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 and enhance your professional network.
- Why this job: Join a fast-paced environment and make a real impact on high-growth businesses.
- 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
Telephone Relationship Manager employer: Northreach
Northreach is an exceptional employer, offering a dynamic and supportive work environment for Telephone Relationship Managers in Scotland. With a strong focus on employee growth and development, we provide opportunities to collaborate with experienced professionals in the financial services sector, ensuring that you thrive in your role while contributing to meaningful projects that support high-growth businesses. Our remote working model promotes flexibility, allowing you to balance your professional and personal life effectively.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Relationship Manager
✨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. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its lending portfolio thoroughly. Be ready to discuss how your experience aligns with their needs, especially in SME lending and relationship management. Show them you’re not just another candidate!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for your skills. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that job!
We think you need these skills to ace Telephone Relationship Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Telephone 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:When detailing your experience, focus on specific examples that demonstrate your ability to manage portfolios and engage with clients. We want to see how you’ve contributed to deal execution and portfolio monitoring in past roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our dynamic team!
How to prepare for a job interview at Northreach
✨Know Your Numbers
As a Telephone Relationship Manager, you'll need to demonstrate strong numerical and analytical skills. Brush up on your ability to interpret financial statements and management accounts. Be ready to discuss specific examples from your past experience where you've successfully analysed financial data.
✨Showcase Your Relationship Skills
This role is all about client engagement and relationship management. Prepare to share stories that highlight your experience in building and maintaining relationships with clients. Think of times when you went above and beyond to support a client or resolved a challenging situation.
✨Familiarise Yourself with the Lending Lifecycle
Understanding the full lending lifecycle is crucial for this position. Make sure you can talk confidently about each stage, from post-approval execution to ongoing portfolio monitoring. Consider how your previous roles have prepared you for these responsibilities.
✨Research the Company and Market
Before the interview, do your homework on the company and the Scottish SME market. Knowing their recent activities, values, and challenges will help you tailor your responses and show genuine interest. It also gives you a chance to ask insightful questions that demonstrate your enthusiasm for the role.
