Relationship Manager

Relationship Manager

Birmingham Full-Time 36000 - 60000 £ / year (est.) No home office possible
Close Brothers.

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.

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 our expert team at Close Brothers Asset Finance, where you\’ll play a key role in growing our footprint within the Construction & Recycling sectors. As Part of our C&R business, you\’ll be responsible for meeting ambitious sales targets by providing tailored Asset Finance solutions and related services to businesses across the sector. This is a field based role, so you\’ll work from home, being based somewhere between Oxford and Birmingham, and involve significant travel; a valid driver’s licence is required.

Responsibilities

  • Proactively identify, pursue and convert new business opportunities to consistently meet or exceed sales targets.
  • Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions to foster repeat business.
  • Manage the end-to-end sales cycle including ensuring timely and precise service delivery and providing customers with the relevant information to close the deal.
  • Serve as a knowledgeable and credible finance partner by staying informed of relevant products, market trends, customer needs and competitive landscape.
  • Act as a liaison between the company and its existing and prospective markets, negotiating terms of an agreement and closing sales while gathering valuable market and customer insights.
  • Maintain accurate and up-to-date records of customer interactions, ensuring all compliance with both internal policies and external regulatory requirements.
  • Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the Close Brothers Group.
  • Prepare comprehensive and well-structured credit applications to support informed lending decisions for customers.
  • 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.
  • Ensure you operate within the context of the FCA regulations at all times and that the Treating Customers Fairly initiative is fully adhered to.

Qualifications

  • Experience in a customer-facing, Asset Finance sales environment, with a track record of consistently meeting or exceeding targets.
  • Strong interpersonal skills and ability to effectively communicate at all levels.
  • Sales driven with an ability to plan and manage own activities and contact strategy.
  • Strong business and financial acumen.
  • Excellent sales and negotiation skills.
  • Valid UK driver\’s licence.

Nice to Have

  • Some knowledge of the Construction & Recycling industries (with a focus on asset/equipment expertise).
  • Ability to analyse and interpret financial information.

Benefits

  • Private medical.
  • Discounted health checks.
  • Stakeholder pension contribution.
  • Gym discounts.
  • Cycle to work scheme.
  • Purchase additional holiday.

For roles offering hybrid working: We support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

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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.
Close Brothers.

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.
Location: Birmingham

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