Associate Relationship Manager (Finance)

TL;DR

Associate Relationship Manager (Finance): Providing support for a growth portfolio within the Mid-Market segment with an accent on client engagement and tailored banking solutions. Focus on managing credit proposals, risk monitoring, and deepening client relationships to drive portfolio growth.

Location: Birmingham, UK (Hybrid: at least two days per week in office)

Salary: Starting from £40,824

Company

A leading UK financial institution committed to supporting businesses and helping Britain prosper.

What you will do

• Attend client meetings, prepare agendas, briefing notes, and communicate sector insights.
• Support the lending journey by identifying high-value clients and delivering product solutions.
• Perform financial analysis to support credit proposals and monitor portfolio risk.
• Assist with credit reviews, facility changes, and client onboarding, including tender submissions.
• Collaborate with internal teams and product partners to provide tailored banking solutions.
• Manage administrative efficiencies, including diary organization and process improvements.

Requirements

• Minimum 2 years experience in a customer-facing role within financial services.
• Must be based in or able to commute to Birmingham (min 40% office attendance).
• Strong organizational and time management skills.
• Confidence in building and maintaining professional relationships.
• Clear written and verbal communication skills.
• Foundational awareness of risk management and financial accounts analysis.

Nice to have

• Experience in Business & Commercial Banking.
• Proficiency with systems such as CRW, PEGA, and Co-Pilot.

Culture & Benefits

• Generous pension contribution of up to 15%.
• Annual performance-related bonus and share schemes.
• 28 days of holiday plus bank holidays.
• Comprehensive wellbeing initiatives and generous parental leave policies.
• Inclusive environment with dedicated support for diversity, equity, and colleagues with disabilities.