Relationship Resume Samples

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CC
C Cremin
Cody
Cremin
7072 Nico Well
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+1 (555) 649 5463
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MA
Phone
p +1 (555) 649 5463
Experience Experience
Chicago, IL
BPI Relationship Manager
Chicago, IL
Kreiger, Lockman and Yundt
Chicago, IL
BPI Relationship Manager
  • Hong Kong Portfolio Management, Trading and Business Operations Relationship Management
  • Manage improvements to process and platform
  • Product development management
  • Comprehend technical framework of business process and identify areas for improvement
  • Assist in defining scope and impact of projects, and effectively communicate results to stakeholders and management
  • Assist BLK Singapore in identifying, shaping and executing strategic initiatives
  • Manage pipeline of BAU requests & support
Houston, TX
Bilingual Relationship Manager
Houston, TX
Jenkins-Collins
Houston, TX
Bilingual Relationship Manager
  • Develops and implements educational programs designed to improve client's transaction processing performance
  • Develops and implements educational programs designed to improve client’s transaction processing performance
  • Manages communications with lines of business partners to ensure a unified account management strategy with client base
  • Develop client’s relationships at the most senior / strategic levels. Deals with customers key financial decision makers
  • Proactively delivers increased value by demonstrating continuous improvement and change management best practices throughout the life cycle of the client
  • Develop a client plan and a relationship strategy with each client and qualified prospect
  • Works with internal departments to ensure a high level of support for the client. Examples include resolving software, hardware, and policy problems
present
Detroit, MI
Relationship Manager, Business Banking
Detroit, MI
Kling Inc
present
Detroit, MI
Relationship Manager, Business Banking
present
  • Responsible for generating loans from Business Banking clients. Responsible for expanding the business of existing clients
  • Works with Business Credit Center for credit underwriting, processing, closing and portfolio maintenance
  • Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
  • Manage and grow existing portfolio of customers whilst seeking to drive new business
  • Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects
  • Maintains loan files and documentation according to bank policies. Responsible for independently discussing with the Credit Executives specific client issues
  • Maintains covenant compliance and obtains updated financial information on the existing loan portfolio
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Harvard University
Bachelor’s Degree in Finance
Skills Skills
  • 11) Actively manage and minimize overdue Accounts Receivable balances
  • 7) Ownership for institutionalizing Best Practices consistently across their client base
  • 3) Partners with the Relationship Managers to ensure issues are escalated and communicated in a timely manner both internally and directly with the client
  • 4) Manages large/complex projects such as restructures, conversions, manager terminations, new business/product launches, process change management and fund closures, terminations
  • 6) Governance responsibility: Ensure implementation of appropriate SLA’s, stop light reports, issues logs are created and maintained for assigned clients’. Establish the appropriate metrics package and frequency for each of their client relationships. Provide oversight for the delivery
  • 2) Maintains client service levels for assigned clients’ by ensuring the timely and accurate delivery of the services from each area. Implement and maintain an appropriate Governance structure. Attends or arranges operational, service review and due diligence meetings both internally and externally with clients’, as appropriate. Ensure they are aligned with GFS NA Best Practices
  • 8) Ensures that risk is managed across Service and Delivery. They are responsible for ensuring that an incident is logged, where appropriate
  • 10) Ensure timely delivery of client invoices and reporting on overdue invoices
  • 1) Responsible for overseeing Service and Delivery across multiple client relationships when a CSDM is not assigned
  • 12) Provide timely notification of client market opening requests to the Enterprise Market Opening Team. Track timely opening and escalate delays
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15 Relationship resume templates

1

Relationship Marketing Supervising Associate Resume Examples & Samples

  • Manage day to day activities on large sponsorship programs including sport-marketing related initiatives
  • Ability to interact with top-level management
  • Deep understanding of the external drivers that impact our business, including regulatory issues, accounting changes, economic drivers and work force changes
  • Proficient at identifying new programs, and assessing opportunities against specific criteria
  • Confident working as part of a larger team, with an ability to take the lead on projects you own
  • Strong project and event management skills and attention to detail
  • Competent at handling several projects concurrently, at various stages of progress
  • Ability to manage internal and external resources to accomplish project details, on a timely basis
  • Judgment over when to seek counsel, or when to raise potential problem areas to the next level of supervision
  • A minimum of 5-7 years related experience
2

Retail FIG Relationship Manager Resume Examples & Samples

  • Act as a supporting relationship manager in the execution of account plans for larger existing clients and high potential prospects
  • Develop, own, and execute account plans specific to each firm assigned and fully engage in representing these plans within the Global Retail Platinum and Strategic Client Program efforts
  • Ensure high coordination from all BLK parties in developing strategy and execution of an integrated client experience for retail FIG clients
  • Represent Retail FIG and BLK at client and industry events; positioning all of BLK capabilities and thought leadership to enhance brand awareness in the Insurance space
  • Invest in internal relationship building across the firm in order to deliver a One BlackRock experience to clients
  • Partner closely with the Head of Retail FIG to help shape the strategic direction of the business develop the business plan with tactics and milestones to measure successful execution
  • 6 years+ of relationship management & business development experience with intermediary clients
  • High capacity for persuasion and influence in a consultative capacity with client firms
  • Understanding of the organization dynamics of a retail insurance company
  • Ability to work across the functional areas of BLK to deliver the firm to clients as well as project manage and advance the business
  • CFA, and/or MBA, and/or CIMA highly preferred
  • Core value as a team player
3

