At a Glance
- Tasks: Build and manage relationships with high-value landlords while providing proactive support.
- Company: Award-winning bank with a focus on development finance and customer satisfaction.
- Benefits: Competitive salary, bonus, and benefits package.
- Other info: Exciting growth opportunities in a collaborative and supportive environment.
- Why this job: Join a dynamic team and make a real impact in the finance sector.
- Qualifications: Experience in managing complex customer portfolios in finance or property lending.
The predicted salary is between 50000 - 50000 € per year.
To £50,000 plus bonus and benefits.
Our client is a well-established and award winning bank who are keen to appoint an experienced Relationship Manager within their Development Finance team. The successful candidate will:
- Build, manage and deepen relationships with a portfolio of high‑value landlords.
- Provide consistent, proactive support, engaging around maturities, refinancing, additional borrowing and key portfolio events.
- Conduct comprehensive portfolio reviews, considering all loans secured on properties.
- Use maturity insights to identify and recommend opportunities to migrate lending from competitors.
- Work with Operations to deliver efficient, coordinated customer journeys.
- Identify wider opportunities across residential and commercial development, referring to Development Finance where appropriate.
- Collaborate with Intermediaries when needed to support landlord requirements.
- Provide feedback on criteria, pricing and risk to internal stakeholders.
- Partner with Credit and Risk to structure proposals aligned with risk appetite and regulation.
- Share market and customer insights to inform future BTL propositions.
- Maintain accurate records of the portfolio, including pipelines, maturities, outcomes and interactions.
- Ensure all activity supports good customer outcomes and aligns with conduct expectations.
- Represent Paragon’s values and service standards in all customer interactions.
The successful candidate will be commercially focussed and demonstrate experience managing complex customer portfolios in finance services, property lending, private banking or wealth management. This is a fantastic opportunity to join a dynamic company during an exciting period of growth.
Relationship Manager employer: CBC Recruitment Solutions
As a well-established and award-winning bank, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our Birmingham location offers a vibrant environment where Relationship Managers can thrive, with competitive salaries, bonuses, and a commitment to delivering exceptional customer outcomes. Join us to be part of a team that values collaboration, innovation, and the opportunity to make a meaningful impact in the Development Finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance and property sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially how they align with your experience in managing complex customer portfolios. Practice common interview questions and think about how you can showcase your skills in building and deepening relationships with high-value clients.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role. It’s a simple yet effective way to reinforce your enthusiasm.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you an edge over other candidates. So, get clicking and let’s land that job together!
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Relationship Manager role. Highlight your experience in managing complex customer portfolios and any relevant achievements in finance services or property lending. We want to see how you can bring value to our Development Finance team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with our values. Don’t forget to mention your experience with high-value landlords and how you’ve successfully built relationships in the past.
Showcase Your Customer Focus:In your application, emphasise your commitment to delivering excellent customer outcomes. Share examples of how you've proactively supported clients and navigated complex situations. We love candidates who put customers first and align with our conduct expectations!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves. Plus, you’ll be one step closer to joining our dynamic team!
How to prepare for a job interview at CBC Recruitment Solutions
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the types of portfolios you’ll be managing. Familiarise yourself with common challenges faced by high-value landlords and think about how you can proactively support them. This will show your potential employer that you’re ready to hit the ground running.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. Think about specific instances where you’ve engaged with clients around refinancing or additional borrowing. This will highlight your ability to deepen relationships, which is crucial for a Relationship Manager.
✨Showcase Your Market Knowledge
Stay updated on current trends in development finance and property lending. Be ready to discuss how these trends could impact your approach to managing portfolios. This demonstrates your commercial focus and shows that you can provide valuable insights to the team.
✨Align with Company Values
Research the bank’s values and service standards. During the interview, reflect on how your personal values align with theirs. This will help you convey that you’re not just a fit for the role, but also for the company culture, which is essential for long-term success.
