Relationship manager (portfolio management)

Vargo Group; Reading; On-site; GBP 45,000 - 55,000; Full time

Job summary

A staffing and recruiting firm is looking for a Relationship Manager (Portfolio Management) to oversee client portfolios in Reading. The ideal candidate should have experience in invoice discounting or factoring and a strong track record in managing client relationships. Responsibilities include managing client relationships, providing solutions, mentoring team members, and ensuring compliance with credit policies. This full-time position requires excellent communication skills and proactive leadership.

Qualifications

• Experience in Invoice Discounting or Factoring.
• Strong credit and risk management skills.
• Proven success in portfolio management.
• Excellent communication and team leadership skills.

Responsibilities

• Manage and grow client relationships according to policies.
• Provide high-quality client solutions.
• Mentor Account Executives and review portfolio performance.
• Conduct regular credit reviews.
• Handle payment requests and risk escalations.
• Support revenue retention and business development.
• Underwrite new deals within authority levels.

Skills

Credit and risk management

Client relationship management

Proactive leadership

Communication

Job description

Join to apply for the Relationship Manager (Portfolio Management) role at Vargo Group

Base Pay Range

Up to £50k + car allowance

Job Description

Relationship Manager (Portfolio Management)

Location: Reading, 3–4 days a week in the office.

You will manage a portfolio of clients and report to the COO.

Responsibilities

• Manage and grow client relationships in line with credit and risk policies.
• Provide proactive, high-quality client solutions.
• Mentor Account Executives and review portfolio performance.
• Conduct regular credit reviews and support monthly portfolio meetings.
• Handle payment requests, overpayments, and risk escalations.
• Support revenue retention and business development.
• Underwrite new deals within authority levels and SLAs.

Requirements

• Experience in Invoice Discounting or Factoring.
• Strong credit and risk management skills.
• Proven success in portfolio management and client relationships.
• Independent, proactive, and highly organised.
• Excellent communication and team leadership skills.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Sales and Business Development

Industries

Staffing and Recruiting

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