BPI Trading Relationship Manager Resume Examples & Samples

  • The role of an RM within BPI includes conducting the business analysis and project management of large scale change initiatives
  • As a project manager / business analyst, responsibilities include: gather requirements, assist with product design, coordinate testing and integration, as well as deploy and support the new Aladdin functionality on behalf of BlackRock
  • Partner with BlackRock staff, including Trading, Investments and Operations teams to understand their workflow/processes, in order to deploy viable solutions to meet their needs
  • Coordinate global trade execution and processing initiatives, from a regional and global perspective, across various internal BlackRock teams
  • Stay abreast of the changing regulatory landscape and ensure there is a vision and strategy to develop Aladdin to meet the requirements
  • Participate in strategic trading initiatives across the organization. Stay abreast of market drivers and vendors competing in the various platforms/tools space
4

BRS Relationship Manager, Associate Resume Examples & Samples

  • Relationship Management: manage relationship with client’s teams to include senior management (e.g. Chief Investment Officer, Head Portfolio Managers, Chief Technology Officer and Head of Operations). Understand their business objectives and needs, and help them leverage BRS expertise to achieve their organisation’s goals
  • Project Management: as an extension of their client’s in-house team, work with client to create and manage project plans, coordinating resources across multiple functional areas within BRS
  • Build strong internal relationships within BlackRock Solutions, and the wider BlackRock globally, in support of your clients
5

Relationship Manager Associate Resume Examples & Samples

  • Drive home office partnership opportunities within the client base the RIA National Accounts team with a particular focus on RIA custodians, turn key asset management providers (TAMPs) and RIA aggregators
  • Work closely with Head of USWA National Accounts and SRMs on strategic business development initiatives
  • Meet or exceed net new business targets
  • Surface and execute transformational product development and product placement opportunities
  • Cultivate BlackRock relationships with C-level, home office and field management
  • Maintain an in depth understanding of the clients’ corporate agenda, initiatives and goals
  • Synthesize and communicate client insights and market intelligence
  • Effectively manage a sponsorship budget and measure ROI
  • Partner closely with the sales teams; align with field initiatives and be responsive to field inquiries
  • Drive information/data gathering and composition of internal senior management briefing documents
  • Travel frequently for client meetings and sponsored events
  • Knowledge of ETFs, mutual funds, and separate accounts
  • High energy, flexible, motivated individual with a commitment to excellence
  • Ability to represent BlackRock in a professional manner
6

BPI Relationship Manager Resume Examples & Samples

  • Coordination of business driven platform initiatives
  • Assist BLK Singapore in identifying, shaping and executing strategic initiatives
  • Take ownership to ensure projects are resourced appropriately and managed to timelines (including coordination across PAG, APG, Ops, APS, etc.)
  • Manage pipeline of BAU requests & support
  • Enforce a “no dropped balls” discipline in ensuring BLK requests are followed through to conclusion
  • Act as escalation and resolution point for support issues concerning Aladdin Client Services, PAG, APS & Ops
  • Ensure
  • BLK is the preeminent user of Aladdin
  • Aladdin is being fully leveraged across the organization and drive projects to reach that goal when it is not the case
  • Users are fully trained on Aladdin functionality (including specific training for new employees being on-boarded
  • Keep end users abreast of changes to the platform
  • Know and understand the idiosyncrasies of the various investment processes to best manage change
  • Hong Kong Portfolio Management, Trading and Business Operations Relationship Management
  • Proactive partnership with BLK’s business teams in Hong Kong, to define, design and deliver on their strategic platform priorities
  • Hands on subject matter expertise of Aladdin. Provide classroom and 1:1 support of tools and functionality, and take responsibility to manage end user enhancement requests and issues spanning multiple teams
  • Operate using a ‘One BlackRock’ approach to combining the wider Aladdin, technology, Operations & other platform resources to provide a coordinated and coherent global operating platform for the business globally
  • Ensure transparency around BPI activities and the prioritization process
  • Directly contribute to solutions through individual work
  • As part of the Aladdin strategy, work closely with BPI colleagues in Asia, EMEA & the US and the Aladdin development community. Deliver relevant requirements, testing, communication and training to your clients
  • 3-5 years of working experience in financial services industry. Familiarity with buy-side investment management processes a plus
  • Communication – Clear and concise writing skills. Ability to capture business requirements and communicate them to IT development teams
  • Client Facing / Presentation skills – Confident and professional in front of clients
  • Business Knowledge – Good overall understanding of the Investment Process. Knowledge of Aladdin is a significant plus
  • Technical understanding - Solid understanding of the software development process. Able to translate business needs into software design ideas
  • Problem solving – Hands on approach to investigating and solving problems, with sound analytical basis and end to end delivery of solutions
  • High level of self-motivation, with a strong work ethic
  • Able to track and work on solutions to multiple issues and requirements simultaneously
7

