Relationship Manager VP - Financial Institutions

Social Capital Resources; New York (NY); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

A prominent financial services firm in New York, NY is seeking a VP, Relationship Manager for their Financial Institutions sector. This role involves understanding clients' business objectives, promoting banking products, and providing strategic recommendations based on data analysis. The ideal candidate should have a Bachelor's Degree and at least 5 years of client-facing experience in Financial Institutions.

Qualifications

• 5+ years of client-facing experience in Financial Institutions.
• Ability to manage multiple projects and clients.
• Experience in the fund finance sector is a plus.

Responsibilities

• Promote banking products to Financial Institutions.
• Identify potential business opportunities.
• Analyze clients' data for strategic recommendations.
• Manage risks associated with business activities.

Skills

Client-facing experience

Strong communication skills

Relationship management

Analytical skills

Education

Bachelor's Degree

Job description

Relationship Manager VP - Financial Institutions

Relationship Manager VP - Financial Institutions

1 day ago Be among the first 25 applicants

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Social Capital Resources provided pay range

This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $170,000.00/yr

Additional compensation types

Annual Bonus

Top-Tier Commercial Bank in Midtown, Manhattan is seeking a VP, Relationship Manager to support their Financial Institutions space!

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities:

• Promote banking products and services to the Financial Institutions companies in assigned sector and clients.
• Understand needs of prospective clients and identify suitable potential businessopportunities with prospective clients.
• Perform client relationship activities for clients/prospects including identifying marketing opportunities and managing client risk profile.
• Relationship Manager should have a keen eye for identifying new and key business opportunities with the goal to expand business and realize budget within the risk appetite of the Bank.
• Responsible for owning and managing risks associated with FID business activities and take proactive responsibility and accountability in identifying, assessing, monitoring, controlling, and reporting the risks as the 1st Line of Defense.
• Dialogue with our clients to understand their business objectives and challenges
• Analyze clients' data and provide strategic recommendations to clients
• Present value-proposition to sales leads and current customers
• Prospect for new sales leads and close sales

Qualifications

• Bachelor's Degree
• 5+ years of client-facing Financial Institutions RM experience is preferred, and experience in the fund finance sector is a plus.
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Banking

Referrals increase your chances of interviewing at Social Capital Resources by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Disability insurance

Paid paternity leave

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