Global Relationship Manager to Head of Quebec Coverage

Crédit Agricole Group; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major banking institution is seeking a Global Relationship Manager in Montreal to assist in developing coverage strategies for Quebec and Eastern Canada. The role involves contributing to the growth of global relationships, supporting existing clients, and collaborating with various business lines. Successful candidates will demonstrate experience in client relationship management and strategic development. This position offers an engaging environment with a focus on long-term client success.

Responsibilities

• Assist in developing franchise and coverage strategy for Quebec and Eastern Canada.
• Contribute to growing global relationships with major Quebec corporate clients.
• Support the development of various business lines within CACIB.

Job description

Reporting to the Senior Banker responsible for FIG & Corporate Coverage in Quebec, based in Montreal, the Global Relationship Manager ("GRM") will assist in developing the franchise and coverage strategy for Quebec and Eastern Canada. They will contribute to the growth of global relationships with CDPQ, PSP, and major Quebec corporate clients such as Boralex, CGI, CoucheTard, WSP. They will help grow the portfolio with new clients and accelerate existing relationships.

With a transactional approach, they will contribute to providing content, anticipating strategic situations where the bank globally can add value in advisory, acquisition and real asset financing, global markets, and banking solutions for local and primarily international investments of clients. Some growth could come from a selection of new Private Equity clients, independent infrastructure funds, and large families.

The objective is to develop lasting and profitable relationships for CACIB with its clients, and to strengthen its position vis-à-vis competitors. Actively support the development of CACIB's business lines including GMD (Capital Markets, DCM and SET), ERA (Structured and Project Finance), ITB (Transaction Banking), GIB (Corporate Finance, Capital Markets) and any other business line and affiliate of the Crédit Agricole group.

In addition to commercial support, the GRM will be responsible for ensuring smooth and efficient relationships with business lines and the international network in service of our clients, internal credit processes, compliance and reporting.

The position has the following responsibilities, as an assistant to the senior banker for their clients and in support of the Financial Institutions Coverage team in Canada based in Montreal.

Quantitative Performance

The GRM's performance is aligned with that of their Senior Banker with a focus on commercial and administrative support provided to the Coverage team and stakeholders. For each client, quantitative performance indicators are reported on the client evaluation sheet extracted from Client Live (internal CRM tool) where the quantitative performance of the Senior Banker's portfolio is consolidated.

• NBI and Activity Distribution
• Resources and distribution
• Profitability
• Commercial activity
• Main transaction memos
• Portfolio size