BPI Investments Relationship Manager Resume Examples & Samples

  • Learn the core Aladdin suite of tools, and develop expertise in tools utilized most heavily by Portfolio Managements, namely Portfolio Construction, TradeEntry, Portfolio Monitor, RACE and PRISM
  • Partner with multiple Investment teams, Business Management, RQA and PAG to understand nuances of each team’s workflow/processes
  • The role of an RM within BPI includes conducting the business analysis and project management of large scale change initiatives, specific responsibilities include: gather requirements, assist with product design, coordinate testing and integration, as well as deploy and support the new Aladdin functionality on behalf of BlackRock
  • Manage prioritization of key enhancement requests and maintain up to date project information in project tracking tools
  • Serve as a day to day coordination and escalation contact for supported FI teams regarding platform issues
  • Facilitate timely risk managed resolutions to issues raised and identify repeat issues and propose action items
  • Ability to provide clear business requirements and liaise with APG teams to complete the vision
  • Participate in strategic Portfolio Management initiatives across the organization
  • Excellent communication and presentation skills (written and verbal)
  • Ability to manage and lead as well as perform hands-on tasks
  • 5-7 years’ work experience in the financial services industry. Familiarity with buy-side investment management process and instruments
  • Past experience in client service role working closely with clients on product design, deployment and business process redesign desired
  • Understanding of the changing regulatory landscape and its impact on Portfolio Management
  • Excellent creative, analytical, problem-solving and computer skills with an entrepreneurial approach to large, complex projects
  • Technical aptitude a plus (e.g. SQL)
8

DIR, FIG Relationship Manager Resume Examples & Samples

  • Maintain and cultivate a portfolio of existing client relationships
  • Coordinate with resources across BlackRock to ensure seamless responses to all day-to-day administrative client requests
  • Partner with colleagues on the team to drive new business opportunities and solve complex client issues and challenges
  • Interface with client’s C-suite stakeholders, engaging the support of BlackRock’s senior management for
  • Proven track record in institutional client service and business development
  • Understanding of Financial Institutions business, specifically Insurance clients
  • 5 years of relevant industry experience with a proven track record of driving business results
  • Passion for the financial markets – CFA is a plus but not required
  • Strong communication skills – ability to communicate complex or new ideas in a clear articulate manner both in written
9

Ccb-relationship Manager Resume Examples & Samples

  • Manage and grow a portfolio of clients
  • Candidates with strong current business network preferred. Develop, retain and expand relationships with Centers of Influence (COI) ie: CPA's and attorneys. Active involvement with community groups
  • Travel requirement: approximately 25%
10

Bilingual Relationship Manager Resume Examples & Samples

  • Manages communications with lines of business partners to ensure a unified account management strategy with client base
  • Knowledge of bankcard industry and procedures
  • Ability to enhance revenue and market share through effective use of relationship management skills
11

Relationship Manager, Commercial Banking Resume Examples & Samples

  • Specific responsibilities of the In-country relationship manager will involve the following
  • Be the client sponsor for all Commercial Banking (CB) relationships in the location and,
  • Ensure that all on-boarding and KYC requirements relating to the CB clients are compliant with local regulations
  • Provide the necessary oversight and local accountability to document new/revised credit facilities (if any) as well as new transactional or service activities in the local jurisdiction to conform with JPM Chase policies and with local jurisdictional requirements for credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML), etc
  • Perform ongoing due diligence of credit quality and client activities to ensure sufficient local knowledge content is available to support ongoing credit evaluation and decision making at the parent level as well as provide sufficient local content to meet local regulatory expectations
  • Maintain open, clear, fluid communication with regional MNBs in Singapore and all internal stakeholders on a need to know basis
  • Promote and deliver tailored financial solutions to clients via partnership with, and coordination of, all product and service teams across the firm to optimise outcomes
  • Establish local contact with the client’s subsidiary working closely with Regional MNBs, ICBs and parent bankers to manage and support growth of local subsidiaries of U.S. based Commercial Bank customers. Subsidiary companies can range in size from tens of millions annual turnover up to hundreds of millions (US$)
  • Ensure on-going local subsidiary contact and relationship to support all client requirements locally. Typical client requirements will focus on financing, risk & treasury management. Types of credit facilities range from working capital lines with parent guarantee support to syndicated transactions
  • As it relates to local KYC, ensure regular client visits and documentation reviews are completed as per local country & regulatory requirements
  • Liaise with CB KYC team regionally as well as local teams to facilitate local KYC
  • Keep Regional origination team members abreast of all local activities as well as market/regulatory changes if any. Where applicable under data privacy policy, copy them on all calls reports and client reviews. Actively participate in AML/OFAC surveys and ensure that all action plans with regard to risk-controlled self assessments and audit issues are satisfactorily resolved
  • Liaise with internal, regulatory and statutory auditors and assist in providing the data, information and supporting documents as and when required
  • Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including but not limited to: the immediate Commercial Banking Team, US based International Coverage Bankers, US Parent Bankers, product and service delivery partners, Investment Banking teams, Underwriters and Credit Committees, Legal, Compliance, mid and back office support teams across the firm
  • Promote and sustain engagement and professionalism in dealings with external stakeholders on all matters relating to business operations including but not limited to; clients, prospects, market influencers, industry bodies and associations, external legal counsel, auditors and regulators
  • The highest professional standards, value add approach and effectiveness in contributing to the strategic direction and performance against business objectives are expected at all times
  • Minimum 8-10 years industry experience with a strong command of Malaysia financial services markets, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
  • Proven expertise in credit analysis, structuring and negotiating domestic and cross border credit risk transactions, both in bilateral and syndicated formats
  • Self-starting with clear results orientation and a capacity to operate independently, appropriately balancing short, medium and long term objectives
  • Flexibility to co-ordinate and manage multiple transactions and processes contemporaneously ensuring delivery against deadlines, client expectations and business priorities
  • Ability to work consistently across different time zones and geographies, dealing with numerous stakeholders
  • Degree Qualified in Business, Finance, Accounting &/or Economics
12

