Job title: Relationship Manager (Portfolio & Risk)
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Salary from: GBP £43,000.00
Salary to: GBP £50,000.00
Location: Cardiff, UK
Job published: 27-06-2025
Job ID: 34915
Phone number: +447983423888
Contact email: chris.chugg@vargogroup.co.uk

Job Description

Job title: Portfolio Executive

Salary: up to £50,000 + bonus 

Location: Cardiff/remote

 

Vargo is working alongside a well-known financial services business to recruit a Portfolio Executive in North Wales.

 

Responsibilities:

  • Oversee a portfolio of high-risk investments, implementing strategies for effective risk mitigation and optimal returns.
  • Cultivate strong relationships with client businesses, ensuring up-to-date insights into their circumstances.
  • Facilitate third-party support when necessary, actively participating in meetings to drive successful investment recovery.
  • Generate precise documentation for client companies and craft insightful reports on portfolio performance.
  • Assess potential investments in distressed companies, delivering balanced recommendations to senior management.
  • Identify recurring themes/issues to shape future investment and portfolio management strategies.

 

Requirements:

  • Accounting or banking experience
  • Comprehensive understanding of company law, insolvency law, and finance-related regulations.
  • Experience in a financial or numerate environment, with proficiency in analyzing financial information.

 

Benefits

  • Pension plan
  • Annual Bonus
  • 30 days annual leave
  • BUPA health care
  • Dental cover
  • Flexible/hybrid working
  • Other benefit details available on request

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