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For Companies At a Glance
- Tasks: Manage a portfolio of clients, ensuring excellent service and maximising income.
- Company: Join Close Brothers, a leading UK merchant banking group with a focus on inclusivity.
- Benefits: Enjoy hybrid working, private medical, gym discounts, and more.
- Why this job: Make a real impact while building lasting relationships in a dynamic environment.
- Qualifications: Experience in client management and strong communication skills are essential.
- Other info: We celebrate diversity and offer training opportunities for all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
The Vacancy
OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Invoice Finance (CBIF) team where you will manage a portfolio (c. 45 clients) of Invoice Discounting and Factoring clients, with funds in use of up to £3m in the Commercial Team based in Manchester.
You will ensure the delivery of excellent customer service whilst maintaining a strong focus on risk management in order to preserve low bad debts and maximise client life and income.
Our ideal candidate will have previous experience managing client portfolios within the Invoice Finance industry, or have a strong background in a relevant, more junior role (e.g. Client Executive or Assistant Client Manager) and can demonstrate that they\\\’re ready to take the next step.
Which ever candidate profile you are, you will have exceptional communication and relationship building skills, you\\\’ll be highly organised with a keen eye for detail and a good head for numbers and risk management.
Responsibilities
- Manage a portfolio (c. 40-45 clients) of factoring and invoice discounting clients with funds in use of up to £3,000,000.
- Maintain an understanding of the value of additional security in place per client.
- Maximise client life by ensuring delivery of excellent service and implement additional services where appropriate.
- Maximise income by ensuring the correct fee rates are maintained and by ensuring additional fees are charged where appropriate.
- Undertake annual client reviews, and ad hoc reviews where facility changes are required.
- Source new business opportunities for Close Brothers Group from existing client base.
- Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
We would love to hear from you if you have/are
- Relevant experience managing clients in the Invoice finance industry including exposure to credit & risk.
- The ability to build effective, lasting relationships with clients at individual and board level, and likewise with internal stakeholders
- Excellent communication skills and an ability to negotiate satisfactory solutions between client and bank
- Strong organisation skills with the ability to prioritise tasks, ensuring deadlines are met, and client relationships are maintained to achieve zero qualifying attrition.
- The ability to interpret and analyse financial information
- Effective problem solving skills
- Valid UK drivers licence
It is not essential but it would be great if you have
- Knowledge of using RiskFactor
- Knowledge/Management of IF, ID & ABL products
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.
About us
At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
To find out more about Close Brothers, please visit our careers page:
https://www.closebrothers.com/careers
To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541
To find out more about our benefits:
https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:
Our Responsibility – Diversity and inclusion … Close Brothers Group
The Company
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
Benefits
- Private medical
- Discounted health checks
- Stakeholder pension contribution
- Cycle to work scheme
- Gym discounts
- Purchase additional holiday
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Client Manager employer: Close Brothers
Contact Detail:
Close Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the Invoice Finance industry and let them know you're on the lookout for a Client Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client management and risk assessment. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your relationship-building skills! During interviews, share specific examples of how you've successfully managed client portfolios and resolved issues. This will demonstrate your ability to maintain strong client relationships, which is key for the role.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining Close Brothers and being part of our inclusive team.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Manager role. Highlight your experience in managing client portfolios and any relevant skills in risk management. 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 tell us why you're the perfect fit for this role. Share specific examples of your past successes in client management and how they relate to what we do at Close Brothers.
Showcase Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to convey ideas clearly. Whether it's through your CV or cover letter, let us see your knack for building relationships and negotiating solutions.
Apply Through Our Website: We encourage you to apply directly through our careers page. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at Close Brothers
✨Know Your Numbers
As a Client Manager, you'll need to be comfortable with financial data. Brush up on your understanding of invoice discounting and factoring metrics. Be ready to discuss how you’ve managed client portfolios in the past, focusing on risk management and maximising income.
✨Build Rapport
Exceptional communication skills are key for this role. Practice building rapport by engaging in mock interviews or networking events. Think about how you can demonstrate your relationship-building skills, especially with clients at different levels.
✨Showcase Your Organisation Skills
With a portfolio of 40-45 clients, organisation is crucial. Prepare examples of how you've prioritised tasks and met deadlines in previous roles. Highlight any tools or methods you use to stay organised and ensure client satisfaction.
✨Prepare for Compliance Questions
Understanding governance and compliance is essential. Familiarise yourself with the regulatory requirements relevant to the Invoice Finance industry. Be prepared to discuss how you’ve adhered to these standards in your previous roles.
