Job Summary
The Associate Relationship Manager provides direct sales support to the Senior Bankers to originate new business and in partnership with the Senior Bankers is jointly accountable for client revenues/profitability. Team is focused on Alternative Investment Funds which includes Financial Sponsors, Hedge Funds, Real Money Funds and Insurance companies.
The Senior Bankers are responsible for the overall Client Account Plan/ Client Strategy. The ARM is responsible for supporting the Senior Bankers in the Account Planning (client strategy) process and is responsible for providing support with executing the account plan deliverable/ client strategy.
Key Responsibilities
* Proactive assistance to the Senior Bankers with transactional support on new business origination activities across both Markets and Banking divisions of the bank.
* Support with prospecting of new clients and identifying further commercial cross sell opportunities.
* Coordination with cross-functional and cross-border teams to ensure seamless deal origination & execution (product, capital committees, credit, legal and operations teams).
* Work in partnership with products teams to pitch and deliver the services & products of the bank, including participating in internal and external client calls and meetings.
* Maintain close contact with key stakeholders and wider international network, to ensure prompt and appropriate responses to client queries.
* Assist with the preparation of client reviews, including financial analysis, industry and competitor analyses and identifying key financial and other risk.
* Proactive assistance to the Senior Bankers with transactional support, client research and preparation of documentation i.e. pitch book preparation, research into industry trends etc;
* Coordinating with product teams and other key stakeholders across the network to ensure client materials are of the highest quality.
* Complete bespoke client analysis as required including competitor analysis.
* Post origination activities; client meeting documentation.
* Coordinate with Product Sales and network and assist the Senior Bankers with deal returns calculations and pricing analysis.
* Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Bankers on Account Planning, deal pipeline and call report administration/discipline, as agreed with the Banker.
* Client meeting preparation including preparing briefing notes and coordinating internal discussions, and execution including logistics if attending client meetings in partnership with the Banker.
* Provide support on new business transactions i.e. deal execution support, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, coordination with Product Sales and network on fee booking and revenue recognition.
* Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns for the portfolio and at client level.
* Work with the product partners to maximize cross-sell and returns on risk weighted assets. Assist with deal returns calculations and pricing analysis wherever required.
* Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client.
* In partnership with product partners, ensure appropriate line utilization of complex and structured transactions. Review client profitability data for clients and discuss opportunities/concerns with Senior Bankers. Resolve any revenue/fee/returns recognition issues by engaging with internal stakeholders such as Finance, CPM, back-office teams, etc.
* In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs-based account strategy and related opportunities, transactions, pricing issues etc.
Skills and Qualifications
* Bachelor degree in Banking, Economics, Finance or Accounting preferred.
* Initial experience in similar or relevant role within financial industry.
* Strong verbal and written communication skills (in English), with proven ability to work across cultures and within a dynamic environment.
* Relevant Industry Knowledge.
* Strong numerical and analytical skills.
* Strong client focus with a customer-centric solutions mindset.
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