Relationship Manager Corporate Job Description

Relationship Manager Corporate Job Description

4.7
159 votes for Relationship Manager Corporate
Relationship manager corporate provides policy advice related to GB&M products, services and clients, and ensure that the Financial Crime Compliance function is resourced adequately to address the risks associated with the GB&M businesses.

Relationship Manager Corporate Duties & Responsibilities

To write an effective relationship manager corporate job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship manager corporate job description templates that you can modify and use.

Sample responsibilities for this position include:

Market the banking products and solutions to clients such as lending, trade finance, treasury etc
Acts as transaction processing consultant for clients providing alternative processing solutions and options
Work closely with the management to formulate business strategies
To work in collaboration with the Business Development Manager for this vertical and together to be responsible for the of the sector
To prioritise face to face meetings with clients, gain knowledge of the business operations and information needs of the client and actively network to build strong relationships at a senior level and with stakeholders in other departments within the company
Actively network at external events to identify new business opportunities for BDM upsell opportunities
Ensure dates of all renewals are well planned and work commences three months in advance
Directs the management of all account relationships within an assigned portfolio, through both written and verbal
Administrative and business support to Ship Finance and Aircraft Finance
Financial and cashflow analysis

Relationship Manager Corporate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Relationship Manager Corporate

List any licenses or certifications required by the position: UCC, LOB, BAU, CBRM, BRMP, CCTS, LEAN, ITIL, PMP

Education for Relationship Manager Corporate

Typically a job would require a certain level of education.

Employers hiring for the relationship manager corporate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, MBA, Business/Administration, Economics, Education, Management, Marketing, Financial Services

Skills for Relationship Manager Corporate

Desired skills for relationship manager corporate include:

Trade
Deposit and treasury products
Financial exposure and operational risk related to transactions associated with bank products and services
ClientVision
Group systems
HORIS
How MME corporate clients operate
CMB policies and procedures as per CMB FIM
Global Links and GRPT
GB&M

Desired experience for relationship manager corporate includes:

Ability to understand complex customer structures, (ie
Provide quality service at every customer/business partner interaction
High school diploma or GED and 11 years experience
At least 4 years of Corporate Banking experience with client exposure in mid-cap and large corp space
Strong business development skills, performance driven and sales-oriented
Strong interpersonal skills, ability to engage with people at all levels

Relationship Manager Corporate Examples

1

Relationship Manager Corporate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of relationship manager corporate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship manager corporate
  • Comprehensive identification and due diligence of new clients in accordance with laws and internal directives, particularly with regard to potential reputational risks and money laundering
  • Formalities for new clients
  • Portfolio review and monitoring for existing clients
  • Involved into assessment of customer needs, providing custom-made financing solutions and preparation of term sheet
  • Coordinate with transaction team and external lawyer on legal documentations
  • Ongoing, proactive client investigation through the internal network, internet, newspaper, industry, press and publicly accessible databases
  • Leverage industry knowledge and expertise in Risk and Regulatory Compliance in monitoring the Financial Institution (Bank & Non-Bank) portfolio
  • Proactively identifies operational, risk and compliance deficiencies and institutes steps to correct in collaboration with the VP Financial Institution
  • Center of expertise with accountability for account opening and processing client transactions to ensure operational effectiveness and Group Compliance Standards met
  • Support VP Financial Institution with the design and execution of client strategy and ensuring that Risk & Regulatory Compliance objective is achieved through a collaborative approach
Qualifications for relationship manager corporate
  • Establish and strengthen senior level contacts within each client relationship
  • Knowledge of Investment Banking products and preferably execution experience Position will provide support around capital structure analysis concentrating on syndicated leveraged finance transactions, corporate finance advisory, interest rate and currency hedging, traditional banking products
  • Knowledge of credit underwriting and structuring
  • To develop a thorough understanding of the value of the ft from existing clients in this sector
  • Minimum 8-10 years professional experience in consulting or Project Management, Construction Management, or Real Estate Development
  • In lieu of degree, may have relevant work experience to include 3-5 years of account management, sales or contract
2

Relationship Manager Corporate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of relationship manager corporate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship manager corporate
  • Contributing to the team in areas like training, development and coaching and process improvement
  • The role will engage with and work widely with a wide group of key stakeholders across the organisation, as part of their day-to-day management of the business
  • The role will utilise the capabilities and skills of the individual developing the individual through new challenges and gaining new skills and capabilities
  • Contributing to the team in many different areas like training, development and coaching and process improvement
  • Preparation of periodic client revenue and profitability reports and forecasts ongoing, active management of pipeline activity, including pipeline reporting
  • Responsible for developing new business, underwriting, structuring and the closing of commercial loans, maintaining and servicing the existing portfolio
  • Create and manage annual workplace giving and Local Government campaign plans and timetable, employing a fund raising process that sets goals, and helps to identify volunteer leadership
  • Organize the campaign structure as needed to respond to changes in the workplace in employment and campaign potential
  • Ensure a written strategy for all campaigns and campaign segments
  • Recruit, retain and grow corporate and workplace giving donor base
Qualifications for relationship manager corporate
  • With minimum of 3-5 years relevant experience in corporate/commercial banking as a relationship manager in China/local corporates
  • Experience in handling blue chips or local listed clients is a plus
  • Candidates with more experience will be considered as Senior Relationship Manager
  • Experience in handling SOE clients is a plus
  • At least 3 years of Corporate Banking experience, candidates coming from commercial banking background will also be considered
  • For China Corporate, experience in handling SOE clients is a plus
3

