This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.
The vacancy
We now have an exciting opportunity for a Portfolio Executive to proactively monitor portfolio debt investments made, minimising the risk of financial loss and maximising the profit.
You’ll manage a portfolio of loans, developing a plan of action and maintaining accurate reports, ensuring regular contact with clients. With excellent communication skills you will build close working relationships internally and with external business introducers and service providers to increase their market knowledge and ability to provide added value to portfolio clients. You will ensure a comprehensive understanding of the portfolio is maintained through routine monitoring and contact and where investments have been identified as either being at risk or having significant growth potential, make suitable cross references to the most appropriate portfolio team or external providers. You’ll also take on follow-on lending responsibilities.
We are looking for a self-motivated candidate with well-developed interpersonal and problem-solving ability. You will have experience of working in a relationship management role within a bank or similar financial environment and in particular experience of analysing financial information. You’ll be results focused with the ability to prioritise and organise work under pressure, meeting set targets. A full driving license is also required.
About us
Our mission is to unlock economic potential in Wales and enhance the local economy by providing sustainable, effective finance.
When our businesses thrive, they create a higher number of better quality jobs. The taxes they pay strengthen our public finances. The people they employ strengthen our communities. When Welsh businesses are strong, Wales is strong.
An employer of choice
We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance:
We champion an equal and diverse workplace and continually implement strategies to make sure we’re always achieving this:
We deliver a dedicated well–being strategy that supports the mental, physical and financial well–being of our colleagues:
People are our greatest asset and fundamental to our long–term success:
The benefits
Below is a taste of what we offer. Check out the full list here.
Wellbeing
Career progression
Hybrid
working
Work life
balance
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