Relationship Manager (Healthcare)

TL;DR

Relationship Manager (Healthcare): Managing a portfolio of local healthcare clients to provide funding, support, and strategic banking solutions with an accent on building long-term trusted partnerships. Focus on driving business growth, analyzing financial performance, and ensuring regulatory compliance within the South West region.

Location: Must be based in or able to travel to Bristol, Exeter, Plymouth, or Taunton. Hybrid role requiring at least 40% office attendance.

Salary: £61,344 – £68,160

Company

A leading UK financial institution committed to helping businesses prosper through innovation and inclusive banking services.

What you will do

• Manage a portfolio of approximately 110 local healthcare clients with turnovers between £10m and £25m.
• Provide tailored funding solutions, including term lending and working capital products.
• Act as a trusted advisor by identifying business strategies and delivering comprehensive banking services.
• Proactively attract high-value clients and grow the local portfolio.
• Collaborate with internal partners to deliver the full range of bank products to clients.
• Manage risk and compliance requirements for the assigned client portfolio.

Requirements

• Must be able to travel to clients in person within the South West region.
• 2-5 years of proven experience in portfolio management within the healthcare sector.
• Strong sales background with the ability to proactively engage new clients and drive growth.
• Proficiency in analyzing and interpreting complex financial statements.
• Excellent communication and relationship-building skills.
• Ability to work independently and efficiently in a fast-paced environment.

Culture & Benefits

• Generous pension contribution of up to 15%.
• Annual performance-related bonus and share schemes.
• 30 days of holiday plus bank holidays.
• Comprehensive wellbeing initiatives and parental leave policies.
• Commitment to diversity, equity, and inclusion with support for workplace adjustments.