Job Description
Job title: Portfolio Manager
Salary: up to £60k (negotiable) + car allowance+ other benefits
Location: hybrid in Reading
Vargo is seeking an experienced Portfolio Manager for an international financial services business. You will oversee a diverse portfolio of funding clients, ensuring strong customer relationships, effective risk management, and long-term facility performance. This role combines client relationship management, portfolio oversight, team leadership, and commercial decision-making within a fast-paced funding environment.
Responsibilities
• Manage and develop relationships across a portfolio of clients, identifying opportunities to enhance customer engagement, retention, and overall facility performance.
• Support and guide operational colleagues to ensure a high standard of service delivery across assigned accounts.
• Carry out regular portfolio reviews with Client Managers, evaluating client performance, facility utilisation, and potential risk exposures.
• Contribute to the achievement of individual and team targets, supporting performance improvement and professional development initiatives.
• Assist with business development activities, including engagement with prospective clients and oversight of new client onboarding processes.
• Attend client meetings and site visits, facilitating successful onboarding and ensuring a seamless handover from sales to relationship management.
• Assess financial and operational information such as sales ledgers, contractual agreements, management accounts, and cashflow projections to determine funding suitability and risk levels.
• Handle client concerns and complaints professionally, ensuring issues are escalated appropriately and managed in accordance with internal policies and regulatory requirements.
• Discuss and agree funding arrangements, pricing structures, and facility amendments that support both client needs and commercial objectives.
• Provide cover and operational assistance during periods of absence within the team to maintain service quality and compliance standards.
• Implement appropriate risk management strategies, including recovery plans and exit processes where necessary.
• Establish and maintain trusted client relationships, acting as a key point of contact and delivering a consistently high level of customer service.
Requirements
• Experience working within Invoice Finance, Asset-Based Lending, or the wider Financial Services sector.
• Proven background in managing customer relationships within a lending or funding environment.
• Experience leading, mentoring, or coaching operational teams, including Credit Control professionals.
• Strong commercial judgement with the ability to identify, assess, and manage risk effectively.
• Strong analytical ability with confidence interpreting financial information and data.
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