103 Relationship Managers jobs in the United Kingdom

Relationship Manager

London, London Orla Rose Associates

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Bridging Finance West End, London Full-Time | Permanent Competitive base salary commission About the Opportunity Are you a confident, motivated, and relationship-driven sales professional with a passion for property finance? We are working with a leading specialist lender in the bridging and short-term property finance space, with a strong reputation for fast, flexible lending solutions. We are now seeking a Business Development Executive to join their growing team based in the West End of London. This is an exciting opportunity to become a key player in a high-growth environment, driving new business opportunities and developing strategic relationships across the broker and intermediary market. Key Responsibilities Generate new business by identifying, contacting, and onboarding introducers, brokers, and property professionals. Develop and maintain strong, lasting relationships with a wide network of intermediaries, ensuring repeat business and referrals. Manage the end-to-end sales process from lead generation to deal completion. Work closely with internal credit and underwriting teams to progress applications and ensure deals are completed efficiently. Maintain accurate records of your pipeline using CRM systems, providing regular updates on deal status and performance. Attend industry networking events, expos, and meetings to promote the brand and identify new growth opportunities. Stay abreast of market trends, competitor offerings, and regulatory developments within the specialist lending sector. Key Requirements Experience: Minimum 2 years’ experience in a Business Development, Sales, or Relationship Management role. Experience in bridging finance, property finance, or specialist lending is essential. Strong broker network and established relationships in the property/finance space will be highly advantageous. Skills: Excellent communication and interpersonal skills. Proven ability to hit and exceed targets and KPIs. Commercially savvy with a good understanding of lending criteria and risk. Organised, self-motivated, and capable of working independently. Comfortable managing a busy workload and multiple deals concurrently. Qualifications: A degree is not essential but will be viewed favourably. CeMAP or similar financial qualification is beneficial but not mandatory.
This advertiser has chosen not to accept applicants from your region.

Relationship Manager

London, London Orla Rose Associates

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Bridging Finance West End, London Full-Time | Permanent Competitive base salary commission About the Opportunity Are you a confident, motivated, and relationship-driven sales professional with a passion for property finance? We are working with a leading specialist lender in the bridging and short-term property finance space, with a strong reputation for fast, flexible lending solutions. We are now seeking a Business Development Executive to join their growing team based in the West End of London. This is an exciting opportunity to become a key player in a high-growth environment, driving new business opportunities and developing strategic relationships across the broker and intermediary market. Key Responsibilities Generate new business by identifying, contacting, and onboarding introducers, brokers, and property professionals. Develop and maintain strong, lasting relationships with a wide network of intermediaries, ensuring repeat business and referrals. Manage the end-to-end sales process from lead generation to deal completion. Work closely with internal credit and underwriting teams to progress applications and ensure deals are completed efficiently. Maintain accurate records of your pipeline using CRM systems, providing regular updates on deal status and performance. Attend industry networking events, expos, and meetings to promote the brand and identify new growth opportunities. Stay abreast of market trends, competitor offerings, and regulatory developments within the specialist lending sector. Key Requirements Experience: Minimum 2 years’ experience in a Business Development, Sales, or Relationship Management role. Experience in bridging finance, property finance, or specialist lending is essential. Strong broker network and established relationships in the property/finance space will be highly advantageous. Skills: Excellent communication and interpersonal skills. Proven ability to hit and exceed targets and KPIs. Commercially savvy with a good understanding of lending criteria and risk. Organised, self-motivated, and capable of working independently. Comfortable managing a busy workload and multiple deals concurrently. Qualifications: A degree is not essential but will be viewed favourably. CeMAP or similar financial qualification is beneficial but not mandatory.
This advertiser has chosen not to accept applicants from your region.

Relationship Manager

London, London InterQuest Group

Posted today

Job Viewed

Tap Again To Close

Job Description

Are you ready to take your career to the next level with an innovative and forward-thinking financial services provider? We're partnering with a dynamic organisation that is reshaping the industry and committed to delivering exceptional client experiences. This is an exciting opportunity to work as an Relationship Manager in a fast-paced, collaborative environment where your contributions will be valued, and your career growth is a top priority. The role will pay up to £80,000, excellent benefits and is based in Central London.


This is an exciting opportunity for a Relationship Manager to help provide day-to-day support for Relationship Managers, completing CDD reviews, account opening and payment tasks.


What is expected of the Relationship Manager?


  • Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high-risk country monitoring.
  • Further investigations to ensure activity of customer falls in line with CDD/KYC protocols.
  • Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS.
  • Process all mortgage applications in a compliant manner, without errors and right first time.
  • Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.
  • Ensure compliance with laws and regulations relevant to responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.
  • Ensure, where possible, customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.
  • Ensure customers’ requests are completed- whether they are transfers, cash orders, cheque books, depositing cash and enquiries
  • Meet all customer and performance KPI’s
  • Point of contact for customers
  • Escalate risk matters to appropriate senior managers
  • As part of your self-development manage a small portfolio of customers, getting to know them ensuring that where appropriate they have online banking access, debit cards and are aware of the products and services we offer.
  • Achieve financial and non-financial objectives set



What we look for in a Relationship Manager?


  • Fluent Arabic
  • Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations)
  • Certified Role
  • Working knowledge of day-to-day banking activities
  • Good knowledge in using the bank’s core operating systems
  • Communication skills with colleagues and customers
  • Ability to work under pressure and meeting deadlines


What the Relationship Manager will receive?


  • Up to £80,000 and Employee benefits package
  • A great work environment in a wonderful Central London location
  • The opportunity to learn, progress and enhance your skills
This advertiser has chosen not to accept applicants from your region.

Relationship Manager

InterQuest Group

Posted today

Job Viewed

Tap Again To Close

Job Description

Are you ready to take your career to the next level with an innovative and forward-thinking financial services provider? We're partnering with a dynamic organisation that is reshaping the industry and committed to delivering exceptional client experiences. This is an exciting opportunity to work as an Relationship Manager in a fast-paced, collaborative environment where your contributions will be valued, and your career growth is a top priority. The role will pay up to £80,000, excellent benefits and is based in Central London.


This is an exciting opportunity for a Relationship Manager to help provide day-to-day support for Relationship Managers, completing CDD reviews, account opening and payment tasks.


What is expected of the Relationship Manager?


  • Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high-risk country monitoring.
  • Further investigations to ensure activity of customer falls in line with CDD/KYC protocols.
  • Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS.
  • Process all mortgage applications in a compliant manner, without errors and right first time.
  • Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information.
  • Ensure compliance with laws and regulations relevant to responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications.
  • Ensure, where possible, customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank.
  • Ensure customers’ requests are completed- whether they are transfers, cash orders, cheque books, depositing cash and enquiries
  • Meet all customer and performance KPI’s
  • Point of contact for customers
  • Escalate risk matters to appropriate senior managers
  • As part of your self-development manage a small portfolio of customers, getting to know them ensuring that where appropriate they have online banking access, debit cards and are aware of the products and services we offer.
  • Achieve financial and non-financial objectives set



What we look for in a Relationship Manager?


  • Fluent Arabic
  • Up to date knowledge of AML regulations (JMLSG, FCA rules, 3rd EU Money Laundering Directive, The Money Laundering Regulations)
  • Certified Role
  • Working knowledge of day-to-day banking activities
  • Good knowledge in using the bank’s core operating systems
  • Communication skills with colleagues and customers
  • Ability to work under pressure and meeting deadlines


What the Relationship Manager will receive?


  • Up to £80,000 and Employee benefits package
  • A great work environment in a wonderful Central London location
  • The opportunity to learn, progress and enhance your skills
This advertiser has chosen not to accept applicants from your region.

