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- Tasks: Build strong relationships with clients and provide proactive support for their funding needs.
- Company: Join a dynamic team at a leading finance company focused on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by helping businesses grow through tailored financial solutions.
- Qualifications: Strong communication skills and a customer-focused mindset are essential.
- Other info: Opportunity for career growth in a values-driven organisation.
The predicted salary is between 40000 - 50000 £ per year.
Our Relationship Management team is the day‑to‑day partner and frontline for our Invoice Finance clients – building strong relationships, understanding what matters to each business, and making sure their funding keeps working as they grow. As the main point of contact, the team provides proactive support, clear communication and practical solutions, while working closely with internal teams across credit, operations and risk to balance great service with robust controls. It’s relationship‑led support that keeps business moving.
As part of our existing Relationship Management team, you will oversee and control all aspects of managing a portfolio of clients with up to £10m funding review limits, including risk control, service level assurance, building relationships, identifying and meeting customer needs and procedural compliance. You are expected to demonstrate our core values of Decency, Enterprise and Brilliance at all times. This role is to cover the North.
Key Responsibilities- Looking after our clients
- Know your customers and fully understand the industry that they operate in and their business needs.
- Be able to identify and understand customer needs to support their business and provide further financial support where applicable.
- Action customer facility amendments within an appropriate timeframe.
- Develop and implement a pro‑active customer contact strategy including regular visits across the portfolio.
- Ensure new customers have an excellent on‑boarding experience.
- Add value to your customer base, in line with their requirements.
- Oversee Assistant Relationship Managers in accordance with all duties and liaise with the Head of Relationship Support where relevant.
- Build strong working relationships with all key stakeholders.
- Participate fully in our 6‑monthly appraisal process, focussing on personal development.
- Seize opportunity to give feedback to colleagues and the wider business using various tools e.g. values scheme, employee engagement survey, or even a simple thank you.
- Demonstrate our core business values and adhere to our standards.
- Acquire a detailed knowledge of all of the group product offerings – Invoice Finance, Asset Finance, Construction Finance, Trade Finance, Recruitment Finance, Cashflow Loans, Bridging Finance and Structured Finance.
- Identify suitable opportunities within your portfolio to introduce our Ultimate Finance product suite.
- Understand and take ownership of our Debtor Protection product, ensuring adherence to procedures including updating of limits, overdue reporting and charging.
- Monitor, arrange and process funding for the customers, in accordance with current authority levels and disbursement tariffs.
- Prepare for and attend monthly portfolio reviews, with our Risk Manager.
- Monitor and analyse data and act upon the information as required.
- Ensure all client covenants are adhered to and take action/escalate where necessary.
- Obtain and review customers’ management / audited accounts and input relevant information into a financial analysis spreadsheet.
- Create visit reports in line with company policy and in a timely manner.
- Customer focussed & people centric
- Strong communicator
- Ability to problem solve
- Self‑motivated
- Team player
- Committed & confident
- Adaptable
- Values driven
- Organised and proactive
- Knowledge of invoice financing would be beneficial
Relationship Manager in Leeds employer: Ultimate Finance
Contact Detail:
Ultimate Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land that dream job. Have a clear, concise summary of who you are and what you bring to the table ready to go.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows you're genuinely interested and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from our site. It shows initiative and gives you a better chance of being noticed by our hiring team.
We think you need these skills to ace Relationship Manager in Leeds
Some tips for your application 🫡
Know Your Audience: Before you start writing, take a moment to understand who we are at StudySmarter. Tailor your application to reflect our core values of Decency, Enterprise, and Brilliance. Show us how you can build strong relationships and support our clients effectively.
Be Clear and Concise: When detailing your experience, keep it straightforward. Use bullet points where possible to highlight your skills and achievements. We love clarity, so make sure your application is easy to read and gets straight to the point!
Showcase Your Problem-Solving Skills: As a Relationship Manager, you'll need to demonstrate your ability to tackle challenges head-on. Include examples in your application that showcase how you've successfully resolved issues or improved processes in previous roles.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at Ultimate Finance
✨Know Your Clients Inside Out
Before the interview, research the company’s client base and the industries they operate in. Be prepared to discuss how you would approach understanding their specific needs and how you can add value to their businesses.
✨Demonstrate Strong Communication Skills
As a Relationship Manager, communication is key. Practice articulating your thoughts clearly and confidently. Think of examples where you've successfully built relationships or resolved conflicts, as these will showcase your skills effectively.
✨Showcase Your Problem-Solving Abilities
Prepare to discuss scenarios where you've identified customer needs and provided practical solutions. Highlight your ability to think on your feet and adapt to changing circumstances, which is crucial for this role.
✨Emphasise Your Knowledge of Financial Products
Brush up on the various financial products mentioned in the job description, especially Invoice Finance. Be ready to explain how you would leverage these products to meet client needs and support their growth.