Portfolio Executive - Cardiff, United Kingdom - Bank of Wales

Bank of Wales

Verified Company

Cardiff, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Portfolio Executive (Micro Loans)

Cardiff

Competitive Salary

Full Time, Permanent

We now have an exciting opportunity for a Portfolio Executive (Micro Loans) to join us to have overall management of the Development Bank of Wales' portfolio investments made by the Micro Loan Fund Team.

Through proactive monitoring of portfolio loan investments, you will seek to minimise the risk of financial loss and maximise the profit from DBW Group investments.

With excellent communication skills you will 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.

You will ensurea comprehensive understanding of the post holder's portfolio is maintained through routine monitoring and contact and where investments have been identified as either being at risk or having significant growth potential, make suitable cross references to themost appropriate portfolio team or external providers.

A relevant professional qualification or relevant industry experience in banking or accountancy is essential and you will have the ability to prioritise and organise work under pressure, meeting set targets.

A full driving license is also required.