Relationship manager; portfolio management

Job Title

Relationship Manager (Portfolio Management)

Up to 50k car allowance

Bristol 34 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.

• 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 over payments and risk escalations.
• Support revenue retention and business development.
• Underwrite new deals within authority levels and SLAs.

• 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.

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Full‑Time

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