Senior Real Estate Banking Relationship Lead

Page Executive; New York (NY); On-site; Confidential; Full time

Job summary

Page Executive is recruiting a senior Relationship Manager to lead coverage for strategic real estate clients. The role involves developing client coverage plans, deepening relationships with major developers, REITs, and institutional funds.

You will coordinate with investment banking, treasury, risk management and other partners to deliver integrated banking solutions and originate lending, advisory and capital markets opportunities. A track record of senior client management is essential.

Qualifications

• Bachelor's degree in Finance, Economics, Real Estate, Accounting, Business Administration, or related field.
• MBA, Master’s, CFA or other advanced professional designation preferred.

Responsibilities

• Serve as the senior relationship manager for strategic real estate clients.
• Develop and execute client coverage plans to deepen relationships and acquire new clients.
• Act as a trusted advisor to executives including CEOs, CFOs, Treasurers, and investment professionals.
• Lead regular client meetings and identify opportunities to expand wallet share.
• Coordinate with investment banking, capital markets, treasury services, risk management and other product partners to provide integrated banking solutions.
• Originate new lending, advisory, treasury, and capital markets opportunities.
• Develop relationships with major real estate developers, REITs, private equity real estate sponsors, infrastructure owners, and institutional investors.
• Generate annual revenue and return-on-capital targets.
• Partner with credit risk teams to evaluate borrower financial strength, portfolio performance, market trends, and asset quality.
• Present transactions and portfolio reviews to credit committees and senior management.
• Lead negotiation of financing documentation, pricing, terms, and syndication strategies.
• Coordinate execution teams across legal, credit, operations, and capital markets functions.
• Manage complex transactions from origination through closing.
• Support debt capital markets, equity capital markets, and M&A opportunities involving real estate clients.
• Maintain oversight of a portfolio of real estate corporate banking relationships.
• Monitor industry trends affecting office, industrial, multifamily, retail, hospitality, healthcare, data center, and specialty real estate sectors.
• Conduct portfolio reviews and identify emerging risks and opportunities.
• Optimize portfolio profitability and capital utilization.

Skills

Relationship management

Real estate financing

Client coverage

Leadership

Portfolio management

Education

Bachelor's degree in Finance/Real Estate

MBA or CFA preferred

Job description

Page Executive is recruiting a senior Relationship Manager to lead coverage for strategic real estate clients. The role involves developing client coverage plans, deepening relationships with major developers, REITs, and institutional funds.

You will coordinate with investment banking, treasury, risk management and other partners to deliver integrated banking solutions and originate lending, advisory and capital markets opportunities. A track record of senior client management is essential.