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For Companies At a Glance
- Tasks: Manage and grow client relationships while providing tailored financial solutions.
- Company: Dynamic company gaining market share with a focus on client nurturing.
- Benefits: Competitive salary up to £50k plus car allowance and professional development.
- Why this job: Join a forward-thinking team and make a real impact in portfolio management.
- Qualifications: Experience in Invoice Discounting or Factoring and strong credit management skills.
- Other info: Opportunity for mentorship and career growth in a supportive environment.
The predicted salary is between 42000 - 58000 £ per year.
Base pay range
Up to £50k + car allowance
Job Title
Relationship Manager (Portfolio Management)
Location
Bristol, 3–4 days a week in the office.
About the company
the UK and has developed expertise across various industry sectors. With a strong ethos of nurturing clients and providing tailored factoring solutions, they are gaining significant market share from traditional banks and factoring providers. You will manage a portfolio of clients and report to the COO.
Responsibilities
- Manage and grow client relationships in line with credit and risk policies.
- Provide proactive, high-quality client solutions.
- Mentor Account Executives and review portfolio performance.
- Conduct regular credit reviews and support monthly portfolio meetings.
- Handle payment requests, overpayments, and risk escalations.
- Support revenue retention and business development.
- Underwrite new deals within authority levels and SLAs.
Requirements
- Experience in Invoice Discounting or Factoring.
- Strong credit and risk management skills.
- Proven success in portfolio management and client relationships.
- Independent, proactive, and highly organised.
- Excellent communication and team leadership skills.
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Relationship manager (portfolio management) employer: Vargo Group
Contact Detail:
Vargo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship manager (portfolio management)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and portfolio management 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 by practising common questions related to client relationship management and credit risk. We recommend role-playing with a friend or using online resources to get comfortable. The more you rehearse, the more confident you'll feel when it’s time to shine!
✨Tip Number 3
Showcase your success stories! When discussing your experience, highlight specific examples of how you've managed portfolios or improved client relationships. We want to see those numbers and results – they speak volumes about your capabilities!
✨Tip Number 4
Don’t forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make that connection!
We think you need these skills to ace Relationship manager (portfolio management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in portfolio management and client relationships, as these are key for us at StudySmarter.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Relationship Manager role. Share specific examples of how you've successfully managed client portfolios in the past.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, make sure your application is clear and concise. We want to see how you articulate your thoughts and ideas, so keep it professional yet personable.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Vargo Group
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the portfolio management process. Be ready to discuss your previous experiences with managing client relationships and how you've successfully navigated credit and risk policies.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've provided proactive solutions for clients in the past. Think about specific scenarios where you turned a challenging situation into a success story, as this will demonstrate your ability to handle the responsibilities of the role.
✨Demonstrate Leadership Qualities
Since mentoring Account Executives is part of the job, be prepared to talk about your leadership style. Share instances where you've guided team members or improved team performance, highlighting your communication skills and ability to inspire others.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the company's approach to client retention or how they measure success in portfolio management. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