Corporate Relationship Manager Resume Examples & Samples

  • Negotiates contracts needed to meet retention and consulting goals
  • Acts as consultant for clients, providing alternative solutions and options
  • Develops and implements educational programs designed to improve client'sperformance
  • Works with internal departments to ensure a high level of support for the client, including resolving software, hardware, and policy problems
  • Bachelor's degree in Business Administration, Accounting, Marketing or other related field
  • In lieu of degree, may have relevant work experience to include 3-5 years of account management, sales or contract negotiations
  • Knowledge of bankcard sales or support experience
  • Proficient with MS Office Suite
  • Strong written, presentation, verbal and interpersonal communication skills
  • Strong analytical and research skills as it relates to problem solving
13

Cib-technology Relationship Manager Resume Examples & Samples

  • Manages the planning, designing, enhancement and support of the current client data delivery solutions
  • Responsible for “voice of the client” requirements for all online and data channels
  • Capturing Business Process Models, Business Rules and Use Cases
  • Manages the client requirements for key online applications and assistance of documenting technical requirements to any custom client business requirements
  • Ownership of the Pre-sales functions from RFP through to client on boarding including design of the technology integration landscape
  • Understanding the data extract and movement capabilities of key systems used for end to end delivery for CFS solution products across businesses
  • Project management, monitoring and status reporting for all online a data integration client projects
  • Provide technical leadership to the internal business communities for online content, product development and platform capabilities
  • Take part in decisions affecting long range organizational goals & strategic planning
  • Relational Database Management Systems –Architecture Concepts and implementation approach
  • Experience with Industry standard messaging protocols (XML / FIX / SWIFT)
14

CIB Tech-technology Relationship Manager Resume Examples & Samples

  • Minimum 5 years of IT experience and related management experience in multiple business and technical processes
  • Knowledge of business and technology trends
  • Experience overseeing geographically distributed and culturally diverse work-groups
  • Knowledge of outsourcing methodologies and operating models, and working with professional services firms
15

Relationship Account Associate Resume Examples & Samples

  • Primary point of contact for the end-to-end service routines and operations process / fulfillment management for high value Commercial clients, having clear Client First focus and continuous improvement mindset to support business strategies
  • Works closely with assigned RBC Relationship Managers and high value Senior Corporate Market clients to build, implement and sustain client servicing needs, in collaboration with Global Transaction Services (GTS) Cash Managers, RBC Credit Transaction Management (CTM – Capital Markets)
  • Responsible for risk management oversight, account monitoring and control of non-lending excesses, account balance fluctuation reporting to Corporate Treasury as well as assigned Corporate Visa servicing, maintenance and administration
  • “go-to” contact for centre referral process and client escalations to service partners including Symcor, Corporate Investigations Services (fraud transactions) etc. Takes ownership of the problem management process ensuring quick cause and effect analysis, effective resolution and communication to appropriate management and team members to mitigate client, operational and fraud risk
  • Anticipates and proactively identifies process improvements, innovation opportunities and best practices. Understands full impact of end-to-end business process on the client experience and balances accordingly
  • Consistently reacts and adapts to hanging business environment. Pressure and urgency to deliver high level of quality service within established time frames in high profile setting
  • Possesses sound knowledge and understanding of related business products and services
  • Follows established Coaching Routines and related activity to drive high performance and enhance client experience
  • Superior written and verbal communication
  • Experience in customer service
  • Previous business banking experience – DDA, clearing, CBR/COB, and knowledge of cash management products
  • Working knowledge of applicable RBC applications; Application Launch Pad, Iris, On Demand, Service / Sales Platforms
  • Computer Skills: Word, Excel
  • Understanding of CPA rules & regulations
  • Prior AMCS would be beneficial
  • Posting end date: August 23rd 2013 ***
16

Fiduciary Relationship Administrator Resume Examples & Samples

  • Provide administrative support to various members of the FRM Team, for example, arranging appointments, booking travel and following up on outstanding action points
  • To produce correspondence, either from dictation, copy or audio, to a standard that complies with the Best Practice Typing Guidelines, for example, using standardised templates, correct punctuation and spelling and checking for grammatical errors
  • To ensure that correspondence produced by non-secretarial staff also complies with the Best Practice Typing Guidelines
  • To co-ordinate meetings internally or for clients and intermediaries visiting the office by booking meeting rooms, refreshments and any other arrangements required to ensure a successful meeting
  • To assist with general group typing, contact logging, meeting pack production, general administration and other regular client support work, including but not limited to, the arrangement of payments, completion of requests in the relevant databases, in order to deliver an efficient client service
  • To deal with ad hoc administration and reporting as required
  • Cover the absences of other team members as relevant and as required
  • Provide a first line support service to all clients within the FRM team, including the compilation and preparation of letters, emails and faxes
  • Excellent secretarial experience to include competent use of various software packages including Microsoft Word, Excel, PowerPoint and Outlook plus fast and accurate keyboard skills
  • Excellent organisation skills and using own initiative to ensure that outstanding matters are followed through and ability to meet deadlines
  • Excellent telephone manner for both internal and external calls
  • An understanding of the company and its operations
  • Must have a flexible approach and be a team player
  • Good command of English to correct punctuation, spelling and grammatical errors for correspondence
  • Excellent written and verbal communication skills with staff members at all levels
17

