At a Glance
- Tasks: Manage client relationships and oversee a diverse portfolio in a fast-paced funding environment.
- Company: Join an international financial services business with a focus on innovation and growth.
- Benefits: Competitive salary up to £60k, car allowance, hybrid work, and additional perks.
- Other info: Dynamic role with opportunities for professional development and team leadership.
- Why this job: Make a real impact by enhancing customer engagement and driving portfolio performance.
- Qualifications: Experience in financial services, strong relationship management, and analytical skills required.
The predicted salary is between 60000 - 60000 £ per year.
Job Description
Vargo is seeking an experienced Portfolio Manager for an international financial services business.
You will oversee a diverse portfolio of funding clients, ensuring strong customer relationships, effective risk management, and long-term facility performance.
This role combines client relationship management, portfolio oversight, team leadership, and commercial decision-making within a fast-paced funding environment.
Responsibilities
- Manage and develop relationships across a portfolio of clients, identifying opportunities to enhance customer engagement, retention, and overall facility performance.
- Support and guide operational colleagues to ensure a high standard of service delivery across assigned accounts.
- Carry out regular portfolio reviews with Client Managers, evaluating client performance, facility utilisation, and potential risk exposures.
- Contribute to the achievement of individual and team targets, supporting performance improvement and professional development initiatives.
- Assist with business development activities, including engagement with prospective clients and oversight of new client onboarding processes.
- Attend client meetings and site visits, facilitating successful onboarding and ensuring a seamless handover from sales to relationship management.
- Assess financial and operational information such as sales ledgers, contractual agreements, management accounts, and cashflow projections to determine funding suitability and risk levels.
- Handle client concerns and complaints professionally, ensuring issues are escalated appropriately and managed in accordance with internal policies and regulatory requirements.
- Discuss and agree funding arrangements, pricing structures, and facility amendments that support both client needs and commercial objectives.
- Provide cover and operational assistance during periods of absence within the team to maintain service quality and compliance standards.
- Implement appropriate risk management strategies, including recovery plans and exit processes where necessary.
- Establish and maintain trusted client relationships, acting as a key point of contact and delivering a consistently high level of customer service.
Requirements
- Experience working within Invoice Finance, Asset-Based Lending, or the wider Financial Services sector.
- Proven background in managing customer relationships within a lending or funding environment.
- Experience leading, mentoring, or coaching operational teams, including Credit Control professionals.
- Strong commercial judgement with the ability to identify, assess, and manage risk effectively.
- Strong analytical ability with confidence interpreting financial information and data.
- #LI-PB1
Portfolio Manager employer: Vargo Group
Vargo Group is an exceptional employer in North Wales, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful projects that support local businesses. With a strong emphasis on work-life balance and community engagement, Vargo Group stands out as a rewarding place to build a career in investment management.
