Relationship Manager - External Asset Managers (EAM)
Core
Managing and developing a portfolio of External Asset Managers (EAM) and their underlying business relationships.
Role type
Senior Relationship Manager (Institutional Banking)
Builds
Integrated institutional service offerings for External Asset Managers
Domain
Banking / Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, commercial development, client governance, risk management, KYC/AML compliance, portfolio management, stakeholder coordination
Preferred skills
Knowledge of securities, trading, custody, FX, institutional banking services, External Asset Manager environment
Technologies
N/A
Responsibilities
Manage and develop a portfolio of EAM clients; Act as the primary point of contact for day-to-day relationship and business matters; Identify opportunities to deepen existing relationships through additional assets, trading activity, products and services; Monitor business contribution and potential of assigned client relationships; Conduct regular client meetings and document follow-up actions; Coordinate client onboarding, account openings and lifecycle activities; Prepare and coordinate pricing proposals and commercial offers; Proactively identify and escalate client, operational, financial or reputational risks; Handle client issues and escalations; Work closely with Business Development, Trading, Product, Operations and other teams.
Seniority
Senior, hands-on IC