Assistant Relationship Manager Analyst

Intesa Sanpaolo Group; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

Intesa Sanpaolo Group in New York seeks an Assistant Relationship Manager to support the Relationship Manager in business development, client relationship management, and product structuring to meet client needs. You will help in meetings, negotiate facilities, prepare call reports, and ensure KYC/CDD compliance while coordinating with GRMs and HO departments.

This role offers exposure to Corporate Banking products and international clients within a leading European bank, with a focus on

Qualifications

• 1–3 years of experience in a similar role.
• Bachelor’s Degree in Finance, Economics or International Business.
• Master of Science/MBA is a plus.
• Strong customer service skills and ability to listen, elicit information, and resolve issues.
• Thorough knowledge of credit products and procedures.
• Capacity to coordinate with other departments and learn quickly.
• Proficiency with MS Office to prepare reports and presentations.

Responsibilities

• Assist the RM in assessing management trends and economic performance of reference customers.
• Collaborate with the RM in structuring the Bank’s products and services.
• Support meetings with clients, negotiate and structure facilities and deals, in bilateral or syndication contexts.
• Assist in identifying business opportunities and cross-sell corporate and investment banking products.
• Ensure KYC and CDD procedures are followed according to bank policies.

Skills

Customer service

Communication

Cross-functional collaboration

Education

Bachelor's in Finance/Economics or International Business

Master of Science/MBA

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Assistant Relationship Manager will support the Relationship Manager with business development and managing the relationship with the branch's Global Corporate Clients assigned, structuring of products and services to meet customer needs, as well as with the development and enhancement of current and prospective client relationships, corroborate with the RM in meeting with clients, including negotiating and structuring facilities and deals, both on a bi-lateral basis or in syndication, preparing call reports, liaising with GRMs & Head Office departments & ensure the execution of all administrative requirements in support of the Relationship Manager.

What you'll be doing

Key responsibilities include:

• Assist the Relationship Manager in assessing management trend and economic performance of the reference customer and activating the necessary corrective actions;
• ollaborate with the RM in structuring the Bank’s products and services to meet customer needs and provide support in the development and enhancement of current and prospective client relationships;
• Accompany and support the RM in meeting with clients, in negotiating and structuring facilities and deals both on a bi-lateral basis or in syndication, in preparing call reports and liaising with GRMs and HO departments;
• Assist the RM in identifying business opportunities and with cross-selling Intesa Sanpaolo’s financial products and services, which includes Corporate and Investment Banking products, etc;
• Ensure the Branch’s KYC (Know Your Customers) and CDD (Customers Due Diligence) procedures and directives are strictly adhered to.

Who we are looking for

We would be pleased to hear from you if you have:

• 1/3 years of experience in similar role
• Bachelor’s Degree in Finance, Economics or International Business from an accredited education institution or comparable/related work experience
• Master of Science/MBA, a plus
• Capacity to provide outstanding customer service while listening, eliciting information, comprehending, and resolving complex issues efficiently
• Thorough knowledge and familiarity with credit products and procedure
• Capability to co-ordinate with other Departments and keen to learn
• Extensive knowledge of the Bank’s policies and procedures and its control environment
• Superior MS Office skills to prepare communication, reports and presentations by utilizing Microsoft Word, Excel, and PowerPoint.

What we offer

• The salary range for this position is 90k $- 110k $

About us

We are the leading banking group in Italy and one of the Top Tier in Europe. Join us and be part of our successful story!

With over 20 million customers in Italy and abroad, we are a true engine of sustainable growth, with a strong commitment to the environment and a tangible impact on society. People are our driving force. We take care of them and foster an inclusive culture where everyone feels valued and empowered.

The IMI Corporate & Investment Banking Division is a global partner for Corporate, Public Finance and Financial Institutions clients. Committed to supporting the economy in the countries in which it operates, it stands out for its historical presence in financial markets and its extensive and innovative offer.

Join an international and innovative Group. Don't wait for the future, choose it!

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We guarantee an inclusive and equal environment. We will consider all applicants regardless of race, religion, sexual orientation, gender identity, marital status, national origin, age, disability, or any other protected category in compliance to D.lgs. 198/2006, 215/03 and 216/03.

For the evaluation of the application, the data will be processed by Intesa Sanpaolo S.p.A.as Data Controller. We invite you to review the dedicated Privacy Information Notic efor more details.