Work life balance
Career progression
Wellbeing

Portfolio Monitoring Executive

Salary £Competitive Salary
Location Cardiff
{Mergefield Value}
{Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

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. 

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.

We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance:

  • Offering a competitive salary and benefits package
  • Providing office spaces and a work environment that promotes smarter working
  • Encouraging our colleagues to adopt a working pattern that fits in with their personal circumstances as well as the business needs

We champion an equal and diverse workplace and continually implement strategies to make sure we’re always achieving this:

  • Delivering a well–being programme each year targeted at physical and mental well–being
  • Achieving accreditation of gold standard with Chwarae Teg and seeking accreditation with Stonewall and the Corporate Health Standard
  • Using exit interviews to seek feedback and continuously improve
  • Acting on feedback from annual staff surveys and other feedback throughout the year
  • Continuously reviewing performance statistics and acting where appropriate

We deliver a dedicated well–being strategy that supports the mental, physical and financial well–being of our colleagues:

  • Aligning our objectives with our business goals and recognising great performance
  • Investing in our colleagues’ development by providing a range of training opportunities to meet individual, team, and business needs
  • Rolling out the career progression framework providing a structured opportunity to progress all parts of the business

People are our greatest asset and fundamental to our long–term success:

  • Delivering smarter working and digital transformation, measuring the impact on job satisfaction and productivity
  • Holding regular innovation workshops and encouraging agile projects through our project initiatives
  • Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across the Development Bank Group
  • Actively seeking feedback from our colleagues, particularly at the half year and annual events

Below is a taste of what we offer. Check out the full list here.

Wellbeing

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