VP Relationship Manager Job Description

VP Relationship Manager Job Description

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VP relationship manager provides ongoing relationship management to maximize sales of bank products and services to employees with enrolled companies.

VP Relationship Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Profitable portfolio growth through effective account management, planning and implementation of sophisticated and complex product strategies
Developing deep relationships at all levels in the client organisation, in particular Chief Executive, Chief Operating Officer and Chief Investment Officer
Understanding client needs to develop and apply product and service solutions
Incremental sales and cross selling, both personally and across the team
Coordinating account plans, performance reviews and product projects for overall relationship
Collaborating effectively with all internal departments to optimise product and service delivery
Ensuring reports, correspondence and sales administrative tasks are completed in a timely manner
Represent Team Head to forums, committees, senior management meetings as required
Contribute with ideas to KPIs, MIS for the team (dashboard)
Control Diligence performed by the team

VP Relationship Manager Qualifications

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

Licensing or Certifications for VP Relationship Manager

List any licenses or certifications required by the position: HKSI, HK, II, CACS, CTFA

Education for VP Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the VP 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 Finance, Business, Accounting, Economics, Education, Management, MBA, Marketing, Business/Administration, Associates

Skills for VP Relationship Manager

Desired skills for VP relationship manager include:

Bank operational policies and procedures
Bank's products and services
Related state and federal banking compliance regulations
Platforms
Product and solution options
Technical capabilities
Adherence to EEO policy
Builds a diverse workforce and supports affirmative action
Company’s products and services
Functional discipline with proven track record of successful relationship management

Desired experience for VP relationship manager includes:

Escalation point in the absence of Team Head
Monitor progress on key initiatives in relation to Funds Distribution
Give at all times a first class service to clients/intermediaries and salesforce
Coordinate regional effort on key initiatives and on-going oversight obligations
Participate to working groups on various projects impacting the team (regulatory or system related)
Educate internal and external stakeholders on corporate and regulatory standards

VP Relationship Manager Examples

1

VP Relationship Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a VP relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for VP relationship manager
  • Establish a robust and constructive network amongst the sales and sales support population
  • Formulating Client Centric Business Plans
  • Manage the various Service Support organizations to ensure a high level of service
  • Maintain and acquire client portfolios in commodity sector
  • Front the clients and structure trade finance facility according to their needs
  • Conduct credit and financial analysis
  • Optimize revenue by managing existing clients and new clients
  • On the account
  • You will have direct ownership of a number of our consultant relationships and serve as the primary contact within GSAM on their views regarding investments
  • Prepare for and attend consultant research meetings group educational meetings and one-on-one client consultant meetings
Qualifications for VP relationship manager
  • Proactive with a high level of attention to detail
  • Strong product knowledge and credit skills
  • Serve as the client advocate within the firm at strategic level, ultimately responsible for client satisfaction
  • Good working knowledge of Investor Services product suite relating to UK Pension and Charity clients – Fund accounting, custody, securities lending, FX, cash management and collateral management
  • Previous experience in working with a large corporate bank
  • Minimum of 5 years of relative industry experience and currently at VP level
2

VP Relationship Manager Job Description

Job Description Example
Our growing company is hiring for a VP 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 VP relationship manager
  • Participate in Cross-Product service reviews with clients and internal ops managers to identify improvement opportunities for both JPM and client
  • Serve as issue escalation point, internally and externally, for any issue that requires senior focus to improve performance
  • Significant improvements around client service performance and Technology initiatives Connectivity, STP, CTQ performance, achieving client service level expectations
  • Successfully influence to change operating processes to improve STP rates and reduce breaks/exceptions
  • Ability to successfully manage/execute projects and initiatives associated with the Client Agenda across multiple product and post-trade functional areas
  • JPM CIB Markets Operations to be recognized by Clients as best in class for Operations relationship management
  • Pro-actively drive the progress of the program and challenge status quo
  • Manage and lead a potential team of Project Managers, working on topics within Client Care portfolio (inside and outside of StepUp Program)
  • Pick up new topics, understand priority and setup inital governance
  • Manage Target Operating Model for various delivery streams in Client Care and CRM
Qualifications for VP relationship manager
  • An understanding of the core products and functions that GS Operations support includes Derivatives, Securities, FX, Clearing and Collateral Management
  • Sell appropriate core financial services products to meet customer needs while developing and expanding account relationships (excludes sales of Consumer Mortgage Products, investment and insurance products)
  • A minimum of 7 years of relative industry experience and currently at VP level
  • Aptitude for building relationships and engaging in strategic conversations with clients
  • An understanding of the core products and functions that GS Operations support including Derivatives, Securities, FX, Clearing and Collateral Management
  • An understanding of Industrialization technology tools and how they can be utilized to drive the
3

