Relationship Manager

Close Brothers Group; England; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading UK merchant banking group is seeking a self-driven sales person to join their Asset Finance team. The role involves identifying business opportunities and managing client relationships in the Construction and Recycling sectors, ensuring compliance with financial regulations. Candidates should have experience in asset finance sales and excellent negotiation skills. This is a field-based role with opportunities for hybrid working.

Qualifications

• Experience in a customer-facing, Asset Finance sales environment.
• Proven track record of meeting or exceeding sales targets.
• Ability to plan and manage own activities and contact strategy.

Responsibilities

• Identify, pursue and convert new business opportunities.
• Build and maintain strong, long-lasting relationships with customers.
• Manage the end-to-end sales cycle and service delivery.
• Serve as a knowledgeable finance partner.
• Negotiate terms of agreements and close sales.
• Maintain accurate records of customer interactions.
• Work collaboratively with the Risk function to ensure alignment of objectives.
• Prepare comprehensive credit applications for lending decisions.
• Adhere to Governance and Compliance requirements.

Skills

Customer-facing experience in Asset Finance sales

Strong interpersonal skills

Sales driven and planning capabilities

Strong business and financial acumen

Excellent sales and negotiation skills

Valid UK drivers licence

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 our expert team at Close Brothers Asset Finance, where you'll play a key role in growing our footprint within the Construction & Recyclingsectors. As Part of our C&R business, you'll be responsible for meeting ambitious sales targets by providing tailored Asset Finance solutions and related services to businesses across the sector.

This is a field based role, so you'll work from home, being basedsomewhere between South London, Surrey & West Sussex, so you can work effectively in that given territory. The role involves significant amounts of travel, so a valid drivers licence is required.

RESPONSIBILITIES

• Proactively identify, pursue and convert new business opportunities to consistently meet or exceed sales targets.
• Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions to foster repeat business.
• Manage the end-to-end sales cycle including ensuring timely and precise service delivery and providing customers with the relevant information to close the deal.
• Serve as a knowledgeable and credible finance partner by staying informed of relevant products, market trends, customer needs and competitive landscape.
• Act as a liaison between the company and its existing and prospective markets, negotiating terms of an agreement and closing sales while gathering valuable market and customer insights.
• Maintain accurate and up to date records of customer interactions, ensuring all compliance with both internal policies and external regulatory requirements.
• Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the Close Brothers Group.
• Prepare comprehensive and well-structured credit applications to support informed lending decisions for customers.
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
• Ensure you operate within the context of the FCA regulations at all times and that the Treating Customers Fairly initiative is fully adhered to.

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

• Experience in a customer-facing, Asset Finance sales environment, with a track record of consistently meeting or exceeding targets
• Strong interpersonal skills and ability to effectively communicate at all levels
• Sales driven with an ability to plan and manage own activities and contact strategy
• Strong business and financial acumen
• Excellent sales and negotiation skills
• Valid UK drivers licence

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE :

• Some knowledge of the Construction & Recycling industries (with a focus on asset / equipment expertise)
• Ability to analyse and interpret financial information

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

For roles offering hybrid working : 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.