At a Glance
- Tasks: Originate and manage lending opportunities in property finance while building strong client relationships.
- Company: Join a leading bank with a commitment to integrity and customer satisfaction.
- Benefits: Competitive salary, career growth, and a supportive work environment.
- Other info: Opportunity to work in a dynamic environment with a focus on equality and respect.
- Why this job: Be a trusted advisor and make a real impact in the property finance sector.
- Qualifications: 5+ years in UK property finance with strong communication and negotiation skills.
- Originate new lending opportunities in property finance (Buy to Let, Development and Trading Business loans) through establishedrelationships with clients and brokers.
- Identify and target high-potential customer segments across lending and deposits.
- Build and maintain strong relationships with property investors, developers, brokers and corporate clients.
- Act as a trusted advisor delivering tailored, risk-aligned lending solutions.
- Own and grow a portfolio of clients with accountability for revenue, performance, and retention.
- Maintain and convert a strong deal pipeline.
- Evaluate borrower profile, asset quality, and repayment capacity.
- Prepare and present credit proposals after completing due diligence.
- Drive transactions through to execution working with internal stakeholders.
- Structure transactions including pricing, leverage, and covenants.
- Manage portfolio performance, monitoring covenants and risks.
- Conduct annual reviews and manage early warning signals.
KEY Performance Indicators (KPIs)
- Client acquisition and retention
- Compliance adherence
Conduct Rule Regime
Conduct Rules
- You must act with integrity
- You must act with due care, skill, and diligence
- You must be open and cooperative with the FCA, the PRA and other regulators
- You must pay due regard to the interests of customers and treat them fairly
- You must observe proper standards of market conduct
- You must act to deliver good outcomes for retail customer.
Skill/Competencies Required for the Role
- 5+ years in UK property finance
- Proven origination track record
- Strong market knowledge
- Established broker and client relationships
- Strong communication and negotiation skills
- Banks reserves the right to alter, add or delete the content of the Job Description at any point of time without altering the generalcharacteristics of the overall responsibility.
- Reasonable adjustment will be considered as required by the equality Act.
- The duties described in this job description must be carried out in a manner which promotes the equality of opportunity, dignity, anddue respect to all employees as per Bank’s policy.
*** NEW JOB *** Relationship Manager employer: Wintermann Search
As an international bank, we pride ourselves on fostering a dynamic and inclusive work environment that prioritises employee growth and development. Our Customer Service Associates benefit from comprehensive training, competitive remuneration, and a supportive culture that encourages collaboration and innovation. Located in a vibrant area, our branch offers unique opportunities to engage with diverse clientele while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land *** NEW JOB *** Relationship 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.
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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.
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Don’t shy away from reaching out directly to firms like Wintermann Search. 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 *** NEW JOB *** Relationship 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 Wintermann Search.
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 Wintermann Search'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 Wintermann Search
✨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 Wintermann Search.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Wintermann Search 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 Wintermann Search 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.
