Senior Portfolio Manager

BELONG. There’s no place like Principality.

Our home is your home. So, when you decide to join the team, we’ll go further to bring you the warmest of welcomes. From a friendly and inviting environment to a flexible benefit package designed around you – when it comes to belonging, there really is no place like Principality. We keep it flexible wherever possible; we encourage you to look after yourself; we do our bit in the communities we serve and support you in doing the same, and we promise to get better together.

Some reasons you may want to consider working with us; we have an award-winning flexible/hybrid working policy, we’re a 2022 winner of UK Best Large Workplaces for Women, we have a newly refurbished hi-tech office in the centre of Cardiff designed around colleague feedback, we ranked number 6 for wellbeing in 2022,  we have an extensive financial and well-being benefits package ‘’Belong’’ designed to put our people first, we have consistent colleague engagement scores of over 85% and a caring community of supportive Networks. But that’s not all, discover why there’s really no place like Principality; https://www.principality.co.uk/careers

The award winning Commercial team is a growing part of the wider Building Society, lending to property investors, property developers and Housing Associations, (the role holder will not have exposure to Housing Associations in their portfolio) We are ambitious, professional and put the customer relationship at the heart of what we do with quick decisions and a flexible approach. We achieve through the team, where the role holder will be supported by an excellent back office function.

We have an exciting opportunity for a Senior Portfolio Manager to join our Commercial Lending team. This role is responsible for the management and leadership of their ‘Pod’ of Relationship Managers and Support Officers working to retain and originate new commercial lending deals for both existing and new clients. They will also manage a portfolio or our larger and more complex customers

Key responsibilities:

• Portfolio Management : Manage a portfolio of clients through a Relationship model to retain and execute new commercial lending deals for both existing and new clients within the standards the Society sets in terms of credit policy and returns.
• Leadership: Lead a small ‘Pod’ of Relationship Managers and Support Officers to deliver on the strategic and financial plans for the business
• Stakeholder Management: As part of the Commercial Senior Leadership Team you will input and influence on areas such as performance, strategy, and team development.
• Networking: Build strong professional relationships within the commercial real estate and business community to develop the Society’s brand to maximum effect.
• Coaching & Mentoring : You will have a role in developing the skills and capabilities of colleagues within your Pod

Key Skills:

• Substantial experience in a commercial property lending environment including investment and development funding structures with a detailed understanding of areas such as security, risk management, legal and regulatory environments.
• Strong stakeholder management skills
• Strong analytical and quantitative abilities
• Excellent communication and interpersonal skills
• Demonstrated leadership and team management capabilities
• Experienced in coaching and mentoring
• Strong sales and negotiating skills
• Driving licence – a company car will be provided as part of the package

If you have any questions in relation to this role, please contact the recruitment team – recruitment@principality.co.uk

‘’We are passionate about creating an inclusive workplace where diversity is celebrated and where colleagues feel a sense of belonging’’ Daniel Priest, Inclusion Manager. But don’t just take our word for it, see what our colleagues say about working here too; Careers (principality.co.uk)