Credit Trading Relationship Manager Resume Examples & Samples

  • Timely preparation of transaction requests (including KYC/AML and business head processes as required) and single name strategies; including recommendations as to credit quality, proposed mitigation, and risk required
  • Complete due diligence with senior client contacts (on site or via telephone or email as required) as well as analysis of counterparty financial performance and industry performance
  • Responsible for the upkeep and maintenance of data integrity within assigned portfolio in order to provide proactive management of counterparty/portfolio risk in partnership with the marketers/originators, GRM Credit and GRM Trading Credit Risk
  • During account review process provide input and Account Management support to the relevant parties with regards to facility utilization, documentation status, current lines of business activities, and account strategy
  • Understand and assist in negotiating trading documentation including ISDA, MSFTA, etc
  • Maintain a strong understanding of RBC trading policies and guidelines
  • Maintain relationships with Capital Markets sales and trading professionals, Group Risk Management, Global Trading Documentation, and RBC Law Group in order to facilitate transaction requests and optimize business opportunities across the RBC trading platform
  • Complete special projects and assignments in a thorough, accurate, and timely manner
  • Minimum MBA and/or CFA
  • Some previous credit and account management experience / risk management experience
  • LI-DF2
18

Relationship Manager, Group Advantage Resume Examples & Samples

  • Delivering advice as it relates to RBC Group Advantage products
  • Identifying changes with Sponsors that present opportunities for increased business and plan participation
  • Proven application of business acquisition, establishing community and client relationships, and with success in business growth
  • Knowledge of RBC’s financial products, services, and delivery channels or equivalent experience
  • A strong sales orientation and a demonstrated passion for putting clients first
  • Action-oriented business acumen and creativity
  • Ability to self-manage to achieve plan
  • Demonstrated PC literacy including suite of Microsoft Office products (Excel, Word, Power Point)
19

Annuity & Insurance Relationship Manager Resume Examples & Samples

  • Minimum of 7 years of experience at wealth management firm, private bank or commercial bank
  • Functional experience in project management, sales, strategy, marketing, communications, data analytics/metrics in a leadership role
  • B.A. degree required. MBA preferred
  • Life Insurance License
  • Series 7 and 63 licenses
  • Proven people and project management skills
  • Can motivate direct reports and partners to action
  • Strong Annuity/Insurance product knowledge
  • Creative, innovative and independent thinker
  • Demonstrate positive initiative, leadership and comfort working in a fast paced environment
  • Ability to communicate product and sales strategies effectively to Senior Management, product areas and sales teams
  • Strong interpersonal collaboration and team skills including working with cross-functional teams
  • Strong analytical skills, performance and metrics tracking
20

Intern, Campus Relationship Resume Examples & Samples

  • Be responsible for facilitating on-site/off-site campus recruitment process
  • Be responsible to taking care campus candidates along the whole interview process
  • Be responsible for coordinating all campus recruitment logistics and stuffs
  • Be responsible for internal information consolidation, file filing and system support
  • Be responsible for assisting with travel arrangements, purchasing and other related admin assignments when needed
  • Be responsible for supporting campus projects and activities when needed
  • 4 working days or above per week commitment at least 6 months
  • Business related major preferred
  • Previous Internship experience in multinational corporation preferred
  • Professional photo taking skills preferred
  • Good Communication and interpersonal skill
  • Quick learning ability and independent problem solving skills
  • Good spoken and written in Chinese and English
21

BPI Relationship Manager Resume Examples & Samples

  • Partner with multiple Investments teams and Operations teams to understand the investment workflow in order to deploy viable solutions to meet our internal clients’ needs
  • Work with multiple Investment teams, Business Management, PAG, RQA, Operations and Aladdin Portfolio Group (APG) teams to define priorities and help drive them forward
  • Coordinate and lead cross-functional projects and initiatives from a regional and global perspective to ensure a consistent Operating model
  • Serve as a day to day coordination and escalation contact for the investment team regarding platform issues
  • Own, create and maintain key documentation to support BlackRock (e.g. process flows, system maps, training materials, etc.)
  • Strong work experience in the financial services industry
  • Familiarity with buy-side investment management process
  • Past experience in a client service role working closely with clients on product design, deployment and business process redesign desired
  • Experience in implementing financial management systems, specifically Portfolio Management/order management systems and tools a plus
  • Very strong communication and presentation skills (written and verbal)
  • Demonstrated project management skills with a track record of delivering results
  • Understanding of service excellence
  • Highly proactive, willing to take ownership of issues and follow through to resolution
  • Detail-oriented and able to multi-task effectively
  • Self-starter capable of working independently, as well as ability to work with others and share information
  • Has the ability to be flexible and to adapt to changing circumstances and priorities
22

Fiduciary Relationship Manager Resume Examples & Samples

  • Hold an internationally recognised professional qualification, ideally an Associate of the Chartered Institute of Bankers, Chartered Accountant Associate of the Chartered Institute of Secretaries and Administrators, Chartered Association of Taxation or a member of the Society of Trust and Estate Practitioners (Category A level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice)
  • Proven industry experience at a Management level
  • Maintain the minimum annual Continuing Professional Development (CPD) requirements of the held qualification and as required by regulatory authority
23

