Website BO-SMART
Job Description
Guavas Finance is looking for a proactive and detail-oriented Relationship Manager to support our Relationship Director in delivering exceptional client service. This role is ideal for someone early in their finance career who wants to gain hands-on experience in commercial lending, client management, and business development. You’ll assist in managing client portfolios, preparing proposals, conducting market research, and coordinating communications — all while learning directly from experienced Relationship Directors and senior brokers.
About Guavas Finance
At Guavas Finance, we’re passionate about helping UK businesses reach their full potential. We are a leading financial broker specialising in invoice finance, business loans, and other working capital solutions, as well as asset and property finance. We understand the challenges faced by SMEs and pride ourselves on providing tailored financial solutions that help them thrive.
Why Join Us?
– Career Growth: Learn directly from top finance brokers and an experienced Relationship Director.
– Remote Flexibility: Work primarily from home while supporting UK clients.
– Professional Development: Gain exposure to multiple finance products and client types.
– Supportive Environment: Join a culture that values initiative, collaboration, and professional excellence. Innovation-Driven:
– Be part of a modern, tech-enabled financial services company.
Start Your Career in Finance
Ready to launch your career in finance? Join Guavas Finance and learn from industry leaders while building a strong foundation in client relationship management.
Required Qualifications
Minimum 1–2 years of experience in a finance, banking, or client support role (internship experience considered).
Relevant degree or diploma in Finance, Business Administration, Economics, or a related field.
Strong written and verbal communication skills.
Excellent organisational and time management abilities.
Comfortable working in a fast-paced, remote environment.
Proficiency in Microsoft Office Suite, Google Workspace, and familiarity with CRM tools (Hubspot experience a plus).
Keen attention to detail and a proactive attitude.
Responsibilities
✓Support the Relationship Director in managing existing client relationships and onboarding new clients.
✓Prepare client documents, proposals, and financial summaries for review.
✓Assist in conducting initial assessments of client needs and financial health.
✓Help identify opportunities for cross-selling and upselling financial solutions.
✓Perform research on industries, market trends, and potential clients to support business development activities.
✓Manage CRM data entry and ensure all client records are accurate and up to date.
✓Coordinate client calls, virtual meetings, and follow-up communications.
✓Track deal progress, ensuring timely movement from enquiry to completion.
✓Assist in resolving client queries professionally and promptly. Collaborate closely with the Relationship Manager and internal teams to ensure a seamless client experience.
Required Skills
Minimum 1–2 years of experience in a finance, banking, or client support role (internship experience considered).
Relevant degree or diploma in Finance, Business Administration, Economics, or a related field.
Strong written and verbal communication skills.
Excellent organisational and time management abilities.
Comfortable working in a fast-paced, remote environment.
Proficiency in Microsoft Office Suite, Google Workspace, and familiarity with CRM tools (Hubspot experience a plus).
Keen attention to detail and a proactive attitude.
APPLY FOR THIS ROLE VIA THE BO-SMART JOB SITE.
LINK: https://jobs.bo-smart.com/jobs/relationship-manager-guavas-finance-1760357292715
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