Relationship Manager

Vitesse

Posted today

Job Viewed

Tap Again To Close

Job Description

Your Mission
As a Relationship Manager you will play a key role in expanding Vitesse's presence in serving the global insurance market. You will help us strengthen our engagement with Third Party Administrators (TPAs) and Brokers to create advocates of our service proposition.

You will be responsible for ensuring that the insurance companies and all relevant TPA's and Brokers are using the platform optimally, you will drive wider adoption of the platform and identify cross-selling opportunities. This will ensure our customers' experience is market leading and that we can meet our ambitious growth targets.

We are a fast-growing team with big ambitions and in a small business there is plenty of opportunity to play an integral role in the growth of Vitesse, your colleagues and our customers.

Responsibilities

  • Develop strong relationships with our existing key clients through proactive engagement, effective communication and a deep understanding of our product offering
  • Attend and own agenda points at regular business & service review meetings
  • Manage relationships with a portfolio of c.40 insurance customers and platform users – developing and owning the relationship to identify opportunities
  • Fully understand the customer corporate / organization structure, key ways of operating, key stakeholders and potential whitespace (i.e. where in the company we could offer a service). And to articulate this within Vitesse - to act as a client advocate
  • Clear understanding of customer's multi-level strategy and fit to what doing with Vitesse - e.g. how does the company's annual report relate to what the delegated authority teams are doing with Vitesse
  • Clear understanding of client's roadmap/strategy, needs and pain-points
  • Maintain knowledge of customer sector, payments and platform. Proactively learn/educate in advance of engagement with clients
  • First point of contact for strategic / commercial queries for existing clients/user, responsible for coordinating internal processes/resources to get to resolution#

Improve Proposition

  • Engage external stakeholders and key internal stakeholders (e.g. Product, Operations and Development) to ensure that client feedback (e.g. opportunities, issues, gaps) and deeper industry expertise informs our system and process development and strategic / product roadmap (to be the voice of the client).
  • Maintain a tracker of all service and product feedback received; to escalate in a timely manner, to identify and prioritize platform/process improvements as part of our product strategy and to enhance our proposition
  • Analyse data to: identify payment patterns, ways to optimise payment flow, increase revenue and enhance the Vitesse experience. Coordinates with BD, RM, Ops etc to make this happen

Service Delivery

  • Collaborate closely with colleagues across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner.
  • Work across Vitesse organisation to ensure client is receiving best-in-class service and to provide strategic solutions which improves their business operations/model
  • Deliver new product initiatives to existing customer base and scopes viability of product on a customer-by-customer basis
  • Communicating product and service plans and roll out to clients
  • Point of escalation for non-contracted TPAs when they feel their queries are not being handled in a timely manner

Revenue and Growth

  • Create and develop client presentations and sales pitch materials to support customer conversations.
  • Identify & execute on all revenue opportunities across Vitesse's existing user/client base - additional share of wallet, cross-sell, upsell, new geographies
  • Share new product initiatives to existing customer base and scoping viability of product on a customer-by-customer basis

Engagement and Onboarding

  • Support the onboarding process for non-contracted TPA – provides the wider picture view and proposition of Vitesse for selected TPA (triaged)
  • Deliver engaging overview/demonstration sessions of Vitesse to stakeholders of current clients/users or new non-contracted TPAs - this can be via screen shots on a slide deck vs actual system demo (depends on client request)

Lloyd's of London Programme - Faster Claims Payment (FCP)
Deliver engaging overview of FCP and Vitesse proposition to non-contracted TPAs

Customer Data
Maintain accurate customer data using suitable tools (e.g. Salesforce, Zendesk etc.) to provide accurate revenue and resource forecasting

Industry Knowledge and Network
Apply your acquired knowledge and understanding of the insurance industry (all participants) to navigate your way to delivering business.

