Senior Portfolio Manager

BELONG – There’s no place like Principality 

At Principality, belonging isn’t just a value — it’s how we work every day. As a colleague, you’re already part of a supportive and inclusive community where your wellbeing, individuality, and life outside of work are genuinely respected. This internal opportunity is a chance to continue your journey with us, build on your experience, and grow your career within Principality. 

We know that great work happens when people feel connected — to each other, to our purpose, and to the communities we serve. That’s why we focus on balance, invest in wellbeing, and encourage continuous learning and development across the organisation. 

Why consider this opportunity? 

This role offers an opportunity to further develop your skills and make a meaningful contribution within Principality, while continuing to benefit from the culture and ways of working you already know: 

These achievements are built by our people and reflect our shared commitment to supporting one another and delivering for our members. When it comes to belonging, there truly is no place like Principality — and this role is an opportunity to continue growing as part of it. 

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 of 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