Vice President, Relationship Manager, Financial Institutions, Institutional Banking Group
Core
Senior Relationship Manager for institutional investors (funds investing in listed securities), providing commercial banking products and services including cash management, trade finance, custody, working capital, term loans, FX, fixed income, credit products, and derivative hedging.
Role type
Senior IC Relationship Manager (Institutional Banking)
Builds
Commercial banking solutions and client relationships for institutional investors
Domain
Financial Services / Institutional Banking / Funds Management
Required skills
Client relationship management, Credit analysis, Risk management, Product development, Strategic planning, Cross-functional collaboration, Market knowledge (public market funds, derivatives, equities), Financial documentation (ISDA), Portfolio management
Preferred skills
Prior experience covering funds, Existing regional client network
Technologies
ISDA, Credit memos, Trade settlement systems
Responsibilities
Identify business opportunities and interpret client objectives, Engage in financing solutions to grow wallet share, Collaborate with cross-country and product teams to drive strategy, Onboard and review new public market fund accounts, Participate in internal risk management processes, Support end-to-end customer journey from onboarding to trade settlement, Assess adequacy of team processes and tools
Seniority
Senior, hands-on IC