11894 relationship manager jobs found

Client Relationship Manager required at a mortgage broker, wealth management and accountancy firm based in Taunton, TA1. £24,000 - £26,250 per annum, depending on experience Monday – Friday, with 4pm finish on Fridays Central Taunton location, accessible by public transport or free parking Comprehensive induction programme Annual salary review Annual bonus scheme up to 5% Study support both financially and time to study during the working day (10 hours per month) Unlimited holiday allowance (subject to business needs) On-site gym 24/7 with showering/changing facilities Bupa EAP 25 days company sick pay Tea/ coffee/ fresh fruit in the kitchen About the job Opening and closing of the office as and when required Sort and distribute incoming post and organise outgoing post Pro-actively manage day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process Communicate and work efficiently with...

Senior IFA Administrator – Knutsford Cheshire Up to £28,000 Basic Working hours – Monday to Friday   Are you an experienced financial services professional looking to take on a rewarding role within a dynamic and client-focused environment? Are you looking to become established and progress by obtaining industry qualifications ?   We are seeking a Senior (IFA) Administrator to join our dedicated team.   As a Senior IFA Administrator, you will play a crucial role in providing comprehensive support to our team of Financial Advisors and ensuring the smooth running of our financial services practice.      Responsibilities: Client Management: Interact with clients in a professional and courteous manner Documentation and Compliance: Prepare and review documentation related to client accounts, ensuring all files and records are accurate and compliant with relevant regulations and company policies. Investment and Financial...

This position is a telephone-orientated role** We are looking for a Client Relationship Manager to join our client, a global outsourcing company, which operates within the Financial Services sector. Notable requirements/benefits – • Financial Services/Wealth Management experience is desirable • 8 weeks in office training, followed by a hybrid working model – 1-2 days based in the Stirling office (free parking) • Core and bank holidays, plus flexible time-off policy – no cap on the number of holidays. Business needs dependant. • Pension • Life Cover/health and wellbeing policy – access to GP apps, medical specialists, counsellors, financial guidance, health and nutrition support The main purpose of the role is to take control of any complex issues/non-standard enquiries flagged by high-profile or key Partners and take personal responsibility to see issues through to resolution - this position is a telephone-orientated...

Kenton Black are delighted to be working with a well-respected top 20 accountancy practice currently looking for a Lead Client Relationship Manager to join their Salford Office. As a Lead Client Relationship Manager, you will play a crucial role that oversees the daily operations of the practice and work closely with the Directors to drive the firm’s growth and development. This is an exciting opportunity for you to take ownership of the role and responsibilities and be an integral part of the next phase of this newly acquired practice. You will receive structured support from the overseeing Associate Director dependent on your experience as well as the opportunity to develop your leadership and management skills through their many fantastic training programmes. As Lead Client Relationship Manager you will have the following skills:- -A strong practice background as well experience in a client manager role or significant previous experience in an Assistant Manager role...

Supplier Relationship Manager London, Hybrid Setting (2 days a week in the office, 3 days a week WFH) 9-month initial contract (Scope to extend) £625 per day, Umbrella - Inside IR35 My high-profile banking client is looking for an Exit Manager to come and join their Service Operating Environment team on a 9-month initial contract. The role will be based in our client's London's office, under a hybrid setting of 2 days a week in the office, 3 days a week working from home. About the role: As an Exit Manager, you will be responsible for ensuring a smooth exit of the services from our existing outsource suppliers. You will actively manage the exit whilst ensuring that all aspects of the current service standards and contractual requirements are maintained during the transition period. You will hold our outsource suppliers to account for the services, including service levels, KPI's and performance objectives throughout the exit plan to protect the live...

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 Finance team where you will need to maximize the amount of profitable new business generated from direct proposals and the portfolio of existing Close Finance (‘CFCI’) clients in Jersey. This is to be achieved through proactive sales activity and the provision of high levels of customer service. Each Client Relationship Manager (‘CRM’) will be responsible for the management and retention of the direct customer base of CFCI. To be successful in the role you must be a self-motivated, sales led individual who possesses excellent planning and organisational skills. You need to be a good communicator with strong influencing and debt structuring...

