Portfolio Manager

Close Brothers Group; Leeds; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading UK merchant banking group is seeking an individual to join their Property Team, focusing on client account management and compliance. The ideal candidate will possess strong customer relationship skills, time management, and a collaborative mindset. Responsibilities include conducting due diligence on loan facilities, maintaining customer records, and supporting Credit Committee preparations. This role offers hybrid working options within an inclusive environment that promotes work-life balance.

Qualifications

• Proven experience in building and maintaining strong customer relationships.
• Self-driven approach with excellent time management skills.

Responsibilities

• Carry out thorough due diligence on newly approved loan facilities.
• Take ownership of your Line Manager’s loan portfolio.
• Keep customer account records up to date in the Lending System.
• Join internal and external meetings capturing key points.
• Support the preparation of Credit Committee papers.

Skills

Building customer relationships

Time management

Collaboration

Microsoft Excel

Tools

Microsoft Office

Job description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Property Teamand make a real impact. You will play a key role in managing client accounts and building strong relationships with professionals, using your initiative to find practical solutions whenever opportunities arise. As part of our collaborative Property team, we are looking for someone who brings experience in maintaining full compliance and keeping records accurate and up to date. If you have excellent communication skills, a proactive mindset and a professional approach, we would love to hear from you.

RESPONSIBILITIES

• Carry out thorough due diligence on newly approved loan facilities, making sure every lending requirement is met and all credit controls and procedures are followed with care.
• Take ownership of your Line Manager’s loan portfolio, ensuring payments are processed and receipts recorded promptly and accurately.
• Keep customer account records up to date in the Lending System, safeguarding the integrity of the Bank’s data and working closely with colleagues in Credit, Finance and Operations.
• Join internal and external meetings alongside your Line Manager, capturing key points, preparing minutes and producing clear follow-up actions and correspondence.
• Support the preparation of Credit Committee papers and attend meetings to seek approval for new facilities, renewals and portfolio amendments and presenting papers.
• Draft and issue Facility, Amendment and Renewal Letters, following up to ensure everything is completed smoothly.
• Prepare payments for authorisation at the completion of new facilities or for stage and interim payments, confirming that all lending parameters and special requirements have been addressed and signed off by the right people.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE / ARE :

• Proven experience in building and maintaining strong customer relationships.
• Self-assurance in prioritising tasks and managing your own workload, even when things get busy.
• A self-driven approach with excellent time management skills.
• A collaborative mindset and the ability to work effectively as part of a team.
• Solid knowledge of Microsoft Office applications, especially strong skills in Excel.

We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.