Senior Relationship Manager - Global Private Bank
Senior Relationship Manager Position Summary:
The Relationship Manager (RM) will serve as a trusted advisor to a portfolio of middle-market and large corporate clients, providing strategic financial solutions and fostering long-term relationships. This role is responsible for acquiring, deepening, and managing profitable relationships with companies typically generating annual revenues between $50 million and $2 billion.
Senior Relationship Manager Key Responsibilities:
- Serve as the primary point of contact for clients, delivering tailored financial advice and solutions.
- Manage and grow a portfolio of commercial clients, including lending, treasury, and investment services.
- Identify cross-selling opportunities and collaborate with internal product specialists (e.g., credit, FX, investment banking).
- Analyze financial statements and industry trends to assess client needs and risk.
- Structure and negotiate credit facilities and other banking products.
- Maintain high standards of portfolio credit quality and compliance.
- Prospect for new business opportunities and expand existing relationships.
- Ensure client satisfaction through proactive service and strategic engagement.
Senor Relationship Manager Qualifications:
- Bachelor's degree in Finance, Business, or related field (Master's preferred).
- Minimum 10 years of experience in commercial banking or relationship management.
- Strong understanding of financial products, credit analysis, and risk management.
- Proven track record in business development and client relationship growth.
- Excellent communication, negotiation, and analytical skills.
- Series 7 and 63 licenses preferred (or willingness to obtain).
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