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- Tasks: Source and assess investment proposals for the Development Bank, ensuring robust due diligence.
- Company: Join a dynamic Development Bank focused on supporting SMEs with flexible working options.
- Benefits: Competitive pay, professional development, and opportunities to make a real impact.
- Other info: Great networking opportunities and a chance to contribute to meaningful financial solutions.
- Why this job: Be at the forefront of SME finance and help businesses thrive in your community.
- Qualifications: Experience in investing or lending, strong communication skills, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
The investment executive is responsible for sourcing and appraising applications for investments into the Development Banks. Investments will be made under commercial terms and in accordance with the investment criteria set by the Development Bank. Loans of up to £100,000 can be made.
Main duties and responsibilities:
- Source and appraise investment proposals. Typically, investments will be unsecured so an ability to understand underlying cashflow assumptions and to properly assess these is paramount.
- Deliver against investment and yield targets.
- Conduct thorough and robust management, financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment.
- Negotiate terms and conditions relating to legal documentation for placing investments.
- Prepare investment reports for credit sanction.
- Ensure completion of legal documentation.
- Contribute to the operation of the Development Bank as a professional fund management company and provider of risk capital to start-up and existing businesses, in accordance with the terms of approval from Public Sector bodies and European Regional Development Funds (ERDF).
- Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity.
- Liaise closely with the portfolio team post investment and support as required to maintain the relationship with the investee company and facilitate additional investments as appropriate.
- Disseminate examples of best practice for applying to the fund to key business introducers and ensure that the application process is continually refined and improved to provide the best possible client service.
- Develop and maintain links and networks with key business introducers and intermediaries to source suitable investment opportunities.
- Participate and represent the Development Bank, where appropriate, at meetings, seminars, events and joint group activities.
- Operate under delegated authority limits and Investment Operational Guidelines.
- Contribute to marketing/promoting the Development Bank.
- Consideration and awareness of the FCA Consumer Duty at all times to ensure we deliver good outcomes to our customers by acting in good faith, avoiding foreseeable harm and to enable and support our customers to pursue their financial objectives.
- To ensure our vulnerable customers are treated fairly and that our products and services meet the needs of vulnerable customers in our target market.
- Any other task as may be defined by the fund manager to meet the operational needs of the department.
Knowledge, skills, abilities and experience:
Essential:
- Some experience in investing or lending to SMEs.
- Previous experience of credit report preparation.
- Understanding of risk assessment and investment processes and procedures.
- Strong communication, influencing and interpersonal skills.
- Able to work independently and as part of a team.
- Confident in own decision making skills.
- Ability to prioritise and organise work under pressure.
- Attention to detail.
- Experience of analysing financial information.
- Established network of introducers with Welsh SME space.
Desirable:
- Knowledge and understanding of the role of the public sector in SME finance.
- Understanding of the regional business environment.
- Welsh speaker (for roles based in Wales).
- Driving licence.
- IT literate to include the use of Word, Excel, PowerPoint.
Relationship Manager in Wales employer: Vargo Group
Contact Detail:
Vargo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager in Wales
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, seminars, and workshops related to investment and finance. Building relationships with key business introducers can open doors to opportunities that aren’t advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in investing or lending to SMEs. Share specific examples of how you've assessed risks and made successful investment decisions to demonstrate your expertise.
✨Be Prepared for Interviews
Research the company and its investment strategies before your interview. Be ready to discuss how you would approach sourcing and appraising investment proposals, and don’t forget to prepare questions that show your interest in their operations and goals.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Relationship Manager in Wales
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Relationship Manager role. Highlight your experience in investing or lending to SMEs, and don’t forget to mention any relevant skills that match the job description.
Showcase Your Skills: We want to see your strong communication and interpersonal skills shine through. Use specific examples from your past experiences to demonstrate how you've successfully influenced decisions or built relationships in a professional setting.
Be Detail-Oriented: Attention to detail is key in this role, so ensure your application is free from typos and errors. Double-check your financial analysis examples and make sure they clearly illustrate your understanding of risk assessment and investment processes.
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’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!
How to prepare for a job interview at Vargo Group
✨Know Your Numbers
As a Relationship Manager, you'll need to demonstrate your understanding of financial information and risk assessment. Brush up on key metrics related to investment proposals and be ready to discuss how you would appraise cashflow assumptions during the interview.
✨Showcase Your Communication Skills
Strong communication and interpersonal skills are essential for this role. Prepare examples of how you've successfully influenced stakeholders or negotiated terms in previous roles. This will help you illustrate your ability to build relationships and manage expectations.
✨Research the Development Bank
Familiarise yourself with the Development Bank's mission, values, and recent activities. Understanding their approach to funding and the types of businesses they support will show your genuine interest and help you align your answers with their goals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your decision-making and problem-solving abilities. Think of past experiences where you had to analyse investment opportunities or manage risks, and be ready to explain your thought process and outcomes.