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Client portfolio director – Surrey

Business Money Promotions Ltd

England

On-site

GBP 125,000 - 150,000

Full time

30+ days ago

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Job summary

A leading asset-based lending company is seeking a motivated individual to manage a portfolio of high-value lending relationships. Responsibilities include client service, risk management, and financial analysis. Ideal candidates will possess in-depth knowledge of asset-based lending and strong deal structuring skills. An excellent salary and benefits package is offered. Contact Rob Milner for more information.

Benefits

Excellent basic salary
Range of additional benefits

Qualifications

  • In-depth working knowledge of asset-based lending.
  • Ability to review complex business proposals.
  • High level of financial acumen.

Responsibilities

  • Manage a portfolio of high-value lending relationships.
  • Ensure client service and retention.
  • Identify business trends and risk indicators.
  • Provide full transparency on account activity.

Skills

Asset-based lending knowledge
Deal structuring skills
Financial acumen
Interpersonal skills
Risk management
Job description

An outstanding opportunity has arisen to join one of the UK’s fastest growing and well-regarded asset-based lending providers.

Reporting to the company’s UK head office in Surrey, you will be responsible for the day-to-day management of a small portfolio of high-value asset-based lending relationships with individual facilities typically ranging from £5m to £25m.

Key areas of responsibility will include the following:

  • Primary responsibility for the portfolio of clients.
  • Balanced client service, retention, income generation, and risk management.
  • Identification of business trends and early risk indicators, managing exposure and exit strategies.
  • Ensure detailed operational and relationship excellence is adhered to.
  • Provide client service support and full transparency on account activity.
  • Strong inter-personal skills and a dedication to precision and execution.

The successful candidate will be able to display an in-depth working knowledge of asset-based lending, in addition to advanced deal structuring skills and a high level of financial acumen, which will include the ability to review and analyze complex business proposals and financing requirements relating to large corporate businesses.

You will need to be a self-starter, highly motivated team player, and be able to match the organisation’s appetite for growth whilst sharing its risk philosophy in a highly competitive business environment.

In return, the successful candidate will be rewarded with an excellent basic salary plus a range of additional benefits.

Contact: Rob Milner, Managing Director, M2 | Professional Recruitment Services Ltd, rmilner@m2recruit.co.uk, www.m2recruit.co.uk, Tel: 01625 522774.

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