Relationship Manager, Healthcare

Jobtailor; Bristol; On-site; GBP 40,000 - 70,000; Full time

Job summary

Jobtailor is seeking a Banking Professional to work within Commercial Banking Coverage, focusing on Healthcare businesses in the South West. You will manage a portfolio of about 110 Local Healthcare clients, traveling to meet them in person as required and delivering tailored funding and deposit solutions to support growth.

You will identify opportunities, build trusted client relationships, and collaborate with internal teams to provide end-to-end banking services, including lending and

Qualifications

• Proven experience in portfolio management within Healthcare sector and strong client relationships.
• 2-5 years of experience; proven sales experience driving growth.
• Proficiency in analysing and interpreting financial statements; excellent communication.

Responsibilities

• Manage a portfolio of approximately 110 Local Healthcare clients in the South West.
• Travel to clients in person as essential.
• Deliver excellent service and identify tailored funding and deposit solutions to help clients grow.
• Grow the portfolio by attracting high-value clients through becoming the go-to banking professional within the local community.

Skills

Portfolio management

Client relationship building

Sales experience

Financial statement analysis

Effective communication

Collaboration

Proactive initiative

Independent work

Job description

Work within Commercial Banking Coverage and help Healthcare businesses of all types and sizes to prosper by offering the funding, support and reassurance they need to grow.
Manage a portfolio of approximately 110 Local Healthcare clients based in and around the South West.
Travel to clients in person as essential.
Deliver excellent service whilst identifying solutions and strategies to help the clients business prosper.
Support clients with all their banking needs including lending, deposits and a wide range of other services.
Grow the portfolio by attracting high value clients, through becoming the go to banking professional within your local community.

Requirements

• Proven experience in portfolio management within the Healthcare sector, building strong client relationships, driving customer value, and establishing trust at every interaction.
• We’re ideally looking for 2-5 years of experience
• Proven sales experience with the ability to proactively engage new clients, build relationships, and drive business growth
• Proactive and independent, able to take initiative, work efficiently without close supervision, and deliver results in a fast-paced environment
• Proficiency in analysing and interpreting financial statements
• Excellent communication skills to engage and build trust effectively with our clients
• Effective collaboration skills to work within own team and across departments

Core Competencies

Demonstrates expertise in portfolio management within the Healthcare sector, focusing on building strong client relationships and driving business growth through effective communication and collaboration. Proficient in analysing financial statements to support clients' banking needs and deliver tailored solutions.

Highest-signal resume keywords

• Portfolio Management
• Client Relationship Building
• Sales Experience
• Financial Statement Analysis
• Effective Communication

ATS Optimization Keywords

Hard Skills

• Portfolio Management
• Financial Statement Analysis
• Sales Experience
• Business Growth Strategies
• Client Needs Assessment

Soft Skills

• Proactive Initiative
• Independent Work
• Collaboration Skills
• Trust Building
• Customer Value Driving

Industry Keywords

• Commercial Banking
• Healthcare Sector
• Client Engagement
• Lending Services
• Deposits Management