Job Description

Job title: Relationship Manager

Salary: Up to £60k + bonus + benefits
Location: once a week in the office in Cardiff

Vargo is recruiting for a Relationship Manager to support the management of portfolio investments through proactive monitoring of loan facilities and minimising financial risk.

The successful candidate will maintain a strong understanding of portfolio accounts through regular communication and monitoring, escalating higher-risk or high-growth opportunities to the appropriate teams when necessary.

Responsibilities

• Monitor and manage a portfolio of loan investments.
• Work with senior team members to implement suitable monitoring and action plans.
• Maintain regular contact with client businesses to understand their financial performance and business activities, including attending meetings where required.
• Prepare and maintain accurate monitoring records and management information.
• Review financial and commercial information to assess portfolio performance and identify potential risks.
• Carry out financial, commercial and management due diligence for follow-on investment opportunities.
• Provide balanced recommendations for additional funding requests where appropriate.
• Identify opportunities to support portfolio clients through referrals to advisers, consultants and business support organisations.
• Promote a professional and positive reputation within the market.
• Deliver a high standard of customer service in all internal and external interactions.
• Ensure compliance with FCA Consumer Duty requirements and support fair outcomes for all customers, including vulnerable customers.
• Undertake additional duties as required.

Requirement:

• Ability to assess investment proposals and produce balanced recommendations.
• Experience within a relationship management role in banking or a similar financial services environment.
• Strong financial analysis skills and experience reviewing financial information to a high standard.
• Relevant professional qualification or industry experience within banking or accountancy.
• Full driving licence.

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