Requirements

  • 1-3 years' experience in a related role in sales or account management with a proven track record in growing an existing business portfolio through consultative sales and relationship building.
  • Experience within an Insurer and/or a TPA is essential
  • Excellent interpersonal, verbal and written communication skills
  • Proven ability to manage multiple tasks, projects and deadlines simultaneously.
  • Proficient computer skills, especially Microsoft Office applications and Salesforce for effective client management.
  • Ability to work effectively in a team environment.
  • A can-do attitude and to be able to manage multiple workstreams and prioritize effectively.

Benefits

  • 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays
  • Hybrid working arrangements – minimum 2 days in the office, Tuesday - Thursday
  • Contributory pension scheme
  • Enhanced Parental leave
  • Cycle to Work Scheme
  • Private Medical Insurance with AXA
  • Unlimited access to therapy sessions through our partner, Oliva
  • Discounted Gym membership through Gympass
  • Financial Coaching with Octopus Wealth
  • 2 days of volunteering leave per year
  • Sabbatical after 5 years' service
  • Life Assurance - MetLife (UK employees only)
  • Ongoing Learning and Development to support you reach your career goals

We are Vitesse – the payment provider of choice for the insurance and treasury industry.
Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA regulated payments business that is driven to be the payment partner of choice for the insurance market, by providing global payment services and treasury optimisation.  Operating one of the largest domestic banking and payment settlement networks in the world, we give our customers direct access to more than 170 countries and territories, covering over 110 currencies. Through a single integration, insurers can use this network to pay claims in as fast as 45 seconds, delivering a better customer experience to their claimants.  Our market-leading treasury optimisation service brings complete control and transparency to insurers and allows them to have their money in the right place, at the right time, to make that all important payment - fast, and when their customers need it most.

With now over 160 employees across Europe and our London headquarters, $26m series B funding in 2022 in the bag and approaching £8bn in processed transactions, we are only just getting started.

We are collaborative, customer centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd's of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference.

As we continue to scale up, we want like-minded humans to join us on this exciting journey.  Are you ready?

Vitesse at our best – our values
The Vitesse values are a true reflection of what it takes to thrive in our business, so it's important to us that any employee who joins our business is aligned with these 3 attributes

Confident Humility
We don't do ego and we know that unless we all win, none of us win. We admit when we're wrong, ask for help and always think about the wider business before ourselves.

Driven to Succeed
We see the opportunity ahead of us and we won't stop until we fulfil the potential we know we have. We hold ourselves to high standards and deliver high quality outcomes for Vitesse and our customers.

Tenacious Responsibility
We take ownership for our actions and decisions, and face into the challenges that come our way. We are committed to seeing things through to completion, even in the face of adversity.

We are an Equal Opportunity Employer We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of Unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect. Please confirm if selected for an interview, what interview adjustments you would need? You can contact Clara Moretti-Greene on clara.moretti- or in her absence contact our People Team

This advertiser has chosen not to accept applicants from your region.

Relationship manager

Amiqus

Posted today

Job Viewed

Tap Again To Close

Job Description

About Amiqus
Amiqus is the UK's most trusted compliance and onboarding platform, enabling simple, fast and secure access to products and services online. Whether moving home, changing jobs or looking for professional help, our software makes it easy for everyone involved.

We're trusted by Governments, NHS, Banks and 600+ regulated organisations across sectors in the UK to help people get to work on the things that matter, faster.

Why now?

  • We're one of the UK's 50 fastest growing tech companies, ranked by Deloitte Fast50 and part of Tech Nation's Future Fifty 2024 cohort.
  • We're scaling sustainably, backed by external investment on a 10x plan tracking from £5m ARR, with expectations to exceed £0m ARR within four years.
  • Join a purpose driven, ambitious team of 75+ as we 10x our impact.

