Asset Manager Relationship Banker - Senior Vice President
Core
Serve as the primary point of contact and strategic advisor for a portfolio of Tier-1 and Tier-2 asset managers, bridging firm capabilities with client investment objectives.
Role type
Senior Vice President, Relationship Banker (Asset Management)
Builds
Tailored financial solutions including Global Markets, DCM, Transaction Banking, Lending, and Advisory services for institutional investors.
Domain
Corporate & Investment Banking (CIB) / Asset Management
Deliverable
client delivery
Required skills
Strategic advisory, business development, multi-year account planning, market intelligence, C-suite relationship management, institutional investment landscape knowledge, fund structures understanding
Preferred skills
Credit risk management expertise, Spanish fluency
Technologies
N/A
Responsibilities
Maintain deep engagement with C-suite executives and key decision-makers; Identify and execute high-value business opportunities and cross-selling; Develop and implement multi-year account plans; Provide proactive insights on industry trends and regulatory changes
Seniority
Senior Vice President, hands-on IC
