Relationship Manager Financial Institutions (m/w/d)
Core
Develop and maintain relationships with institutional clients, conduct due diligence, and ensure compliance with regulatory requirements for a bank.
Role type
Senior IC relationship manager (financial institutions)
Builds
Long-term client partnerships and tailored investment solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Institutional relationship management, due diligence (CDD/EDD), risk analysis, compliance (AML/KYC/CTF), financial assessment, strategic advisory
Preferred skills
Bank product knowledge, data analysis
Technologies
Microsoft Office
Responsibilities
Develop and maintain relationships with institutional clients, conduct comprehensive due diligence and risk assessments, ensure compliance with AML/KYC/CTF regulations, create presentations and portfolio updates, collaborate with compliance and law teams, document client communications and transactions
Seniority
Senior, hands-on IC