Our Benefits

  • Salary for 0k OTE plus share options
  • Vitality private health cover & insurance benefits
  • 34 days annual leave
  • 5% matched pension contribution on qualifying earnings
  • 12 paid personal development days annually with dedicated budget
  • Enhanced family leave
  • Hybrid working valuing outcomes over in-person hours

About The Role
This role sits within our Client Success team and will be responsible for acting as a main point of contact for a number of our existing clients, particularly SMB, Mid-Market, Legal, Accounting and Recruitment clients of Amiqus. We are looking for someone who can proactively build strong relationships with our clients and key decision makers in a professional and efficient manner in order to generate meaningful long term relationships and identify potential process improvements, up-sell opportunities and support our clients to ensure continued success.

Key Responsibilities
How you'll make an impact:

  • Own Client Relationships: Be the go-to partner for your clients, leading check-ins, business reviews, and strategic conversations to ensure satisfaction and loyalty.
  • Drive Revenue Growth: Spot and close upsell/cross-sell opportunities. Accurately forecast and manage your growth pipeline.
  • Lead Onboarding & Adoption: Deliver fast time-to-value and boost product adoption with tailored success plans.
  • Champion Customer Voice: Turn feedback into product insights and marketing wins. Nurture advocates for referrals and case studies.
  • Be Data-Driven: Monitor key health metrics (e.g., usage, NPS, CSAT) in HubSpot. Prioritise actions to hit retention and growth targets.
  • Collaborate Cross-Functionally: Work closely with Support, Product, Marketing, and Onboarding to deliver seamless customer experiences.

About You
Talented people make Amiqus and staying true to our culture is important as we continue to develop and grow. Most importantly, this role will be filled by someone who shares the same values and work ethic as we do.

Amiqus are looking for someone who can draw in and influence new and existing clients with their confidence and passion in the product. Someone who has the ability to work collaboratively with different people, managing relationships both internally and externally in a way that is beneficial to all parties.

Do you have a genuine interest in technology and product software? This could be your next role.

Interview process
We think it's important to have an open and transparent process. The process might vary slightly but here's what to expect:

  • An initial conversation with a member of our People Experience team
  • nterview with a senior team member/hiring manager and one other team member
  • Structured Panel interview and presentation for shortlisted candidates
  • References followed by role offer

Privacy policy
We recognise that diverse teams outperform. Perspectives and people of all backgrounds are welcome at Amiqus.

We enable our people to do their best work and reward them based on performance. We acknowledge our moral and legal responsibilities to promote equal opportunities and pursue equality in all of our work.

If there's anything we can do to make sure you have a positive interview experience, please let us know.

Lastly, as you might expect, we care about privacy and have a privacy policy which explains how we handle your information and data.

Contact us
Please reach out to us at

About Us
Why Amiqus?

  • We're recognised as one of the UK's 50 fastest growing tech companies, ranked by Deloitte Fast50 and part of Tech Nation's Future Fifty cohort for 2024.
  • We're scaling sustainably, backed by external investment on a 10x plan tracking to date from m+ ARR to 0m+ over the coming four years.
  • A collaborative, cross functional environment working in small teams with autonomy enabling you to deliver meaningful and impactful work, measurement and results focussed
  • We support hybrid remote and flexible working, ensuring you've the ability to deliver against your role mixing remote and in person time with your team, based in Edinburgh, and prospects.
  • 12 paid personal development days per year with additional personal budget and resources allocated to support your development and growth in your role.
  • Access our HQ in Edinburgh, quarterly team off sites and annual company wide events
  • We offer Vitality private health cover, insurance benefits, enhanced modern family leave
  • 34 days annual leave
  • 5% matched pension contribution, share options and company-wide bonus scheme

About Amiqus:
Amiqus is the UK's most trusted compliance and onboarding platform, enabling simple, secure access to products and services online. Whether moving home, changing jobs or looking for professional help, we help make the process fast and easy for everyone involved.

We're trusted by the Government, NHS, Banks and over 600 organisations across sectors in the UK to help people get to work on the things that matter, faster.

What's important to us? investing in our people, platform and partners to grow an aspirational workplace and a profitable business at scale, creating impact and affecting systems level change, across sectors, borders and economies.

We're currently a team of 80+ people, spread across the UK and a few around Europe. We expect to double in terms of our scale and impact over the coming twelve months, so it's an exciting time to join us and be a part of our growth.

This advertiser has chosen not to accept applicants from your region.

Relationship Manager

Verifone

Posted today

Job Viewed

Tap Again To Close

Job Description

Why Verifone

For more than 30 years Verifone has established a remarkable record of leadership in the electronic payment technology industry. Verifone has one of the leading electronic payment solutions brands and is one of the largest providers of electronic payment systems worldwide.

Verifone has a diverse, dynamic and fast paced work environment in which employees are focused on results and have opportunities to excel. We take pride in the fact that we work with leading retailers, merchants, banks, and third party partners to invent and deliver innovative payments solution around the world. We strive for excellence in our products and services, and are obsessed with customer happiness. Across the globe, Verifone employees are leading the payments industry through experience, innovation, and an ambitious spirit. Whether it's developing the next platform of secure payment systems or searching for new ways to bring electronic payments to new markets, the team at Verifone is dedicated to the success of our customers, partners and investors. It is this passion for innovation that drives each one of our employees for personal and professional success.

What's exciting about the role

We are seeking a motivated and commercially aware
Enterprise Relationship Manager
to support and grow relationships with our lower-tier enterprise clients. This is a client-facing role with clear responsibility for driving value from our existing customer base through proactive account management, upselling, and cross-selling across our Boundless Payments offering.

You'll be responsible for developing account plans, working with our customer success to manage day-to-day client needs, identifying growth opportunities, and ensuring our CRM and forecasting systems are kept accurate and up to date.

This is an ideal role for someone early in their enterprise career who is confident, detail-oriented, and eager to learn and grow in the dynamic world of payments.

Key Responsibilities

Account Management

  • Manage a portfolio of lower-tier enterprise clients across multiple sectors.
  • Build and maintain strong, trust-based relationships with key contacts.
  • Act as the main point of contact for client queries, ensuring excellent service and retention.

Growth & Commercial Development

  • Identify and pursue upsell and cross-sell opportunities within your accounts.
  • Promote the full breadth of our Boundless Payments proposition, including terminals and gateway services.
  • Support the development and execution of strategic account plans with clear growth targets.

Forecasting & CRM

  • Accurately forecast revenue opportunities and contribute to regular pipeline reviews.
  • Maintain up-to-date records in Salesforce (or equivalent CRM), tracking account health, contact details, opportunity stages, and interactions.

Internal Collaboration

  • Collaborate with internal teams (sales, customer success, product, support, and operations) to address client needs and ensure excellent delivery.
  • Escalate issues as needed and follow through to resolution.

Reporting & Analysis

  • Working with customer success prepare and deliver regular account performance reviews and business updates internally and externally.

Skills and Experience we desire

  • Proven experience in account management, customer success, or sales support, ideally within payments, fintech, or B2B technology.
  • Strong commercial awareness and ability to spot revenue opportunities.
  • Confidence communicating with enterprise clients and managing multiple stakeholders.
  • Strong organisational skills and attention to detail, especially when managing pipeline and CRM.
  • Proficient in Salesforce or similar CRM tools.
  • Enthusiastic, proactive, and eager to grow within a client-facing enterprise environment.

Desirable Attributes

  • Knowledge of the payment ecosystem (gateways, terminals, acquiring).
  • Experience creating account plans or supporting enterprise sales efforts.
  • Comfortable analysing client data and using insight to drive account growth.

Our commitment

Verifone is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Verifone is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Relationship managers Jobs in United Kingdom !

Relationship manager

Vargo Group

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description
Job Title:
Relationship Manager (Portfolio Management)

Salary:
Up to £50k + car allowance

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

the UK and has developed expertise across various industry sectors. With a strong ethos of nurturing clients and providing tailored factoring solutions, they are gaining significant market share from traditional banks and factoring providers. 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.
This advertiser has chosen not to accept applicants from your region.

