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Portfolio Relationship Manager - Remote

Posted 3 days ago
Sales / Business
Full Time
Worldwide

Overview

The Portfolio Relationship Manager at Allica Bank will be responsible for developing and nurturing relationships with a portfolio of remotely managed SMEs, helping them achieve their business ambitions through tailored banking products and solutions.

In Short

  • Manage relationships with a portfolio of established SMEs.
  • Support clients in utilizing Allica's banking products.
  • Communicate and track objectives for high service levels.
  • Work independently and collaboratively with internal teams.
  • Engage with clients to understand their business goals.
  • Adhere to operational procedures and policies.
  • Develop personal objectives and a development plan.
  • Embrace opportunities for change and improvement.
  • Demonstrate a passion for supporting SMEs.
  • Generate new opportunities from existing client portfolios.

Requirements

  • Experience in relationship management with SMEs.
  • Strong understanding of SME banking.
  • Ability to work in a fast-paced environment.
  • Excellent communication and interpersonal skills.
  • Self-starter with organizational skills.
  • History of achieving personal and team goals.
  • Flexibility and adaptability in approach.
  • Ability to track and manage client objectives.
  • Willingness to engage with diverse teams.
  • Passion for helping businesses grow.

Benefits

  • Full onboarding support and development opportunities.
  • Options for flexible working.
  • Regular social activities.
  • Pension contributions.
  • Discretionary bonus scheme.
  • Private health cover.
  • Life assurance.
  • Family-friendly policies including enhanced leave.
Allica Bank logo

Allica Bank

Allica Bank is the UK's fastest-growing financial technology firm, dedicated to serving established SMEs, a significant yet underserved segment in the financial sector. Recognizing the vital role that SMEs play in local economies, Allica Bank aims to provide tailored banking solutions that traditional banks often overlook. The company focuses on building strong partnerships with accounting firms and other trusted advisors to enhance its service offerings and foster mutual growth. Allica Bank is committed to creating a supportive work environment for its employees, offering flexible working options, comprehensive onboarding, and a range of benefits designed to promote personal and professional development.

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