At a Glance
- Tasks: Manage client portfolios and ensure compliance while delivering top-notch customer service.
- Company: Join a leading financial services provider dedicated to supporting UK businesses.
- Benefits: Enjoy a competitive salary, bonuses, and excellent perks, including remote work options.
- Why this job: Build strong relationships and make a real impact in the financial sector.
- Qualifications: Proven experience in client management and risk within financial services is essential.
- Other info: This is a home-based role reporting to an Essex office; a full driving license is required.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading provider of financial services to UK businesses, is seeking a Relationship Manager to join their Invoice Finance team in the South East. This home-based role reports to a regional office in Essex and involves managing a portfolio of clients through periodic reviews, analysis of Management Information, and ensuring compliance with client operating conditions. You will be responsible for managing risk effectively while delivering excellent customer service, building strong relationships with clients and prospects.
Key Responsibilities:
- Review documentation to understand clients' risk profiles and fulfill operating conditions.
- Identify and maintain appropriate exit strategies for each client.
- Proactively manage client relationships.
- Ensure a smooth onboarding process.
- Develop and maintain a network of business connections.
- Coordinate with internal teams to manage risk and provide excellent client service.
The ideal candidate will have a proven track record in managing client portfolios and risk management within financial services. They should be self-motivated, well-organized, and familiar with CRM and risk management systems. A full driving license is required. The role offers a market-leading salary, bonus, and excellent benefits.
Relationship Manager- Invoice Finance- South East employer: Business Money Promotions Ltd
Contact Detail:
Business Money Promotions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager- Invoice Finance- South East
✨Tip Number 1
Familiarise yourself with the latest trends in invoice finance and risk management. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in invoice finance. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and mitigated risks in previous roles. Having concrete stories ready will showcase your experience and problem-solving skills.
✨Tip Number 4
Research the company thoroughly, including their values, culture, and recent news. Tailoring your conversation to align with their mission can make a strong impression and show that you're genuinely interested in joining their team.
We think you need these skills to ace Relationship Manager- Invoice Finance- South East
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Relationship Manager in Invoice Finance. Familiarise yourself with key terms and concepts related to risk management and client relationship building.
Tailor Your CV: Highlight your experience in managing client portfolios and any relevant financial services background. Use specific examples that demonstrate your ability to manage risk and deliver excellent customer service.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in this role and how your skills align with the company's needs. Mention your familiarity with CRM systems and your proactive approach to client management.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Business Money Promotions Ltd
✨Know Your Client Portfolio
Before the interview, research common client profiles in invoice finance. Be prepared to discuss how you would manage different risk profiles and what strategies you would implement for onboarding new clients.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your communication skills and any specific techniques you use to foster strong connections.
✨Understand Risk Management
Familiarise yourself with risk management principles relevant to financial services. Be ready to discuss how you would identify risks and develop exit strategies for clients, showcasing your analytical skills.
✨Showcase Your Organisational Skills
As this role requires effective management of multiple clients, be prepared to explain how you stay organised. Discuss any tools or systems you use to keep track of client interactions and compliance requirements.