Relationship Manager

Orla Rose Associates

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Bridging Finance


West End, London

Full-Time | Permanent

Competitive base salary + commission


About the Opportunity

Are you a confident, motivated, and relationship-driven sales professional with a passion for property finance?


We are working with a leading specialist lender in the bridging and short-term property finance space, with a strong reputation for fast, flexible lending solutions. We are now seeking a Business Development Executive to join their growing team based in the West End of London.


This is an exciting opportunity to become a key player in a high-growth environment, driving new business opportunities and developing strategic relationships across the broker and intermediary market.


Key Responsibilities

  • Generate new business by identifying, contacting, and onboarding introducers, brokers, and property professionals.
  • Develop and maintain strong, lasting relationships with a wide network of intermediaries, ensuring repeat business and referrals.
  • Manage the end-to-end sales process from lead generation to deal completion.
  • Work closely with internal credit and underwriting teams to progress applications and ensure deals are completed efficiently.
  • Maintain accurate records of your pipeline using CRM systems, providing regular updates on deal status and performance.
  • Attend industry networking events, expos, and meetings to promote the brand and identify new growth opportunities.
  • Stay abreast of market trends, competitor offerings, and regulatory developments within the specialist lending sector.


Key Requirements


Experience:

  • Minimum 2 years’ experience in a Business Development, Sales, or Relationship Management role.
  • Experience in bridging finance, property finance, or specialist lending is essential.
  • Strong broker network and established relationships in the property/finance space will be highly advantageous.

Skills:

  • Excellent communication and interpersonal skills.
  • Proven ability to hit and exceed targets and KPIs.
  • Commercially savvy with a good understanding of lending criteria and risk.
  • Organised, self-motivated, and capable of working independently.
  • Comfortable managing a busy workload and multiple deals concurrently.

Qualifications:

  • A degree is not essential but will be viewed favourably.
  • CeMAP or similar financial qualification is beneficial but not mandatory.
This advertiser has chosen not to accept applicants from your region.

Relationship Manager

London, London Orla Rose Associates

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Bridging Finance


West End, London

Full-Time | Permanent

Competitive base salary + commission


About the Opportunity

Are you a confident, motivated, and relationship-driven sales professional with a passion for property finance?


We are working with a leading specialist lender in the bridging and short-term property finance space, with a strong reputation for fast, flexible lending solutions. We are now seeking a Business Development Executive to join their growing team based in the West End of London.


This is an exciting opportunity to become a key player in a high-growth environment, driving new business opportunities and developing strategic relationships across the broker and intermediary market.


Key Responsibilities

  • Generate new business by identifying, contacting, and onboarding introducers, brokers, and property professionals.
  • Develop and maintain strong, lasting relationships with a wide network of intermediaries, ensuring repeat business and referrals.
  • Manage the end-to-end sales process from lead generation to deal completion.
  • Work closely with internal credit and underwriting teams to progress applications and ensure deals are completed efficiently.
  • Maintain accurate records of your pipeline using CRM systems, providing regular updates on deal status and performance.
  • Attend industry networking events, expos, and meetings to promote the brand and identify new growth opportunities.
  • Stay abreast of market trends, competitor offerings, and regulatory developments within the specialist lending sector.


Key Requirements


Experience:

  • Minimum 2 years’ experience in a Business Development, Sales, or Relationship Management role.
  • Experience in bridging finance, property finance, or specialist lending is essential.
  • Strong broker network and established relationships in the property/finance space will be highly advantageous.

Skills:

  • Excellent communication and interpersonal skills.
  • Proven ability to hit and exceed targets and KPIs.
  • Commercially savvy with a good understanding of lending criteria and risk.
  • Organised, self-motivated, and capable of working independently.
  • Comfortable managing a busy workload and multiple deals concurrently.

Qualifications:

  • A degree is not essential but will be viewed favourably.
  • CeMAP or similar financial qualification is beneficial but not mandatory.
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Relationship Managers Jobs