Job Description

Client Relationship Manager

Headquartered in California, our large banking 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:

The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. 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.

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