Relationship Manager Corporate Job Description

Job Description Example
Our growing company is looking for a relationship manager corporate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship manager corporate
  • Analyze campaign results and conduct annual campaign critique meeting
  • Maintain current knowledge of community political, social and economic factors that may affect the campaign
  • Implement new fund raising techniques in response to a changing environment maintain functional/productive functions that are producing high level results
  • Grow business with a focus on Africa and Middle East region
  • Manage client relationships at senior levels that have regional business mandates for multiple markets in Asia based out of Singapore
  • Work closely with the local relationship teams to generate business revenue
  • Obtain market intelligence and formulate business development strategies
  • Assembles and leads cross-functional team to quickly respond to customer request
  • Maintains active prospecting effort, including identification, qualification and calling
  • Anticipates and solves internal obstacles for the client with a sense of urgency and consistently finds the right way to get things done for the client
Qualifications for relationship manager corporate
  • For Local Corporate, experience in handling blue chips or local listed corporate clients is a plus
  • At least 8 years of Corporate Banking experience with strong track record
  • Strong business development skills and market knowledge
  • Deliver superior client experience when working through requests/problems (routine to complex) with clients by consistently providing effective responses & or appropriate solutions in a timely manner
  • Responsible for the accurate process of client transactions, such as account opening, change request, account closure & update signing authority for Bank & Non-Bank clients ensuring Group Compliance Standards met
  • Follow up on all transactions including monitoring of accounts held to be deficient ensuring VP Financial Institution remediates in a timely manner
4

Relationship Manager Corporate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of relationship manager corporate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship manager corporate
  • AsRelationship Manager you are responsible for making sure that client’s needs are met, and always being on the lookout for how we can do things better
  • Focus on renewals and up-sell opportunities with your clients
  • Proactive selling and growing the account off-cycle is a key aspect of the success of a Relationship Manager
  • Learn about the business, the team and LinkedIn’s platform and products and associated tools to enable success in your role
  • Understand the critical importance of LinkedIn’s Talent Solutions to our clients
  • Optimize your LinkedIn profile to start building your online reputation by adding media rich content and compelling information regarding LinkedIn's Hire, Market, Sell strategy
  • Arrange calls with key decision makers of your pre-defined customer portfolio of clients
  • Understand your customers’ business needs and drivers and develop/present bespoke solutions with the view of closing business in line with and to exceed your quarterly quota
  • Have a defined territory plan that includes goals and objectives, account analysis and action points
  • Be able to negotiate renewals by addressing pricing, margin, commercial issues
Qualifications for relationship manager corporate
  • Demonstrated expertise in a Risk and Regulatory Compliance environment specific to Financial Institution
  • Knowledge of and interaction with regulators relevant to the Financial Institution sector
  • Self-motivated to achieve above average results
  • Sound knowledge of regional economies, industries and corporate banking products
  • Continuous learner with a deep curiosity about his/her diverse clients and compliance with Bank operational standards
  • 3-5 years’ experience in a compliance environment with a focus on Financial Institution
5

Relationship Manager Corporate Job Description

Job Description Example
Our innovative and growing company is hiring for a relationship manager corporate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship manager corporate
  • Be able to build a pipeline and reliably forecast in a transparent manner
  • Have demonstrated proactive selling by growing your first accounts off-cycle through add-on product sales
  • Continually review and update your LinkedIn profile on an ongoing basis, ensuring that you are sharing fresh contents and insights
  • Have delivered/exceeded against your annual revenue targets selling unique solutions that connect talent with opportunity on a massive scale and change the way businesses operate
  • Have delivered an exceptional client experience and become a trusted advisor by supporting your customers’ business needs with excellence
  • Be positioned as an ambassador for the company both internally and externally, having worked on projects outside your core role to improve the team, bring value to your manager and to benefit the company and member base as a whole
  • Operate as the key member of the deal and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns deliver activities in instituting cross-selling initiatives to clients across all areas of the bank and transitioning them into significant sales (5%)
  • Drives work in line with the organization’s mission, operations, structure, and goals
  • Drive and manage reporting out of the firm's regulatory engagement tools for the purpose of increasing adoption, ensuring data quality, supporting engagement managers, and advising senior management on emerging themes and trends
  • Communicate across LOBs, Functions, and Regions, at multiple levels to drive adoption of tools and share best practices in regulatory management in order to drive consistency
Qualifications for relationship manager corporate
  • A post-secondary diploma/degree, ideally in Commerce, Finance, Business Administration or related experience is required
  • Strong and well-networked Relationship Manager within financial services and preferably with health exposure
  • For Relationship Manager, minimum 3-5 years of sales and marketing experience in corporate banking environment with proven record in new customer cultivation
  • A college graduate, preferably with a BA degree, an MBA or comparable amount of related business/industry experience is a plus
  • A minimum of 7 years of related work experience in a Corporate Banking setting, preferably with Media Telecom experience
  • Must have had historical accounting and finance experience/knowledge

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates