Client Executive / Portfolio Manager
Client Executive / Portfolio Manager ( Belfast £35k)
Our client, one of the leading economic development organisations in Northern Ireland is currently recruiting for the post of Client Executive. This role encompasses the management and building of relationships on behalf of clients to accelerate growth and encourage strategic development of the Northern Ireland Economy. The role will involve working with business start ups, liaising with regional third party organisations and contributing to the development of local and regional strategies.
The main duties and responsibilities of the Client Executive post include:
· Managing a portfolio of clients, identifying and encouraging opportunities for growth, drawing upon resources and expertise within Invest NI to ensure that client needs are addressed;
· Establishing credible relationships with the management of client companies, developing a good understanding of their businesses and acting as their main point of contact within Invest NI;
· Providing guidance to client companies on the preparation of proposals for support (including financial assistance) and other sources of third party finance;
· Appraising client business plans in line with Invest NI’s policies and procedures;
· Negotiating packages of assistance for clients and preparing casework submission for presentation to the appropriate delegated approval authority;
· Monitoring the performance of the client portfolio using the range of modelling and analytical techniques available and initiating corrective action where required;
· Monitoring the spend of client companies in line with agreed budgets;
· Preparing written briefings for third party organisations and drafting responses to Assembly/Parliamentary Questions and Ministerial Briefings in relation to the performance of client companies and broader sector issues.
· Ensuring clients are fully informed and aware of products and services and how these products and services can contribute to the further development of the company.
· Adopting a Client Team approach to achieve shared goals and deliver on the identified needs of customers.
· Carrying out Business Health Checks on client companies.
All applicants must have recent experience in a finance roles with proven experience in analysing business plans.and business risk. You must provide evidence of strong relationship management and interpersonal skills with proven ability to negotiate and influence customers and stakeholders. They must also have proven experience of identifying business constraints and implementing strategies / action plans to successfully address them. Full use of a vehicle is also essential for travel through out N.Ireland.
To apply for this role please email your cv via the portal provided and we will forward you an application form.
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