At a Glance
- Tasks: Manage a portfolio of Commercial Real Estate Finance clients and drive growth.
- Company: Join a fast-growing Challenger Bank making waves in the finance sector.
- Benefits: Enjoy remote work flexibility and opportunities for professional development.
- Why this job: Be part of a dynamic team that values innovation and client success.
- Qualifications: Experience in portfolio management and commercial lending is essential.
- Other info: This role offers a chance to shape regional sales strategies and elevate client experiences.
The predicted salary is between 48000 - 72000 £ per year.
Join a fast-growing Challenger Bank in a pivotal role where risk, relationship management, and revenue growth go hand in hand.
What You’ll Be Doing
- Own a High-Value Portfolio – Manage a book of Commercial Real Estate Finance clients, focusing on retention, growth, and long-term value.
- Lead and Inspire – Provide guidance and support to Portfolio Managers and Lending Officers, helping your team excel.
- Spot Opportunities – Identify new business within your portfolio and deliver profitable, compliant lending solutions that drive regional performance.
- Balance Risk and Reward – Conduct detailed client reviews, assess credit risk, and manage arrears alongside the Credit Collections team.
- Be a Strategic Partner – Work with senior leadership to shape regional sales strategy and build key client and broker relationships.
- Drive Operational Excellence – Maintain accurate sales records, forecasting, and reporting to support smart decision-making.
- Elevate the Client Experience – Promote customer feedback initiatives and champion service and product improvements.
- Stay Market-Smart – Keep an eye on industry trends and competitor activity to help refine products and protect your competitive edge.
What You Bring
A strong track record in portfolio management, commercial lending, and team leadership. You’ll be confident navigating complex credit assessments, and committed to delivering fair and positive customer outcomes.
Portfolio Relationship Manager employer: CRS
Contact Detail:
CRS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Relationship Manager
✨Tip Number 1
Network with professionals in the real estate finance sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in commercial real estate finance. Understanding current market dynamics will not only prepare you for interviews but also demonstrate your commitment to staying informed and relevant in the field.
✨Tip Number 3
Prepare to discuss your previous experiences in portfolio management and how you've successfully balanced risk and reward. Be ready to share specific examples that highlight your ability to drive growth while managing client relationships.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your personal values align with theirs, especially regarding customer outcomes and operational excellence.
We think you need these skills to ace Portfolio Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in portfolio management and commercial lending. Use specific examples that demonstrate your ability to manage high-value portfolios and lead teams effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your skills align with their needs, particularly in risk management and client relationship building.
Highlight Relevant Achievements: In your application, emphasise any achievements related to revenue growth, client retention, or operational excellence. Quantify your successes where possible to make a stronger impact.
Show Industry Knowledge: Demonstrate your awareness of current trends in real estate finance and how they might affect the role. This shows you are proactive and engaged with the industry, which is crucial for a strategic partner.
How to prepare for a job interview at CRS
✨Showcase Your Portfolio Management Experience
Be prepared to discuss your previous experience managing high-value portfolios. Highlight specific examples where you successfully retained clients and drove growth, as this will demonstrate your capability in handling the responsibilities of the role.
✨Demonstrate Leadership Skills
Since the role involves leading and inspiring a team, share instances where you've guided others to success. Talk about how you’ve supported Portfolio Managers and Lending Officers in the past, showcasing your ability to foster a collaborative environment.
✨Highlight Your Risk Assessment Abilities
Expect questions on credit risk and arrears management. Prepare to explain your approach to conducting detailed client reviews and how you balance risk with reward, as this is crucial for the role.
✨Stay Informed About Market Trends
Research current trends in real estate finance and competitor activities. Being able to discuss these insights during your interview will show that you are proactive and market-smart, qualities that are essential for driving operational excellence.