Portfolio Relationship Manager
Salary to £50K DOE + bonus and excellent benefits
Midlands hybrid 2 - 3 days each week in the office
Our client is an established and successful specialist mortgage lender within the Buy-to-Let (BTL) lending space. The successful hire will manage and grow relationships with high-value landlords, retain existing lending business, and identify refinancing or additional borrowing opportunities. This is an exciting new opportunity within the business for an experienced relationship-led, commercially focused individual. The role sits between account management, lending advisory, and strategic portfolio growth.
Responsibilities include:
- Managing and growing relationships with high-value landlords, delivering proactive support across refinancing, borrowing and key portfolio events.
- Conducting strategic portfolio reviews to uncover opportunities, including transferring lending from competitors.
- Working closely with Operations, Credit, Risk and Intermediaries to deliver smooth customer journeys and tailored lending solutions.
- Identifying opportunities across residential and commercial development, referring where appropriate.
- Sharing market insights and maintaining accurate portfolio records to support future growth and proposition development.
Key Requirements:
- Relationship management experience from within financial services, property lending, private banking, or wealth management.
- Strong Buy-to-Let and landlord market knowledge, with a sharp understanding of trends, regulation, and competition.
- Data-led and commercially focused, identifying growth opportunities and delivering strong customer outcomes.
- Trusted relationship builder with a track record of managing high-value clients and stakeholders.
- Risk-aware and collaborative, balancing commercial success with customer and regulatory needs.
- Ideally you will understand the mortgage underwriting process and criteria.
This is a fantastic opportunity for a Relationship Manager or Senior Underwriter from the financial services sector with Buy-to-Let and landlord portfolio market knowledge. Our client offers flexible hybrid working, along with a competitive salary and a comprehensive benefits package.
We would love to hear from you if this role aligns with your experience and career ambitions.
Please note that your application will be unsuccessful if you do not have a good understanding of the BTL or landlord portfolio market.