Relationship Manager

Relationship Manager

Birmingham Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: As a Relationship Manager, you'll generate new business and build lasting customer relationships.
  • Company: Close Brothers is a leading UK merchant banking group focused on lending and investment management.
  • Benefits: Enjoy hybrid working, private medical, gym discounts, and additional holiday options.
  • Why this job: Join a diverse team that values inclusivity and offers training opportunities for growth.
  • Qualifications: Experience in customer-facing roles or asset finance is preferred but not essential.
  • Other info: Flexible working options available to help balance work and home life.

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 Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across the West Midlands, canvassing various territories including: Birminghamshire, Coventry, Worcestershire & Northamptonshire.

Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy.

RESPONSIBILITIES

  • Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers.
  • Self-motivated and driven to achieve and exceed targets set through financing and associated products.
  • Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings.
  • Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information.
  • Make accurate, rapid quotations and provide customers with the relevant information to close the deal.
  • Design and implement a strategic business plan that expands company’s customer base and ensure its strong presence.
  • Build and promote long-lasting customer relationships by partnering with them and understanding their needs
  • Identify emerging markets and market shifts while being fully aware of new products and competition status.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

  • Experience of the Asset Finance Industry or customer-facing role in Construction/Recycling/Engineering/Print industries more specifically.
  • Experience of working in a customer-facing sales environment.
  • Strong interpersonal skills and ability to effectively communicate at all levels.
  • Sales driven with ability to plan and manage own activities and contact strategy.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

  • Have previous knowledge and coverage of above industries (with a focus on asset expertise)
  • Ability to analyse and interpret financial information

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.

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.

The Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Gym discounts

Cycle to work scheme

Gym discounts

Purchase additional holiday

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Relationship Manager employer: Close Brothers

Close Brothers is an exceptional employer that prioritises employee well-being and work-life balance through flexible hybrid working options. With a strong commitment to diversity and inclusion, the company fosters a supportive work culture where every team member is valued and encouraged to grow professionally. Employees benefit from a range of perks including private medical insurance, gym discounts, and opportunities for personal development, making it an ideal place for those seeking a rewarding career in the financial services sector.
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Contact Detail:

Close Brothers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Relationship Manager

✨Tip Number 1

Familiarise yourself with the asset finance industry, especially in sectors like construction and recycling. Understanding the specific challenges and opportunities in these areas will help you engage more effectively with potential clients.

✨Tip Number 2

Network actively within your geographical area, particularly in the West Midlands. Attend local industry events or join relevant online forums to connect with potential customers and dealer introducers.

✨Tip Number 3

Develop a clear customer contact strategy that outlines how you plan to reach out to existing and new clients. This will demonstrate your organisational skills and proactive approach during interviews.

✨Tip Number 4

Stay updated on market trends and competitor activities. Being knowledgeable about emerging markets and shifts will not only impress during interviews but also help you tailor your sales strategies effectively.

We think you need these skills to ace Relationship Manager

Sales Skills
Customer Relationship Management
Negotiation Skills
Market Analysis
Interpersonal Skills
Communication Skills
Self-Motivation
Time Management
Strategic Planning
Financial Analysis
Problem-Solving Skills
Networking Skills
Adaptability
Industry Knowledge (Asset Finance, Construction, Recycling, Engineering, Print)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer-facing roles, particularly in the Asset Finance Industry or related sectors like Construction or Engineering. Use specific examples to demonstrate your sales achievements and relationship-building skills.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your background aligns with their values of diversity and inclusivity, and express your enthusiasm for the opportunity to contribute to their team.

Highlight Key Skills: In your application, emphasise your strong interpersonal skills and ability to communicate effectively at all levels. Provide examples of how you've successfully managed your own customer contact strategy and exceeded sales targets in previous roles.

Showcase Your Knowledge: If you have knowledge of emerging markets or financial information analysis, make sure to include this in your application. This will demonstrate your proactive approach and ability to adapt to market shifts, which is crucial for the Relationship Manager role.

How to prepare for a job interview at Close Brothers

✨Research the Company

Before your interview, take some time to learn about Close Brothers. Understand their values, mission, and the specific services they offer in asset finance. This will help you tailor your responses and show genuine interest in the role.

✨Demonstrate Your Sales Skills

Be prepared to discuss your previous sales experiences, particularly in customer-facing roles. Highlight specific examples where you successfully built relationships and exceeded targets, as this is crucial for a Relationship Manager.

✨Prepare Questions

Think of insightful questions to ask during the interview. This could include inquiries about the team dynamics, company culture, or how success is measured in the role. It shows that you are engaged and serious about the position.

✨Showcase Your Interpersonal Skills

As a Relationship Manager, strong interpersonal skills are key. Be ready to demonstrate how you effectively communicate and build rapport with clients. Use examples from your past experiences to illustrate your ability to connect with others.

Relationship Manager
Close Brothers
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  • Relationship Manager

    Birmingham
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-08-24

  • C

    Close Brothers

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