Portfolio Relationship Manager - #1677062

CRS


Date: 9 hours ago
City: Cardiff
Contract type: Full time
Work schedule: Full day
CRS

We're Hiring: Portfolio Relationship Manager – Real Estate Finance


Remote Position


Join a fast-growing Challenger Bank in a pivotal role where risk, relationship management, and revenue growth go hand in hand.


What You’ll Be Doing


Own a High-Value Portfolio – Manage a book of Commercial Real Estate Finance clients, focusing on retention, growth, and long-term value.


Lead and Inspire – Provide guidance and support to Portfolio Managers and Lending Officers, helping your team excel.


Spot Opportunities – Identify new business within your portfolio and deliver profitable, compliant lending solutions that drive regional performance.


Balance Risk and Reward – Conduct detailed client reviews, assess credit risk, and manage arrears alongside the Credit Collections team.


Be a Strategic Partner – Work with senior leadership to shape regional sales strategy and build key client and broker relationships.


Drive Operational Excellence – Maintain accurate sales records, forecasting, and reporting to support smart decision-making.


Elevate the Client Experience – Promote customer feedback initiatives and champion service and product improvements.


Stay Market-Smart – Keep an eye on industry trends and competitor activity to help refine products and protect your competitive edge.


What You Bring


A strong track record in portfolio management, commercial lending, and team leadership. You’ll be confident navigating complex credit assessments, and committed to delivering fair and positive customer outcomes.

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