Sr Relationship Manager II
Core
Main point of contact for Global Markets clients initiating onboarding activity for Fixed Income and Equity products, managing relationships and ensuring smooth client integration.
Role type
Senior IC relationship manager (client onboarding & service)
Builds
Onboarding experience for institutional clients (HF, Corps) into Fixed Income and Equity products
Domain
Financial services / Global Markets / Institutional Banking
Deliverable
client delivery
Required skills
Client relationship management, onboarding process coordination, trade lifecycle management, AML/KYC policy knowledge, internal stakeholder liaison, KPI data management, settlement and reconciliation coordination
Preferred skills
Innovation in client service, diverse client engagement, collaborative tool advancement
Technologies
None explicitly stated
Responsibilities
Coordinate sales and support activities for assigned institutional accounts, promote investment product sales through client meetings, manage end-to-end client onboarding experience, review active onboarding cases and escalate SLA breaches, liaise with internal departments to meet go-live dates, manage KPI data for onboarding portfolio
Seniority
Mid-Senior, hands-on IC
