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The Role The Relationship Manager is responsible for proactively managing client relationships, seeking new opportunities and determining a strategy to effectively manage risk and maximise our client's lifecycle. Relationship Managers are also responsible for managing and supporting the development of Portfolio Executives. The Responsibilities Monitor client's financial performance to identify opportunities and risk. Build your own network of professional advisors and accountants in the midmarket space Complete facility reviews, underwriting, risk frameworks and client visits as determined by the client's status. Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client's lifecycle. Develop and maintain your own network of business connections in the local area. Raise the profile of and maintain the reputation of the business, whilst demonstrating our values and key behaviours. Complete proactive analysis and understanding ofthe client's business. Deliver excellent standards of customer service. Prepare clientfiles to support client reviews for increasing, extending or exiting of facilities. Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external. Monitor and report on client risk management, escalating concerns as necessary. Work collaboratively to improve & maintain operational efficiency. The Requirements You will be required to travel for client visits, attend events and other offices - these may include an overnight stay. Relationship Manager experience with the ability to manage credit risk and a diverse portfolio of lending facilities. A strong understanding of accounting principles and their practical application. Experience of running high value portfolios in the SME and mid-market space, with average client borrowings of >£1 million Strong customer service and communication skills. The Benefits 28 days annual leave, plus bank holidays. An employer pension contribution of10% of your base salary. Access to a range of gym & retail discounts and perks. Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance Programme. Death-in-Service benefit offour times your salary. Salary sacrifice scheme to purchase an electric car. Bonus - dependent on personal performance.
Meraki Talent are supporting a Financial Services firm, who are looking to appoint a Relationship Manager within their Glasgow offices. As part of this role you will be instrumental in managing and developing strong working relationships with various third party providers, while ensuring all aspects of administration are in line with set regulatory guidelines. Key duties will include; Managing third party administration relationships Producing and interpreting Management Information (MI) Analysing MI data to interpret trend and forecasts Preparing for and attending governance meetings Making recommendations following governance meetings Ensuring Risk & Control Frameworks are adhered too Managing breaches and investigating incidents and preparing for audit Reviewing process maps Cascade information to the wider business in a clear and concise manner Applicants should have come from a Financial Services background, where you can demonstrate strong leadership skills, along with sound analytical skills. Additionally, applicants should be able to manage and nurture third party relationships, ensuring first class communication lines between these. It is essential you are able to work under pressure and in line with regulatory guidelines making recommendations as necessary. This is an excellent opportunity to join an expanding function, where hard work is recognised. Adopting a hybrid approach to work, this role offers flexibility. Attractive salary, along with an enhanced benefits package. Apply Now Is this job for you? At Meraki, we love recruitment and love words. Is this you? Jennifer wants: Governance, Regulatory, MI, Third Party, Relationship Management 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you." Please see our website page headed Privacy Notice' for an explanation about how we use information we collect about you'