VP Relationship Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of VP 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 VP relationship manager
  • Collaborate with product teams such as lending, trade finance, cash management, capital market to cross sell products and financial solutions
  • Work closely with other offices to enhance cross-geographical marketing and leverage the capabilities of the bank
  • Analyze and assess client needs with strategic action plans
  • Work closely with credit team for managing portfolio risk
  • Work with Lead Human Resources consultants, their teams and management to develop and maintain annual incentive plans (both domestic U.S. and international) that support a strong pay for performance environment
  • Provide custom reports and analyses to clients to ensure compensation programs align with both the business and compensation strategy and that they are market competitive
  • Support finalization of the global grading and structure development for assigned businesses
  • Partner with sales management, human resources, marketing and finance to develop and monitor sales compensation programs that drive business results
  • Maintain and manage policy interpretation, plan governance, and review of plan effectiveness and design as needed
  • Provide market intelligence for the investment professional populations (both domestic and international) for client businesses including managing the survey process for the investment population, providing market data as needed for plan development and employee benchmarking to assess market competitiveness
Qualifications for VP relationship manager
  • Excellent business development skills and performance driven
  • Strong product knowledge in international commodity trade finance business
  • Permanent and/or unrestricted authorization to work in the U.S. required
  • Direct the management of all account relationships within an assigned portfolio through a combination of face-to-face, phone and written communication channels
  • Act as transaction processing consultant for clients providing alternative processing solutions & options
  • Work as part of cross-functional project teams, collaborating with Global Corporate Bank, Treasury Services and Global Enterprise Solutions and US and European Commerce Solutions Sales to win and on-board Global Clients with multi-jurisdictional needs and stakeholders
4

VP Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of VP 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 VP relationship manager
  • Manage the year end compensation process for assigned clients, including salary, annual incentive and equity awards
  • Manage select Compensation Committee reporting processes for Investment Professional Incentive Plans, Investment Professional Incentive Plan cash incentive accruals, and carried interest/co-investment Plans
  • Conduct training and education on compensation programs for clients as needed
  • Maintaining and developing existing and prospective client relationships through on-going dialogue
  • Contribute towards the overall team budget by generating leads from existing clients and prospects
  • Work in coordination and collaboration with team members that focus on client service delivery aspects
  • Work collaboratively with colleagues across the wider Nordic team in both Nordic Retail and Nordic iShares, to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies
  • Work with credit and underwriting to comply with all credit requirements all policy matters
  • Partner with constituent departments such as underwriting, credit, Treasury management sales, Capital markets, Wealth & Asset Management
  • Coordinate business development and account management activity across EMEA
Qualifications for VP relationship manager
  • Partner with Middle Office and Operations in the identification and delivery of productivity and efficiency opportunities
  • Partner with ICM, Middle Office, and Operations in covering priority clients from a post-trade perspective
  • Fundamental understanding of all CIB markets products
  • Strong knowledge and experience in end-to-end post trade functions including (trade processing, collateral, valuations, confirmations, settlements)
  • Adapts easily to different cultures and appreciates cultural subtleties
  • Is poised and has sound communication skills
5

VP Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of VP relationship manager. 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 VP relationship manager
  • Prepare credit applications in compliance with bank's policies, guidelines and industry regulations
  • Monitor account performance to ensure good utilization of facilities and proper control of credit and operational risks
  • Coach junior staff and back up other team members to achieve overall team target
  • Review and input into control metric monitoring processes
  • Responsible for generating loans from clients in the designated segment
  • Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, term Loans, Lines of Credit, Commercial Real Estate Loans, and various other commercial banking products and services
  • Analyzes financial data and submits complete credit packages to the Credit Center for underwriting
  • Continually identifies new prospects and develops and presents effective marketing approaches to prospects, primarily through on-site visits
  • Plans long-term and short-term business objectives, including preparing and updating business plans
  • Acts as liaison between Credit Center and prospect/client
Qualifications for VP relationship manager
  • Is detail-oriented and results driven
  • Performs under pressure
  • Identifies unusual opportunities to delight the client or prospect
  • Identifies all possible opportunities to improve the profitability of each client covered
  • Runs the extra mile for the client or prospect
  • Is an unconditional team player

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