Client Relationship Manager

Job Description

Job Description

Client Relationship Manager

Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further.

Job Summary :

The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market.

Responsibilities

• Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
• In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
• Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
• Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
• Mentor other team members including Portfolio Managers and Analysts.
• Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events.

Qualifications

Many of our job openings can be viewed at https : / / jobs.crelate.com / portal / consultativesg

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