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- Tasks: Manage client relationships and ensure profitable Invoice Finance facilities.
- Company: Leading independent financial services provider in the Midlands.
- Benefits: Market-leading salary, car allowance, annual bonus, and comprehensive benefits.
- Other info: Ideal for ambitious professionals seeking career progression.
- Why this job: Join a forward-thinking team and grow your career in finance.
- Qualifications: Experience in Invoice Finance or Commercial Lending is essential.
The predicted salary is between 50000 - 65000 £ per year.
Location: Midlands
Posted: 24th March 2026
Our client, a leading independent provider of Financial Services to businesses requires a Relationship Manager to join their expanding team in The Midlands.
You will be responsible for the day-to-day management of a portfolio of Invoice Finance facilities, delivering a high level of customer service and ensuring that commercially sound and profitable relationships are maintained within set targets.
Key responsibilities:- Build and develop strong relationships with a mixed portfolio of clients to maximise retention and maintain contract renewals at an acceptable level.
- Support the daily responsibilities of the Relationship Executives to maximise funding available.
- Develop and maintain appropriate risk and recoveries management, including regular client reviews, visits and audits.
- Prepare and contribute to Monthly Portfolio Review Meetings and contribute to risk and client strategy discussions within the portfolio.
- Make funding decisions on all clients within the portfolio, including overseeing the setting of invoice funding, concentration and credit limits within credit authority levels and communication of funding decisions with clients.
- Support the on-boarding process (take on's) for prospective clients, leading communication with Sales and the prospective client.
- Support new business and growth through efficient communication with sales team, deal structuring and underwriting process.
- Deal with all customer matters efficiently, fairly and consistently in line with cultural values.
Operational experience within Invoice Finance and/or wider Commercial Lending is essential. This is an opportunity for an ambitious, career minded commercial financial professional looking to progress their career with a highly capitalised, forward thinking and expanding business.
Preference will be shown to those who can also display a working knowledge of Underwriting Invoice Finance facilities, albeit this isn't an essential requirement.
The successful candidate will be rewarded with a market leading salary, car allowance, annual bonus and benefits package.
Relationship Manager in West Bromwich employer: M2 Professional Recruitment Services Ltd
Contact Detail:
M2 Professional Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager in West Bromwich
✨Tip Number 1
Networking is key! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews like a pro! Research the company and its culture, and think about how your experience aligns with their needs. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’re the perfect fit for the Relationship Manager position and keep you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you started on this exciting journey!
We think you need these skills to ace Relationship Manager in West Bromwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Relationship Manager role. Highlight your experience in Invoice Finance and any relevant operational skills. 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 explain why you're passionate about this role and how your background aligns with our needs. We love seeing genuine enthusiasm for what we do.
Showcase Your Relationship Skills: Since building strong client relationships is key, share examples of how you've successfully managed client portfolios in the past. We’re looking for evidence of your ability to maintain and grow those connections.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at M2 Professional Recruitment Services Ltd
✨Know Your Portfolio
Before the interview, make sure you understand the basics of Invoice Finance and the specific portfolio you’ll be managing. Research the company’s existing clients and their needs. This will help you demonstrate your ability to build strong relationships and show that you’re proactive.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you’ve successfully managed client relationships. Highlight how you’ve dealt with challenges and maintained high levels of customer satisfaction. This is crucial for a Relationship Manager role, so be ready to discuss your approach to client retention and contract renewals.
✨Understand Risk Management
Brush up on risk management principles relevant to Invoice Finance. Be prepared to discuss how you would conduct client reviews and audits, and how you would handle risk and recoveries. Showing that you have a solid grasp of these concepts will set you apart from other candidates.
✨Engage with the Sales Team
Since collaboration with the sales team is key, think about how you can support new business growth. Prepare to discuss how you would communicate effectively with sales and contribute to deal structuring. This shows that you’re not just focused on managing existing clients but are also keen on driving new business.