Portfolio Manager - Commercial Banking
Portfolio Manager - Commercial Banking

Portfolio Manager - Commercial Banking

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

  • Tasks: Manage commercial banking clients and drive new business growth.
  • Company: Join a trusted international bank with a legacy of excellence since the 1960s.
  • Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
  • Why this job: Be part of a relationship-driven team focused on innovation and client success.
  • Qualifications: Degree educated with 5+ years in commercial banking and strong client management skills.
  • Other info: Opportunity to mentor junior staff and contribute to a collaborative workplace culture.

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

Job Description

Our banking client, with a heritage rooted in trust, integrity, and international banking excellence, has served clients since the 1960's. With a UK balance sheet boasting £1.5bln, and operating in 11 countries across four continents, the bank is known for delivering robust trade finance, corporate banking, and wealth management services tailored to diverse market needs. Combining Swiss precision with local insight, the institution is recognized for its relationship-driven approach, conservative risk profile, and commitment to digital innovation—including its award-winning systems. Whether supporting SMEs or large corporates, the bank remains a symbol of stability, service, and cross-border connectivity.

Job Advert – Relationship Manager Location: Moorgate Branch

This opportunity sits within an international financial institution known for delivering high-quality banking services across multiple regions. With a strong legacy and a focus on innovation, the organization offers comprehensive solutions in trade finance, corporate and commercial banking, wealth management, and Islamic banking—always with a client-first mindset.

About the RoleWe are seeking a confident, experienced Relationship Manager to join our City Branch team. The role involves soliciting new business and managing an existing portfolio of commercial banking clients. Delivering exceptional service and achieving income targets are central to this position, alongside full adherence to internal controls and regulatory standards.

Core Responsibilities:

  • Customer & Commercial: Acquire and grow trade/FX clients, negotiate asset and deposit proposals, and manage full lending cycle

  • Colleague Engagement: Train and mentor RMs/RSOs, contribute to internal governance, support data analysis and intern onboarding

  • Control & Compliance: Oversee KYC, EDD, renewals, excess monitoring, and adherence to policy and SLA requirements

  • Support Activities: Act as subject matter expert, support branch-level reporting and planning, and assist in business development tasks

Key Requirements:

  • Degree educated as a minimum
  • Minimum 5 years' experience in commercial banking relationship management / portfolio management role.

  • Ideally 1st line credit analysis training and in-depth commercial / corporate / FI lending knowledge

  • Strong origination, portfolio management and client development skills including negotiation, and leadership skills

  • Ability to coach junior staff, support credit preparation, and drive scorecard KPIs

  • Have full right to work in the UK with no sponsorship or spousal dependant VISA's.

Portfolio Manager - Commercial Banking employer: MARKET TALENT

Our banking client is an exceptional employer, offering a dynamic work environment in the heart of Moorgate, where innovation meets tradition. With a strong commitment to employee development and a culture that values integrity and collaboration, team members are encouraged to grow their skills and advance their careers while delivering top-notch service to clients. The bank's focus on digital innovation and relationship-driven banking ensures that employees are part of a forward-thinking institution that prioritises both client satisfaction and professional fulfilment.
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Contact Detail:

MARKET TALENT Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Manager - Commercial Banking

✨Tip Number 1

Network with professionals in the commercial banking sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the bank's culture and values.

✨Tip Number 2

Research the bank's recent projects and initiatives, especially those related to trade finance and corporate banking. This knowledge will help you demonstrate your interest and understanding of their operations during interviews.

✨Tip Number 3

Prepare to discuss your experience in managing client portfolios and achieving income targets. Use specific examples that highlight your negotiation skills and ability to grow business relationships.

✨Tip Number 4

Familiarise yourself with the regulatory standards and compliance requirements relevant to commercial banking. Being well-versed in these areas will show your commitment to maintaining high standards in your work.

We think you need these skills to ace Portfolio Manager - Commercial Banking

Relationship Management
Commercial Banking Knowledge
Client Development
Negotiation Skills
Portfolio Management
Credit Analysis
Regulatory Compliance
Risk Assessment
Financial Acumen
Coaching and Mentoring
Data Analysis
Business Development
Communication Skills
Leadership Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in commercial banking and relationship management. Emphasise your skills in client development, negotiation, and portfolio management, as these are crucial for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the bank's values and how your experience aligns with their needs. Mention specific achievements in your previous roles that demonstrate your ability to meet income targets and deliver exceptional service.

Highlight Compliance Knowledge: Given the importance of control and compliance in this role, ensure you mention any relevant experience you have with KYC, EDD, and adherence to regulatory standards. This will show that you understand the critical aspects of the position.

Showcase Leadership Skills: If you have experience mentoring or training junior staff, be sure to include this in your application. Highlighting your leadership abilities will demonstrate that you can contribute to colleague engagement and support the team effectively.

How to prepare for a job interview at MARKET TALENT

✨Know Your Numbers

As a Portfolio Manager, you'll need to demonstrate your understanding of financial metrics and performance indicators. Be prepared to discuss specific figures from your previous roles, such as portfolio growth percentages or client acquisition rates.

✨Showcase Relationship Management Skills

This role heavily focuses on client relationships. Prepare examples of how you've successfully managed client portfolios, resolved conflicts, or built long-term partnerships. Highlight your ability to negotiate and close deals.

✨Understand Regulatory Standards

Familiarise yourself with the regulatory environment in commercial banking. Be ready to discuss how you ensure compliance in your work, particularly regarding KYC and EDD processes, as these are crucial for the role.

✨Demonstrate Leadership Qualities

Since the position involves mentoring junior staff, think of instances where you've taken on a leadership role. Discuss how you've trained others, contributed to team success, or driven performance improvements within your team.

Portfolio Manager - Commercial Banking
MARKET TALENT
M
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