AVP, Relationship Manager, Insurance, Financial Institutions Group
Core
Manage and grow a portfolio of insurance clients by delivering holistic banking solutions and driving revenue growth.
Role type
Senior IC relationship manager (financial institutions)
Builds
Banking solutions including cash & trade, securities services, financial markets, and financing products
Domain
Banking / Financial Services / Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
relationship management, business development, account planning, cross-selling, credit analysis, stakeholder management, regulatory knowledge, financial product knowledge, client servicing
Preferred skills
insurance sector knowledge, insurance asset manager coverage, regional financial institution experience, regulatory and market development familiarity
Technologies
cash management, trade finance, derivatives, capital markets, treasury solutions, financing products
Responsibilities
Manage assigned insurance client portfolio, defend and deepen existing relationships, achieve financial growth targets, own client credit relationships, develop strategic account plans, acquire new clients, address client enquiries, coordinate internal stakeholders for solutioning, assess financing opportunities, structure transactions
Seniority
Senior, hands-on IC
