Relationship ManagerSenior Relationship Manager

Portfolio Monitoring Executive / Senior Portfolio Monitoring Executive

We are recruiting for a Portfolio Monitoring Executive / Senior Portfolio Monitoring Executive to join our Portfolio Monitoring team.

Through proactive monitoring of portfolio debt investments the Portfolio Monitoring team seeks to develop investment opportunities and minimize the risk of financial loss to the Development Bank.

The post holder will need to 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. A comprehensive understanding of the post holder's portfolio will be maintained through routine monitoring and contact. Where investments have been identified as either being at risk or having significant growth potential, suitable cross references should be made to the most appropriate portfolio team.

Strong banking technical skills, attention to detail and a proactive hands‑on approach are essential prerequisites for this role.

Senior Portfolio Monitoring Executive

In addition, the Senior Portfolio Monitoring Executive will manage the Development Bank of Wales' larger and more complex portfolio investments, will have line management of Portfolio Executives, and will be responsible for appraising, assessing and sanctioning applications for follow‑on investments. The Senior Portfolio Executive may be required to deputise for the Portfolio Manager on occasion.

For further details of both roles please view the role profile below.

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.

Employee Assistance Programme

State of the art IT equipment

Volunteer days

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

• Delivering a wellbeing programme each year targeted at physical and mental wellbeing
• Achieved certification by Great Place To Work and included in the UKs Best Workplaces list.
• 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

• 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

• 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
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Wellbeing

Career progression

Hybrid
working

Work life
balance

Required Experience: Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience: years

Vacancy: 1

Yearly Salary Salary: