Senior Relationship Manager Job Description

Senior Relationship Manager Job Description

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Senior relationship manager provides BDS leadership with customer/market knowledge to support development of capabilities/solutions and offerings to meet domestic and international customer needs.

Senior Relationship Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Escalates with recommendations complex problems/major customer issues to the VP BSC
Receives strategic direction from the VP BSC
Conduct regular review of the performance of clients’ asset portfolio
Working on a big upcoming conference and identifying speakers and possible venues
Assisting with writing projects and deadlines
Acting as a liaison with the Logistics team to make sure they are getting things done
Working with the Press Office TO understand what is being pitched
Putting different groups in touch with the business
Meet annual goals / budgets set by manager for self
Documents profitability analysis and reviews on a quarterly basis

Senior Relationship Manager Qualifications

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

Licensing or Certifications for Senior Relationship Manager

List any licenses or certifications required by the position: ICB, PFP, ITIL, PMP, CCEE, LOMA, V3, V2, CMDB, CTFA

Education for Senior Relationship Manager

Typically a job would require a certain level of education.

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

Skills for Senior Relationship Manager

Desired skills for senior relationship manager include:

Banking products and services
Products and services
Investments industry
Market
Procedures
HSBC’s Group capabilities and CMB’s proposition and product capabilities
International trade products & services
Financial statements and credit assessment skills incorporation
Capabilities and policies
HSBC’s international and domestic strategy

Desired experience for senior relationship manager includes:

Total experience of 5-7 years of which min
Good understanding of the international business trade cycle, forex tranactions and the business processes involved when importing and exporting and ability to apply structured bank solutions to match those needs
Good level of business acumen and international commercial awareness, including economic, cultural, procedural and regulatory issue
Relationship Management - Demonstrate a proven an ability to build trust and credibility through communication, actions and presence
Efficient partnership with senior management other join-up business groups
The jobholder will also adhere to and be able to demonstrate adherence to internal controls and credit policies

Senior Relationship Manager Examples

1

Senior Relationship Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior relationship manager
  • Provide regular CRM audits to ensure an accurate depiction of services, contacts, and procedures
  • Communicating market intelligence and acting as a Talent Advisor to hiring managers providing specialist advice on the domain area of expertise
  • MIS to be provided to the central team for further reporting, within the stipulated guidelines
  • Establish an overall framework for the Supplier Management process, including Supplier Segmentation, Supplier Onboarding, Scorecard Development, and Performance Review
  • Advocate the use of IT software to support the Supplier Management process
  • Ensure that Supplier Management processes are consistent throughout the organization and that Lean Six Sigma and Continuous Improvement processes are employed
  • Engage with Category Managers, Contract Administrators, Procurement Operations, and Key Stakeholders to drive strong collaboration and value delivery with the Supplier Management program
  • Responsible for managing a process to assess the risk of Key Suppliers
  • Assist client and ADP MNC in planning and coordinating for events that cause business impact to either party (upgrades, operational model changes, designated contact transitions)
  • Coordinating with business partners to complete fulfillment and ensuring timeliness in closing dates
Qualifications for senior relationship manager
  • You will have Good analytical capabilities, presentation skills and strong organisational skills and ability to handle pressure and tight deadlines
  • Self-motivated and confident with a high degree of initiative and drive
  • Senior banker with access to senior management of Chinese FI/ Leasing companies
  • Strong relationship with major Chinese FI/ Leasing companies, good client facing skills
  • Strong capability of marketing approach skill to liaise with clients
  • Strong expertise of the banking product know-how
2

Senior Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of senior relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior relationship manager
  • Manages the loan process to ensure requests are being reviewed efficiently
  • Ensures regulatory and policy compliance with state and federal requirements
  • Ensure Relationship Excellence with clients
  • Develop strategic business relationships with top level executives of client/prospect organizations
  • Drive client satisfaction
  • Lead client advocacy
  • Achieve annual revenue targets within stated profit margin goals
  • Responsible for long-term profitability of client relationships
  • Develop and maintain detailed account plans and analysis for individual clients and prospects
  • Monitor development and progress against sales plans for clients/prospects and propose action steps
Qualifications for senior relationship manager
  • As per the Group’s strategic objective of becoming the Leading International Bank, which builds on our global network, recognizes the increasing globalization of the world’s economy and the increased value of international customers
  • Ability to work collaboratively across various functional areas
  • Participate or lead the consulting team in developing the overall strategy to address the client’s needs
  • Effective written and verbal communication skills, including the ability to communicate internally externally with remote locations, external partners and clients, and vendors
  • The ideal candidate will have 5+ years’ experience in financial servicing preferably in trust or asset servicing
  • Knowledge of trust or asset management usually acquired through related work experience in managing client relationships
3

Senior Relationship Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior relationship manager. 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 senior relationship manager
  • Independently produce quality underwriting documents for new/incremental business
  • Meet Credit Risk Review, Audit and OCC requirements for acceptable reviews
  • Ensure that the portfolio and all deal screen memos, term sheets and underwriting documents meet all existing Bank and federal compliance requirements
  • Ensure timely completion of online compliance and operating risk management training modules
  • Work collaboratively with Risk Management on underwriting and credit approval matters
  • Will be required to produce regular status reports including data, information and perspective in preparation of management reporting
  • Strategically manage meetings between subject matter experts and regulatory agencies including preparing management for the meetings, recording key issues and outcomes and ensuring actions are addressed promptly and clearly
  • Coordinate examination preparation, and during examinations, track regulatory agency feedback and findings and provide regular status updates to various senior management and governance forums
  • Pro-actively identify trends in regulatory requests and discussions and raise them to senior management to ensure strategic responses
  • Prepare briefings for senior management for regular and ad-hoc meetings
Qualifications for senior relationship manager
  • The incumbent must be able to effectively articulate views both within the Bank and externally in the marketplace
  • He/She owns the Sales cycle
  • The ability to drive and/or assist in the steps necessary to get various programs launched
  • Demonstrate understanding of the essentials of marketing
  • Minimum of 6 plus years of banking operations experience or customer relationship management experience in the financial industry
  • Excellent knowledge in investment and wealth management products
4

Senior Relationship Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior relationship manager. 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 senior relationship manager
  • Develop and recommend improvements to workflows and procedures in order to increase efficiency and client satisfaction
  • Work through issues and opportunities for clients by partnering directly with internal teams and departments
  • Synthesize client information from multitude of counterparties and sources
  • Attend client meetings with Senior Relationship Managers, over time
  • Ensures the delivery of relationship excellence to a designated client base
  • Facilitates a coordinated service approach for both the client team the internal team
  • Work closely with key stakeholders and subject matter experts to create concise product and feature overviews for submission to our issuing banks
  • Coordinate effective communication of the overviews between our issuing banks and the subject matter experts
  • Cultivate and maintain relationships with our issuing banks and internal customers to promote transparency and efficiency
  • Effectively manage relationship with all portfolio clients, and be organized with a well-established 6- to 12-month-plan to ensure that you have a complete
Qualifications for senior relationship manager
  • Very strong interpersonal skills and communication skills are essential to this position
  • Certifications like M1b, M6, M9, CHI and M8 preferred but not required
  • Good client engagement ability
  • Bachelor's Degree or equivalent education and experience, typically 5+ years of experience in direct Business to Business outside sales within a High Tech industry calling on global accounts
  • Active FINRA series 7 and 63 required
  • Has a wide range of experience and able to resolve complex issues
5

Senior Relationship Manager Job Description

Job Description Example
Our company is looking to fill the role of senior relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior relationship manager
  • Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor’s compliance package
  • Promote customer satisfaction through proactive and effective service delivery, and ensure prompt and effective response to all plan sponsor inquiries
  • Provide HR consulting to management teams
  • Act as a coach to managers for employee relations issues, compensation issues (during mid and year-end cycle), and staffing decisions, as needed
  • Accountable for documentation and client due diligence compliance
  • Ensure required legal and CDD documentation are complete, accurate, presented to and approved by CAC on a timely basis
  • KYC and CDD monitoring is an on-going responsibility
  • Negotiate local agreements with clients in collaboration with BP2S Legal
  • Ensure delivery against annual strategic plans for clients
  • Monitor local revenue vs
Qualifications for senior relationship manager
  • Knowledge of global macroeconomic economics and drivers all-round business acumen
  • Minimum 5 years experience in commercial lending and bank sales experience
  • Minimum of 10 years financial asset servicing or related industry experience is required
  • Proficiency with Microsoft Office suite (knowledge of Microsoft Access not required)
  • Tertiary qualifications in business or a related discipline
  • Successful experience managing multiple searches, and stakeholders, at different stages of the recruitment lifecycle at the same time

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