Relationship Manager, Corporate Real-estate Resume Examples & Samples

  • Accountable to business platforms and functional units as a key point for strategic business initiatives that have a real estate impact or real estate portfolio initiatives that will impact the organization
  • Accountable to work in collaboration as a trusted business partner with business platforms and functional units to understand their operational requirements as it relates to: occupancy needs, space utilization levels, workplace strategy, facility management & critical environment requirements
  • Accountable for developing and leading portfolio strategy initiatives, in partnership with CRE stakeholders & RBC peer groups, with the goal of meeting current and future requirements of business platforms while optimizing utilization
  • Develop a solid understanding of the assigned business platform and functional unit, proactively applying knowledge of the business with real estate expertise to provide cost effective real estate solutions
  • Ensure there is regular formal and informal communication with the business platform(s) and internal CRE stakeholders
  • Responsible for developing and obtaining business case approvals
  • Responsible for transition of an initiative from the strategy and business case approval stage to implementation in partnership with impacted
  • Facilitate issues that arise for business platforms from the real estate service delivery model
  • Responsible for assisting the business platform in the development of Communication and Change Management Plans
  • LI-SE1
24

Relationship Manager, SIV Solutions Resume Examples & Samples

  • Prepare statistical reports and analysis for Product Manager
  • Monitor and maintain records of client contact and queries
  • Provide support to the Product Manager with the rollout of campaigns
  • Develop and maintain relationships with internal and external clients
  • Maintain a relationship with key NSW immigration and government officials
  • Prepare pitch documents, sales campaigns and post campaign reviews
  • Coordinate marketing collateral, timetables and logistics for sales campaigns
  • Record and track sales efforts
  • Identify and target potential new business opportunities
  • Maintain client relationships both onshore and offshore
  • Conduct presentations to UHNW clients either individually or in groups
  • Deliver other areas of Morgan Stanley to clients
  • Develop a network within NSW to able to facilitate client requests
  • Proficiency at a native level of Mandarin
  • Experience dealing with UHNW individuals
  • Operations or procedure writing experience
  • Experience working in a retail fee business and reporting platforms
  • General knowledge of migration services
  • Analytical and commercial
  • Candidates must have RG146
25

Data Privacy Compliance Relationship Manager Resume Examples & Samples

  • Responsible for reviews of business initiatives that involve confidential or Personally Identifiable Information
  • Assist DPO team members in evaluating the impact of Data Privacy/Protection Regulations, Works Counsel/Employment Law, AML, Bank Secrecy Law, Outsourcing Regulations; identify, plan, track, evaluate and verify all related major regulatory changes
  • This position involves assisting in the production of executive-level reporting for various senior management levels, including status documentation and packaging of evidence/artifacts
  • Bachelors degree or equivalent experience required
  • Demonstrate a consistent track record having worked as a Program or Project -Manager on strategic cross-functional projects
  • Excellent organization skills, demonstrated sense of responsibility and results oriented. Excellent communication skills
  • Ability to respond under pressure to many demands
26

Citigold Relationship Manager Resume Examples & Samples

  • Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience
  • Provide regular value-added engagement with clients
  • Ensure all clients have a positive experience
  • Series 6, 63, Life and Health licenses required
  • High impact communication skills to effectively engage affluent consumers with ability to build rapport over the phone
27

Relationship Manager NRI Resume Examples & Samples

  • Process/Compliance Ensure full compliance to KYC, AML, Rules of Engagement
  • Financials Achieve growth in revenue numbers through NTB clients and growth of existing book Expected to achieve front end revenues of USD 300M in the first 12 months and meet all other financial goals of aums and NTB clients
  • Experience in the Investment and Wealth Management business
  • Strong track record in sales processes
  • Full FSA qualifications that meet RDR level 4 requirements as a minimum (or achieved within stipulated IPB timeframes). Candidates who do not meet the FSA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period. For individuals who do not hold RDR level 4 qualifications it is a requirement of the Training and Competence Scheme that the job holder must pass all required examinations within 3 attempts and within 12 months of commencing the role
  • Comfortable in handling High Net worth client relationships
28

Relationship Manager NRI Resume Examples & Samples

  • Ensure all goals (revenue, customer acquisition, product diversity) are met consistently
  • Ensure full compliance to Rules of Engagement
  • Full adherence to all KYC and AML policies Ensure full adherence to Regulatory guidelines Exhibit strong interpersonal skills and be a good team player
  • Ensure all certification guidelines (for both internal and external requirements) are met
  • Monitor and act upon proactively on attrition of clients and client assets
  • Undertake business development and market expansion activities and actively participate in client events
  • Manage and communicate effectively with clients in the UK/Europe region
  • Manage client relationships and build sizeable AUMs of ~USD 50MM + in a years time
  • Strong track record in sales processes
  • Full FSA qualifications that meet RDR level 4 requirements as a minimum (or achieved within stipulated IPB timeframes). Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Candidates who do not meet the FSA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period
29

Ipb-relationship Manager Resume Examples & Samples

  • Determine clients' wealth management needs and provide access to Citi's renowned research as well as to our global network of investment & foreign exchange specialists, and products to help them make intelligent decisions
  • To achieve individual sales targets to grow customer base, assets, and account profitability while maintaining a high standard of service quality and compliance
  • Degree holder with at least 4 years of banking experience
  • Matured personality with a high level of initiative and drive
30

Ipb-relationship Manager Resume Examples & Samples

  • Degree holder with at least 4 years of banking sales experience managing the high net-worth clients with a consistent track record
  • Prior experience covering the Indonesia market is essential
  • Matured personality with a high level of initiative, drive and motivation
  • As this is for the Offshore market, the incumbent must be able to communicate effectively with Bahasa Indonesia speaking clients
31

