Portfolio Manager

Portfolio Manager

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and monitor property development finance portfolios.
  • Company: Join a dynamic UK challenger bank with a successful real estate finance team.
  • Benefits: Enjoy hybrid working options and opportunities for internal promotion.
  • Why this job: Develop your skills in a supportive environment with a focus on growth and success.
  • Qualifications: Looking for dynamic individuals eager to learn and grow in finance.
  • Other info: This role involves site visits and direct borrower interactions.

The predicted salary is between 43200 - 72000 £ per year.

Job Title: Portfolio Manager – Property Development Finance

About the Company:

This is a growing and entrepreneurial UK challenger bank, this role will specifically sit within the development real estate finance team which has been an extremely successful vertical for the bank. The opportunity has arisen due to growth of the book throughout the year and they are looking for dynamic individuals who want to be part of their growing team.

As the Portfolio Manager – Property Development Finance your responsibilities and duties will include:

  • Supporting the Director to maintain existing client relationships and ensuring portfolio is adequately monitored. This will include site visits for existing and new borrowers so that the scheme will be understood and a direct relationship established with the borrower.
  • Preparing Credit papers for extensions and straightforward facility variations for new customers and well as tranche drawdowns against MS certificates.

This is a fantastic opportunity to develop your skills working within an environment where there is a great story of internal promotion.

This is a hybrid working position in the central London located office.

For more information about the Portfolio Manager – Property Development Finance or to apply send your CV now

Portfolio Manager employer: CRS

Join a dynamic and entrepreneurial UK challenger bank that values growth and innovation within the property development finance sector. With a strong emphasis on internal promotion and professional development, this role offers you the chance to build meaningful client relationships while enjoying a supportive work culture in a hybrid setting located in the heart of central London.
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Contact Detail:

CRS Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Manager

✨Tip Number 1

Familiarize yourself with the current trends in property development finance. Understanding the market dynamics and recent developments will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Network with professionals in the real estate finance sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.

✨Tip Number 3

Prepare for site visits by researching common challenges faced by borrowers in property development. This will enable you to ask insightful questions and demonstrate your proactive approach.

✨Tip Number 4

Showcase your relationship management skills. Be ready to discuss how you've successfully maintained client relationships in the past, as this is a key aspect of the Portfolio Manager role.

We think you need these skills to ace Portfolio Manager

Client Relationship Management
Credit Analysis
Financial Modelling
Real Estate Finance
Portfolio Monitoring
Site Visit Coordination
Communication Skills
Attention to Detail
Problem-Solving Skills
Negotiation Skills
Report Writing
Team Collaboration
Time Management
Adaptability

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Portfolio Manager position. Understand the key responsibilities, such as maintaining client relationships and preparing credit papers, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in property development finance or similar roles. Use specific examples that demonstrate your ability to manage portfolios and maintain client relationships effectively.

Showcase Your Skills: Make sure to highlight skills that are relevant to the role, such as analytical skills, attention to detail, and strong communication abilities. Mention any experience with site visits or working directly with borrowers, as this is a key aspect of the job.

Craft a Compelling Cover Letter: Write a personalized cover letter that explains why you are interested in the Portfolio Manager position and how your background makes you a great fit. Be sure to convey your enthusiasm for joining a growing team within an entrepreneurial environment.

How to prepare for a job interview at CRS

✨Understand the Company and Its Culture

Before your interview, take some time to research the bank's values and culture. Understanding their entrepreneurial spirit and growth mindset will help you align your answers with what they are looking for in a candidate.

✨Showcase Your Relationship Management Skills

As a Portfolio Manager, maintaining client relationships is key. Be prepared to discuss your experience in managing client portfolios and how you've successfully built and maintained relationships in the past.

✨Prepare for Technical Questions

Expect questions related to property development finance, credit papers, and facility variations. Brush up on relevant terminology and be ready to demonstrate your knowledge and experience in these areas.

✨Highlight Your Adaptability

Since this role involves site visits and hybrid working, emphasize your ability to adapt to different environments and manage your time effectively. Share examples of how you've successfully navigated similar situations in previous roles.

Portfolio Manager
CRS
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  • Portfolio Manager

    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-01-15

  • C

    CRS

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