Relationship Manager - FIG, Assistant Vice President
Core
Act as a strategic advisor to clients in raising funds in capital markets and providing advisory services for mergers, acquisitions, and financial transactions.
Role type
Senior IC relationship manager (institutional banking)
Builds
Capital market products, financing solutions, and cash management operations for large corporate clients
Domain
Corporate Banking / Institutional Banking / Capital Markets
Required skills
credit risk assessment, capital market product knowledge, trade finance, syndicated lending, regulatory compliance, client portfolio management, financial advisory
Preferred skills
MBA or Master's degree, Series 7 and 63 licenses, experience with derivatives and securities products, large corporate client management
Technologies
N/A
Responsibilities
Expand portfolio of accounts with complex financial needs to drive revenue growth; Identify customer needs and recommend financing and cash management solutions; Cross-sell banking products including trade finance, FX, commodities, and loans; Manage all credit aspects of the relationship including annual reviews and problem recognition; Assess risk and ensure compliance with laws and firm policies.
Seniority
Senior, hands-on IC