Mid-corporate Relationship Manager Resume Examples & Samples

  • Independently work with product specialists and SMEs across the bank to structure customized solutions that meet clients’ needs across borrowing, treasury management, trade, and capital markets
  • Develop and execute both short and long term plans to differentiate Citibank from other, entrenched competitors allowing the bank higher share of wallet and relationship profitability
  • Structure deals to balance risk and reward. Be adept at recognizing early warning signs and closely monitor clients to anticipate changes in risk profile. Proactively identify issues and restructures relationship to mitigate potential future risk
  • Some exposure to the broad array of Mid-Corporate capital markets products including high yield notes, convertible bonds and private and public equity
  • Must have in-depth knowledge of banking products and services typically utilized by Mid Corporate clients
  • Ability to structure, negotiate, and manage complex transactions
  • Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner
  • Self-motivated with ability to work independently as well as in a team
32

Mid-corporate Relationship Manager Dallas Resume Examples & Samples

  • Work closely with Mid-Corp Relationship Managers to find solutions for clients and prospects in order to provide product specialists with qualified referrals for cross-sell
  • Work closely with the Loan Syndications Group and with other product partners to develop sales pitches for clients and prospects that address their financial needs
  • Ensure safe and sound credit and portfolio management practices are followed to promote sound lending activity
  • Bachelor’s degree in business (finance, economics or accounting) required; MBA preferred
  • Minimum 2 years of experience post MBA or at least 7 years overall experience preferably in Commercial Banking with completion of formal commercial credit training (i.e. Credit College)
  • Experience in serving clients in an industry vertical organization focused on corporate finance and capital markets origination is considered a plus
  • Ability to identify client needs and value added solutions
  • Must have superior communication (both written and verbal), persuasion, and influence skills that facilitate successful client pitches and proposals
  • Strong problem recognition and resolution skills
33

Mid-corporate Relationship Manager Chicago Resume Examples & Samples

  • Actively and independently call on clients and develop relationships at multiple levels across the client organization with a disciplined and proactive sales management process
  • Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information. Perform industry and geographical research and other due diligence as needed
  • Be familiar with Citibank credit policies and practices and regulatory policies, to assist team in achieving compliance with the above and satisfactory ratings from internal and external auditors
  • Some experience in structuring and negotiating bilateral and syndicated credit agreements
  • Experience in structuring and closing global lending solutions for clients with international presence
  • Ability to act independently with respect to discussions with senior management during prospect/customer interactions
  • Strong financial and analytical skills including the ability to read and assess financial statements, cash flow, industry and competitive analysis and projections
  • Highly proficient in spreadsheet and word processing applications (Excel, Power Point, and Word are preferred), including the use of graphs and charts, Salesforce and Moody’s Financial Analysis software
34

Relationship Manager Corporate Banking Resume Examples & Samples

  • ORGANIZATIONAL STRUCTURE
  • SPECIALISED SKILLS/EXPERIENCE
  • Experience in understanding the business dynamics especially pertaining to the awareness of the customer requirements
  • Experience in managing clients of varied products needs and complexities especially NPI, Donor flows and NBFI business segments
  • Understand how the various areas of the Bank are positioned to meet the challenges of various customers in the Unit
35

Business Intelligence Agile Relationship Manager Resume Examples & Samples

  • Acquires and applies advanced knowledge of the business, its products and processes
  • Synthesizes analyses, identifies root causes and develops and recommends key work products. Provides insight to management on issues
  • Manages budgets on the medium to high range of project budgets
  • Ensures achievement of business goals and objectives by proactively communicating with project stakeholders
  • Facilitates development of project plans related to schedule, budget, scope and resources. Monitors project execution to deliver incremental business value
  • Understands each project's critical path activities and proactively manages those to project's benefit
  • Collaborates on creative alternatives to project challenges; partners to drive adoption and challenge standards
  • Leads subject matter experts to resolve project challenges
  • Ability to interpret business requirements into technology specifications
  • Maintain relationships with client base at all levels
  • Laying out technology roadmaps in conjunction with Chief Technology Office teams and align all associated work with strategic initiatives and consumer technology preferences
  • 5-7 years’ experience managing new projects in the Business Intelligence & Data Warehouse domain
  • Five or more years relevant business support and/or general analysis experience
  • Advanced knowledge of project management methodology
  • Advanced knowledge of multiple technical software delivery life cycles
  • Working knowledge of PM tools such as MS Project, PlanView,
  • Expertise in BI Applications and Methodologies ( i.e. SAS, Cognos, Qlikview)
  • Familiarity with Teradata
  • Self-starter, able to work closely (sometimes lead) virtual teams
  • Excellent communication, presentation, and coordination skills
36

Icg-relationship Manager for Global Subsidiaries Group Resume Examples & Samples

  • Good university degree
  • Related banking experience in marketing and credit; those with relevant experience in a similar role will be favorably considered
  • Strong understanding of assigned client's businesses, needs, and operating environment
  • Strong understanding of financial statements, financial analysis, and credit
  • Good working knowledge of all core banking products and services with strong knowledge in cash management, trade, and treasury products
  • Good understanding of the local competitive environment
  • Strong interpersonal and communication skills with demonstrated ability tocoordinate with virtual teams across geographies to close transactions
  • Strong analytical and problem resolution skills
  • Team oriented and good negotiation skills
  • Mature, professional, and objective when dealing with others
  • Set and achieve results with minimum support from superiors
  • Has an intuitive, curious, flexible, and result-oriented mindset
  • Assertive, driven, ambitious, and looking for challenge
37

