Senior Relationship Manager, Corporate & Institutional Banking Job at Robertson & Company Ltd., Manhattan, KS

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  • Robertson & Company Ltd.
  • Manhattan, KS

Job Description

Job Title:

Senior Relationship Manager, Corporate & Institutional Banking

Location:

New York, New York

The Client:

The client is a prominent financial institution with deep regional roots and a global reach. They offer a comprehensive range of banking services to corporate, retail, and institutional clients, emphasizing entrepreneurial spirit, long-term customer relationships, and a commitment to sustainability and digital innovation.

What you will achieve in this role:

  • Drive the acquisition of new clients to enhance the bank's visibility and reach, collaborating with international banking teams to promote financial products.
  • Foster and sustain relationships with both new and existing clients.
  • Develop bespoke financing solutions like syndicated, structured, and bilateral loans, aimed at subsidiaries of major industry players.
  • Work closely with product teams and deal specialists to formulate personalized financial plans, support credit application processes, conduct annual performance reviews, and participate in budgeting activities.
  • Partner with the Risk Management department to jointly develop and evaluate credit applications and strategic business plans.
  • Coordinate with the Loan Documentation and Legal departments to ensure the seamless execution of financial agreements and credit approvals.
  • Undertake thorough due diligence of existing portfolios to assess financial health, verify guarantor stability, and identify risks in fluctuating market conditions.
  • Manage distressed assets, negotiating with co-lenders and borrowers to focus on effective restructuring and repayment solutions.
  • Monitor critical dates, maintain detailed records, and ensure compliance with loan portfolio requirements.

What you must bring to this role:

  • A bachelor’s degree in finance, economics, or a related discipline, with a solid background in credit principles.
  • Proven leadership in the financial sector with 7+ years of substantial experience.
  • Demonstrated proficiency in managing corporate accounts and conducting detailed credit analysis, with a comprehensive understanding of the banking and corporate environments.
  • Experience in Secured Financing, Liquidity Management, and understanding market dynamics.
  • Excellent skills in networking, strategic communications, negotiation, and driving marketing efforts.
  • Strong aptitude for sales, a proactive approach, and a friendly, engaging demeanour.
  • Expertise in complex data analysis and financial modelling, proficient in using advanced financial software.
  • Excellent organizational and time management skills, capable of operating independently and managing high-pressure scenarios effectively.
  • Outcome-focused, proactive, and collaborative, with the ability to perform well in a multinational corporate setting.
  • FINRA Series 7 certification is mandatory.

Note: Salary will be determined based on relevant experience and skills.

Only those who are qualified will be contacted.

Job Tags

Bank staff,

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