Client Relationship Manager

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profile Job Location:

New York City, NY - USA

profile Monthly Salary: $ 185000 - 250000
Posted on: 30 days ago
Vacancies: 1 Vacancy

Job Summary

Client Relationship Manager

Headquartered in California our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation and enterprising spirit and a commitment to absolute integrity the company gives people the confidence to reach further.

Job Summary:

The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market.

Responsibilities

  • Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan deposit and fee income goals.
  • In partnership with the Managing Director for the Eastern U.S. structure debt solutions that are sufficiently innovative to attract new clients.
  • Collaborate with other team members to complete the underwriting due diligence and documentation process for loans.
  • Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products foreign exchange interest rate derivatives and letters of credit.
  • Mentor other team members including Portfolio Managers and Analysts.
  • Travel to cities in the Eastern U.S. to source new business visit existing clients and attend industry conferences and events.

Qualifications

  • 10 years of banking experience with a minimum of 5 years of direct client relationship management experience ideally with banking fund finance;
  • Experience in dealing with a wide array of corporate clients and credit structures;
  • Thorough knowledge of the banking and financial services industries;
  • Ability to quickly build credibility close deals and win relationships from competitors in order to generate incremental loan outstanding fees deposit balances;
  • Understanding of private investment firm structures including buyout fund of funds venture capital senior debt and mezzanine debt;
  • Experience in negotiating term sheets structuring credits and reviewing and negotiating legal documents in partnership with counsel;
  • Demonstrated ability in high level effective communication and presentation skills including the ability to effect desired results in the back-office and product areas of the bank;
  • Ability to write clearly and concisely in both internal credit memos and client communications.
  • Team player with a highly developed ability to work and communicate effectively with credit and all levels of management throughout the organization.


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Manager

Client Relationship Manager Headquartered in California our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation and enterprising spirit and a commitment to absolute integrity the company gives people the confi...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry