Relationship Manager- Invoice Finance- South East

Business Money Promotions Ltd; Essex; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading provider of financial services is seeking a Relationship Manager for their Invoice Finance team in the South East. This home-based role entails managing client portfolios, ensuring compliance, and delivering superb customer service. The ideal candidate will possess experience in risk management and client interactions, driving successful outcomes and building strong client relationships.

Benefits

Market-leading salary

Bonus

Excellent benefits

Qualifications

• Proven track record in managing client portfolios in financial services.
• Familiar with CRM and risk management systems.
• Self-motivated and well-organized.

Responsibilities

• Manage a portfolio of clients through periodic reviews and ensure compliance.
• Identify and maintain appropriate exit strategies for clients.
• Develop and maintain a network of business connections.

Skills

Client Relationship Management

Risk Management

Communication

Tools

CRM Systems

Risk Management Systems

Job description

Relationship Manager - Invoice Finance - South East

Our client, a leading provider of financial services to UK businesses, is seeking a Relationship Manager to join their Invoice Finance team in the South East.

This home-based role reports to a regional office in Essex and involves managing a portfolio of clients through periodic reviews, analysis of Management Information, and ensuring compliance with client operating conditions.

You will be responsible for managing risk effectively while delivering excellent customer service, building strong relationships with clients and prospects.

Key Responsibilities:

• Review documentation to understand clients' risk profiles and fulfill operating conditions.
• Identify and maintain appropriate exit strategies for each client.
• Proactively manage client relationships.
• Ensure a smooth onboarding process.
• Develop and maintain a network of business connections.
• Coordinate with internal teams to manage risk and provide excellent client service.

The ideal candidate will have a proven track record in managing client portfolios and risk management within financial services. They should be self-motivated, well-organized, and familiar with CRM and risk management systems. A full driving license is required.

The role offers a market-leading salary, bonus, and excellent benefits.

For more information, contact us at 01625 522 774 or email [e-mail].