Join us as a Specialist Portfolio Manager
- In this prominent role, you’ll work with stakeholders to build customer relationships and deliver best-in-market customer experiences within the Insurance & Pensions and Asset & Wealth Manager sectors
- You’ll provide effective risk and portfolio management to a complex set of customers
- You’ll be able to really make this role your own, allowing excellent exposure for you and your work
You’ll be adding real value to the client agenda by being part of the frontline client team, delivering credit stewardship of debt solutions. You’ll assume prime responsibility for non-origination activities and actively manage the overall sector portfolio, considering risks, capital allocation and other commercial factors.
We’ll also look to you to line manage, coach and develop team members.
Other duties will include:
- Performing best-in-class credit stewardship, transaction execution and customer service
- Driving delivery of financial metrics while minimising incidences of bad debts
- Acting as a mentor and coach to more junior team members by sharing best practice and providing relevant coaching
- Identifying and managing risks including proactive management of problem loans, data quality and portfolio reporting
- Maintaining strong working relationships with key stakeholders to ensure seamless customer experience
You’ll already have broad experience of the banking industry including in a regulatory and commercial environment. You’ll need a working knowledge of relevant legal policies, regulatory and statutory obligations and risk management. Additionally, you’ll be expected to have good knowledge of how best to coach and develop others.
We’ll also want to see:
- Experience of analysing complex financial information and the ability to identify appropriate solutions
- Good credit skills suitable for stewardship of SPM Financial Institutions customer exposures
- Experience of undertaking quality risk assessments across a range of lending requests, articulating balanced recommendations and approval decisions, and exercising sound judgement with thought and integrity
- Experience of managing and prioritising multiple deadlines and stakeholder expectations
- Customer consideration through all aspects of the risk assessment process allowing fair outcomes for our customers, whilst keeping the Bank’s purpose in mind
- Diploma in Lending Skills beneficial
Hours
35Job Posting Closing Date:
19/03/2026Ways of Working:HybridSimilar Jobs
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
