At a Glance
- Tasks: Support Senior Lending Team in managing SME lending portfolios and client relationships.
- Company: Dynamic recruitment agency connecting top talent with leading investment firms.
- Benefits: Remote work, competitive salary, and opportunities for career growth.
- Other info: Collaborate closely with senior professionals in a fast-paced environment.
- Why this job: Join a purpose-driven team and make a real impact in the investment sector.
- Qualifications: Experience in SME lending or commercial banking with strong analytical skills.
The predicted salary is between 40000 - 50000 € per year.
REMOTE, Field Based - Scotland. Northreach is a dynamic recruitment agency that connects businesses with top talent across Financial Services and Investment sectors. We specialise in delivering a seamless recruitment experience for both clients and candidates, supporting growth, innovation, and long-term career development.
A well-established and growing UK investment fund is seeking an experienced Lending Associate / Relationship Manager to support its expanding SME lending portfolio focused on high-growth businesses across Scotland and the wider UK.
We’re looking for someone with strong commercial lending or SME finance experience who thrives in a fast-paced, purpose-driven investment environment and enjoys working closely with Senior Lending Team members to support deal execution and portfolio management.
You will support Senior Lending Team members across the full lending lifecycle, from post-approval execution through to ongoing portfolio monitoring and client engagement:
- Supporting Senior Lending Team members with post-approval processes including facility documentation, security arrangements, and completion of Conditions Precedent.
- Liaising with internal Risk teams and external legal/security partners to ensure smooth transaction execution.
- Monitoring portfolio performance, reviewing monthly financial information, and identifying early warning indicators or potential covenant risks.
- Supporting proactive portfolio management and client relationship engagement alongside Senior Lending Team members.
- Supporting analysis of SME financial accounts and management information to inform credit recommendations.
Experience required:
- Experience in SME lending, commercial banking, relationship management, or debt advisory roles.
- Strong numerical and analytical skills with the ability to interpret financial statements and management accounts.
- Experience using CRM systems and Microsoft Office 365.
- Experience in market-gap or growth lending (non-bank lending preferred).
- Exposure to portfolio monitoring and covenant management.
- Existing professional network within Scottish SME or investment markets.
- Close collaboration with experienced senior deal professionals and risk teams.
Relationship Manager - Telephone employer: Northreach
Northreach is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and development. As a remote-based role in Scotland, the position of Relationship Manager allows for flexibility while engaging with high-growth businesses, providing opportunities to collaborate closely with experienced professionals in the investment sector. Employees benefit from a purpose-driven environment that fosters innovation and long-term career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager - Telephone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially if they’re focused on SME lending. We recommend practising common interview questions and having examples ready that showcase your experience in commercial lending and relationship management.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Relationship Manager - Telephone
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Relationship Manager. Highlight your experience in SME lending and relationship management, and don’t forget to showcase those strong numerical and analytical skills we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting high-growth businesses and how your background aligns with our needs. Keep it concise but impactful!
Showcase Your Experience:In your application, be sure to mention any relevant experience with CRM systems and portfolio monitoring. We want to see how you’ve successfully managed client relationships and executed deals in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at Northreach
✨Know Your Numbers
Brush up on your numerical and analytical skills before the interview. Be ready to discuss financial statements and management accounts, as these will be crucial in your role. Practising how to interpret these documents can give you a significant edge.
✨Showcase Your Experience
Prepare specific examples from your past roles in SME lending or relationship management. Highlight your experience with post-approval processes and portfolio monitoring. This will demonstrate your hands-on knowledge and make you stand out.
✨Familiarise Yourself with CRM Systems
Since experience with CRM systems is essential, make sure you’re comfortable discussing how you've used them in previous roles. If you have any specific achievements related to CRM usage, be sure to mention those!
✨Engage with the Team's Goals
Research the company’s investment strategies and recent projects. Showing that you understand their focus on high-growth businesses and your enthusiasm for supporting the Senior Lending Team will reflect your commitment to the role.
