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.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Vargo Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Vargo Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Vargo Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Vargo Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Vargo Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Vargo Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Vargo Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
