Associate / Vice President - Relationship Manager, Financial Institutions
Core
Managing and expanding relationships with a portfolio of financial institution clients (banks, insurance, asset managers, securities firms) to deliver tailored banking solutions.
Role type
Senior IC relationship banker (financial institutions)
Builds
Financing, capital markets, structured finance, and advisory solutions for financial institution clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Relationship management, capital markets knowledge, structured finance, risk management, transaction execution, regulatory compliance, business development, account planning, cross-functional coordination
Preferred skills
Experience in corporate banking or investment banking, knowledge of foreign exchange products, ability to work in a collaborative international environment
Technologies
N/A
Responsibilities
Develop and maintain long-term relationships with financial institution clients; Identify and originate new business opportunities across financing and capital markets; Coordinate complex transactions with internal product, credit, risk, and legal teams; Monitor market trends and regulatory changes; Translate market insights into business opportunities for clients.
Seniority
Senior, hands-on IC
