Associate Relationship Manager/ Originator

Natixis Corporate & Investment Banking; Bogotá Distrito Capital - Municipio; Sur place; COP 204 478 827 - 249 918 566; Plein temps

Résumé du poste

A leading financial services firm seeks an Associate Relationship Manager in Bogotá. The role involves supporting client management, developing relationships with key clients, and assisting in transaction execution. Candidates should have 2-5 years of relevant experience and strong interpersonal skills to thrive in this position.

Qualifications

• 2-5 years of experience in client management or a related field.
• Fluency in Spanish and proficiency in English required; French is a plus.
• Understanding of financial structuring and due diligence.

Responsabilités

• Assist Senior Country Manager in managing client interactions and business development.
• Support transaction execution and cross-selling opportunities.
• Produce credit applications and maintain data quality in banking systems.

Connaissances

Relationship-building

Client management

Analyzing financial needs

Negotiation

Problem-solving

Outils

MS Word

MS Excel

PowerPoint

Description du poste

Associate Relationship Manager/ Originator

Associate Relationship Manager/ Originator

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The Associate-level Relationship Manager will support the Natixis Colombia & Peru Representative Office Senior Country Manager in client management, identifying key clients, transaction targets, and contributing to business development in the region. This role requires close collaboration with the Senior Country Manager, the Latam Platform, and the primary business lines in New York to help develop goals and strategies aligned with the overall objectives of the Bank.

Key Responsibilities:

• Assist the Senior Country Manager in identifying, establishing, developing, and maintaining relationships with key clients, global clients, and sponsors in Colombia.
• Focus on both Corporate and Financial Institutions, marketing various product lines (Global Markets, DCM, syndications, corporate and project finance, trade finance, etc.).
• Support the origination and assist product lines in New York with the structuring and execution of transactions in Colombia.
• Help monitor the client portfolio by engaging in strategic dialogues with clients, facilitating visible transactions and mandates, and developing cross-selling opportunities.
• Identify clients' financial needs and coordinate with Natixis’ dedicated team to offer optimal financial solutions.
• Collaborate with business lines to formulate and coordinate strategies, and contribute to strategic planning and development of operations.
• Assist in the preparation, monitoring, and reporting of the budget in conjunction with the respective business lines.
• Interact with New York's structuring and legal teams to support transaction execution.
• Coordinate with the Middle Office and NY Latam Platform to follow up on deal development.
• Ensure proper onboarding and periodic review processes for each client.
• Produce Credit Applications and Company & Industry Analysis for the client base, including renewing existing facilities and supporting new transactions.
• Maintain data quality in the Bank's systems to support the Credit Process, KYC, and monthly results reporting.
• Prepare weekly pipeline reports on the CRM for identified or pitched opportunities.
• Assist the Senior Country Manager in ensuring compliance with local authorities’ requirements, including submission of regulatory reports.

Qualifications:

• 2-5 years of experience in client management or a related field.
• Strong relationship-building skills with experience managing client interactions.
• Proven access to Corporate clients and Sponsors.
• Language skills: Must be fluent in Spanish and proficient in English (both written and verbal); knowledge of French is a plus.
• Technical skills: Understanding of financial structuring, cash flow modeling, negotiation, due diligence, credit analysis, and project documentation.
• Proficiency in software applications, including Windows, MS Word, MS Excel, PowerPoint, etc.
• Strong interpersonal skills, capable of delivering clear and comprehensive presentations to clients.
• Team-oriented with the ability to contribute effectively toward collective organizational goals and problem-solving.
• Capable of decision-making through problem analysis, data search, and realistic judgment, demonstrating the ability to make informed decisions and take action.
• Proactive and responsive to client needs, ensuring a high level of satisfaction.

We invite qualified candidates to apply and join our team in fostering strong client relationships and driving business growth.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Industries

  Financial Services, Banking, and Investment Banking

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