Relationship Manager

Consultative Search Group; La Cañada Flintridge (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

A leading financial institution is seeking a professional to drive growth in their fund finance and private debt client portfolio. With a focus on innovative debt solutions, you will mentor team members and develop strong relationships across the banking landscape. The ideal candidate has over 10 years of banking experience and a proven track record in client management and relationship building. Competitive compensation in a rapidly growing organization available.

Qualifications

• 10+ years of banking experience with a minimum of 5 years in client management.
• Experience with corporate clients and credit structures.
• Ability to negotiate term sheets and legal documents.

Responsibilities

• Grow fund finance and private debt firm client portfolio.
• Structure innovative debt solutions with the Managing Director.
• Collaborate on underwriting and due diligence processes.
• Work with specialists to provide a full suite of banking solutions.
• Mentor Portfolio Managers and Analysts.
• Travel for business development and client engagement.

Skills

Banking experience

Client relationship management

Understanding of credit structures

Effective communication

Negotiation skills

Team collaboration

Job description

Headquartered in California, our 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:

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

• 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;
• Experience in dealing with a wide array of corporate clients and credit structures;
• Thorough knowledge of the banking and financial services industries;
• Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
• Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;
• Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;
• Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;
• Ability to write clearly and concisely in both internal credit memos and client communications.
• Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.

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

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Compensation:
$150,000-$210,000 per year