Assistant Portfolio Manager

Assistant Portfolio Manager – Commercial Lending

Working alongside our experienced Relationship Managers you will manage a portfolio of Commercial clients and support the execution of large commercial deals, manage completions, and maintain high service standards across a diverse portfolio. This is a hands-on, relationship-focused role that combines technical credit expertise with customer interaction.

What you’ll be doing:

• Managing a portfolio of commercial clients
• Supporting deal execution and managing completions for commercial property transactions
• Maintaining regular contact with customers through face-to-face and phone meetings
• Preparing high-quality credit submissions and supporting documentation (SARGA / CLAPM / Fastrack)
• Managing risk and income across the portfolio through timely customer renewals and internal reviews
• As opportunities arise, producing and negotiating Term Sheets and loan documentation in line with policy
• Supporting the wider Relationship Management team with deal structuring and analysis
• Representing the Society at commercial property events to grow our brand and network

What we’re looking for:

• Knowledge of credit risk and commercial lending principles
• Knowledge of legal and financial documentation, including security perfection
• Competent user of Microsoft Word and Excel
• Knowledge of CLASS system (desirable but not essential)
• Familiarity with the commercial real estate landscape in Wales, London, and the Southeast (desirable)

Key Competencies:

• Commercial awareness of UK property markets and economic trends
• Good interpersonal and communication skills
• Commitment to compliance and internal standards
• Ownership of personal contribution to team targets and business plan

If you're passionate about commercial lending and ready to step into a pivotal support role, we’d love to hear from you.

Our most important asset is our people. We value a healthy work-life balance and currently offer a 35-hour work week with our hybrid approach enabling you to have a mix of office days and remote working.  

Your base location for this role will be our Head Office, Principality House, The Friary, Cardiff, CF10 3FA

If you have any questions in relation to this role, please contact the recruitment team at -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)