophy.