Senior Relationship Manager Our well established client in the Financial Services sector based in Manchester are seeking a Senior Relationship Manager to join their team as soon as possible on a permanent basis with a salary of £65,000 on offer. This role comes with a great perks package including private healthcare, generous holiday. What does the role entail? As a Senior Relationship Manager you will primarily be responsible for driving profitable volume growth through value added sales and service of Commercial / SME customers, targeting and managing assigned portfolios of customers within the commercial credit business segments. The key challenge in this role is to manage both existing and grow new corporate portfolios and to read early warning signs that could affect the portfolio health. What skills will you have? The ideal candidate for this Senior Relationship Manager position will be highly capable of carrying out the duties listed above as well as having 5...

Key Account Manager The Q Solutions Key Account Manager (‘KAM’) will be responsible for the ongoing performance and growth of a key broker account which has a national presence across the UK. The KAM will spend time in the broker branches building relationships and product awareness, discussing performance, and developing new business opportunities. In addition, the KAM will manage a pipeline of new business opportunities both through in-person conversations and workshops, and remotely via telephone engagement. You will be personable, possessing a strong technical understanding of commercial insurance with the ability to build strong broker relations and generate new business. You’re joining an exciting new business within Q Underwriting, Q Solutions; you’ll be a key part of the Q Solutions story and will be recognised for your contribution to this new venture. We are part of the PIB Group and so an exciting and fast-paced career with exceptional...

One of the most reputable and fastest growing Invoice Finance lenders in the UK market is looking for an experienced Relationship Manager to join their Midlands division. This is an exciting opportunity for an established RM to build manage and develop a key portfolio. Package: 41k - 50k + 6k Car Allowance  Location: Birmingham (Hybrid) What you'll be doing:  Manage a large portfolio of clients, plus smaller clients to be managed day to day by the Client Executive. Have a good relationship and thorough understanding of the businesses within your portfolio. Sanctioning of overpayments, credit limits and high involvement requests. Sanctioning bi-monthly verifications carried out by CE on all choccs and confidential accounts in line with the schedule. Overview of full-service verifications and liaise with credit controllers and client regarding any concerns. Reviewing YTD stats highlighted by CE on monthly basis. Ensuring that second verifications has been...

Due to Business growth we have a new opportunity for an Assistant Relationship Manager in our Corporate Agribusiness Team Support a diversified high value portfolio within our Agribusiness Team Open to candidates based in Sydney Metro and Regional NSW How will I help? Rock-solid relationships are at the heart of every Commercial banking decision we make. In this strategic role you’ll work closely with Senior Relationship Managers across an Agribusiness portfolio to make sure those connections a… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Due to Business growth we have a new opportunity for an Assistant Relationship Manager in our Corporate Agribusiness Team Support a diversified high value portfolio within our Agribusiness Team Open to candidates based in Regional QLD and Brisbane Metro How will I help? Rock-solid relationships are at the heart of every Commercial banking decision we make. In this strategic role you’ll work closely with Senior Relationship Managers across an Agribusiness portfolio to make sure those connections… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Specialist Assistant Relationship Manager position in our growing Healthcare Business Great opportunity for candidates with experience in Business Lending to move into an Industry specialisation role. Also open to candidates with 3 years accounting experience Melbourne CBD based How will I help? Rock-solid relationships are at the heart of every Commercial banking decision we make. In this strategic role you'll work closely with Senior Relationship Managers & Relationship Directors in a Special… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Specialist Assistant Relationship Manager position in our growing Healthcare Business Great opportunity for candidates with experience in Business Lending to move into an Industry specialisation role. Also open to candidates with 3 years accounting experience Melbourne CBD based How will I help? Rock-solid relationships are at the heart of every Commercial banking decision we make. In this strategic role you’ll work closely with Senior Relationship Managers & Relationship Directors in a Special… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Administrator / Client Relationship Manager Salary £28,000 (no experience in Financial Planning Administration) Salary £30,000 (2 years + experience in Financial Planning Administration) Bonus opportunities available Hours: Monday to Thursday 08.30 - 17.00 & Friday 08.30 - 15.00 Our client is an established Financial Planning company based in Luton. We have a fantastic opportunity for a Client Relationship Manager to join a friendly and professional team. Client Relationship Manager: The CRM role is designed to offer financial planning administrative support to the Financial Planner and clients. It is a back-office role which includes diary management for the Financial Planner, however the role is highly customer service focused. The CRM helps to maintain the client relationship, while actioning tasks including the submission of business, and ensuring that all work is recorded, MI is up to date, processes are followed and completed to a high standard....

Relationship Manager - Corporate - Home based covering South  Bibby Financial Services have an exciting opportunity available for a reliable Corporate Relationship Manager to join our team on a home based contract, managing our clients based in the South. Travel will be required. You will join us on a full time, permanent basis and in return, you will receive a competitive salary and great benefits. We’ve supported small and medium-sized enterprises (SMEs) since 1982 and today we support more than 9000 businesses worldwide. We are proud to help businesses, both big and small to grow and thrive in domestic and international markets. Why us? We’re in the business of relationships. Whether working together or supporting our clients, that’s what makes us stand out from the crowd. We know our value lies in our brilliant people, It is fast-paced and varied, and we can handle it. We trust each other, take ownership, work flexibly, have...

Relationship Manager, North West (Lancashire) £30,000 - £35,000 + Excellent Benefits Package We are actively looking to speak with candidates currently working within the banking / finance space up in the North West, ideally located locally to the Wigan/Chorley/Preston/Blackburn or perhaps NW Manchester area, to discuss a role as a Loan Manager working within the corporate loan space. This is a fantastic opportunity and time to join a business who are growing, able to provide a level of training and support for the right people, and to be part of a friendly and well placed business that works across various loan types both in the UK and across Europe. Preferred candidates will be those perhaps currently working within a relationship management type function, who have excellent communication skills, and strong general admin skills relating to loan management. On offer will be a salary in the region of £30,000 - £35,000, plus a great benefits package and...

The Skills You'll Need: Solid relationship management experience in corporate banking. Your New Salary: Competitive, depending on experience Location: Central London Job status: Permanent Start date: ASAP What You'll be Doing Each Day: * Provide comprehensive support to the Corporate Banking Department to achieve departmental objectives and meet targets. * Work with both the Head of Corporate Banking and colleagues, facilitate cross-border communication with both Chinese and multinational companies, with quality products and services. * Provide advice to clients, negotiate and structure products and services that meet clients’ needs, prepare and present credit proposal/credit analysis reports for the bank. * Assist clients with a wide range of requests as a direct point of contact. * Initiate credit proposal, follow up the whole credit approval process of the Bank (including approval from Head Office if necessary) and implement post lending management for the...

Relationship Manager Our Central London client in the Financial Services sector is seeking a Relationship Manager to join their team as soon as possible on a permanent basis with a salary of up to £60,000 on offer. This role comes with a great perks package including private healthcare, generous holiday and the opportunity to earn bonus too. What does the role entail? As a Relationship Manager you will be primarily responsible for driving profitable volume growth through value added sales and service of Commercial / SME customers. You will target and manage an assigned portfolio of customers within the commercial credit business segments. The key challenge in this role is to manage both existing and grow new corporate portfolios and to read early warning signs that could affect the portfolio health. You will also be coaching and training RSO'S, customer networking and managing client appointments, negotiating client proposals for assets and deposits as well as managing...

A growing, reputable Commercial Finance Brokerage with experience in helping businesses find the funding they need is looking for a Relationship Manager to join their team in the Midlands. You will be based in the Midlands area and forging new business opportunities as well as building relationships with clients in that region. Your key responsibilities: Assessing and analysing deals where clients require debt financing, ensuring thorough evaluation and understanding of the client's financial needs. Collaborating with clients to understand their business goals and challenges. Offering comprehensive funding solutions that align with clients long-term objectives. Leveraging banking experience to navigate and negotiate the best financing options for your clients. Expanding your knowledge and expertise in the commercial funding market to explore and adopt diverse funding avenues. Building and maintaining a strong network of industry professionals, including...

To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina The Skills You Need: Relevant UK experience in developing Fund Finance products as well as managing / leading a team. Your New Salary: £90-140k depending on experience + bonus Location: Central London Summary: * Lead the FI team to grow and develop FI function for London Branch. * Build professional working relationship with Head Office to support with day-to-day queries and reports. * Manage the relationship with all AP and Americas Financial Institutions including bank and non-bank institutions, particular in areas such as Treasury and trading. * Execute banking solutions to meet the needs of new and existing Financial Institution clients, * Be registered as a London branch Certified Person with regards contacting and dealing with customers Key result areas * Performance and achievement against branch and department KPI’s. * Ensure compliance with all branch and...