Senior Pm-relationship Mgmt-business Workforce Solutions Resume Examples & Samples

  • College degree, specialized training or equivalent work experience . MBA or Advanced degree preferred
  • Experience with projects in multiple technologies, functions (e.g. transaction management, risk management etc.) and industries
  • Project Management Certification a plus
38

Gcg-citigold Relationship Manager Resume Examples & Samples

  • Tertiary degree, preferably in banking & finance discipline
  • Minimum 2 yearsinsurance, banking or private banking sales experience
  • Candidates with sales experience in other industries are also welcome to apply
  • Self-motivating with a strong sense of initiative
  • Excellent communication, problem solving, and customer relationship management skills
39

Gcg-relationship Manager Resume Examples & Samples

  • Establishing and maintenance of E-Commerce and Retail infrastructure documentation and processes for merchant business
  • Identify opportunities that best utilize Citibank’s acquiring solutions to meet prospective merchants’ requirements and managing the accounts of existing E-Commerce and Retail merchants
  • Working with internal and external linkages to launch E-Commerce and Retail acceptance
  • Management of Retail Point of Sales materials (includes management of media agencies)
  • Responsible for E-Commerce and Retail portfolio growth through a series of aggressive new merchant acquisition, acquisition of marketing usage deals, sales and relationship management activities including reviewing and analyzing MIS Reports for monitoring of sales performance and profitability
  • Attend to new or existing merchant enquiries, setting up of new merchants’ applications and acquiring of new merchants. Communicate proactively with the merchant on business issues and opportunities for contactless payments
  • Involved in the implementation of strategic plans for new contactless program requirements and design solutions for acquiring, growing and retaining business
  • Problems resolution for merchant payments, including escalation of issues to the correct department
  • Monitor chargeback and fraud volumes of merchant accounts and ensure follow-up programs are implemented in response to red flags of high-risk merchants
  • Min.2 years relevant experience in a financial industry
  • Good financial acumen including the ability to read and understand financial statements
  • Good interpersonal skills with the ability to sustain effective relations internally and externally at all levels of a large organization
  • Ability to read and understand financial statements
  • Knowledge of using Enhanced Bank Cards systems (Preferred)
  • Basic knowledge of Fraud Management and Risk Assessment of Merchants (Preferred)
40

Gcg-relationship Manager Resume Examples & Samples

  • At least 7 years sales experience with consistent sales performance, preferably in banking and financial services
  • Knowledge of and experience in selling investments and doing wealth management advisory
  • Excellent customer relationship management
  • High energy, intrinsic motivation and a strong drive to succeed
  • Strong communication, interpersonal and analytical skills
41

Gcg-business Development Relationship Manager Resume Examples & Samples

  • Min. 2 to 3 years’ relevant experience in a financial industry or merchant operations business preferable
  • Basic technical skills and a fundamental understanding of merchant/ credit card operations
  • Knowledge of using Enhanced Bank Cards systems
  • Working knowledge of Merchant Acquiring and Credit Card Business (Preferred)
42

Citi Commercial Bank-relationship Manager Resume Examples & Samples

  • With minimum of five years general banking experience and relevant exposure in commercial credit and business development
  • Solid experience in serving clients
  • Good knowledge in commercial banking products and services such as account opening, cross-selling treasury products and credit facilities
  • Excellent team player with strong motivation and drive to grow existing business and win new business
43

Ipb-relationship Manager Resume Examples & Samples

  • Ensure world class and personalised service delivery for clients
  • Focus on deepening existing relationships
  • Ensure full compliance with corporate policies, laws, and regulations
  • Achieve all goals; revenues and customer acquisitions are met consistently
  • Acquire new clients and build market presence
  • Manage and develop high-net-worth client relationships
  • Ensure zero PIs and high client satisfaction
  • Ensure full compliance to rules of engagement and adherence to all KYC & AML policies
  • Degree holder with at least 3-5 years experience in the investment and wealth management business
  • Good team player with ability to work independently as well
  • Exhibits strong interpersonal skills and a good team player
  • Strong track record in sales processes and people management
44

Ccb-relationship Manager Resume Examples & Samples

  • 1) Achieve individual sales revenue, assets and liabilities targets set by the department
  • 2) Manage a portfolio of key accounts under the MME segment of Commercial Bank
  • 3) Identify opportunities to cross-sell the range of Cash, Trade, Treasury and Capital Markets products offered by the bank
  • 4) Acquire borrowing and non-borrowing customers with lending propositions in the areas of trade finance, working capital loans, treasury hedging solutions and cash management
  • 5) Perform annual reviews for his/ her allocated portfolio of customers
  • Deep understanding of the MME market with a minimum of 2 years' proven sales experience in Financial Institutions dealing with commercial banking segments. Self-driven individual with a pleasant personality
  • Penchant for multi-product sales with an understanding of banking products (assets and liabilities). A strong credit background is essential
  • Proficiency in both English and Mandarin as you will be required to communicate with Mandarin-speaking clients
45

Citigold Relationship Manager Resume Examples & Samples

  • Minimum of 3-8 years of experience working in a similar role
  • Able to understand and analyze financial statements
  • Able to work independently with minimal supervision to meet tight deadlines
46

Citibanking Relationship Manager Resume Examples & Samples

  • Possesses at least a bachelor’s degree in Finance, Accounting or Business Administration
  • 2-3 years working experience in banking sales role
  • Outspoken, results-driven and a go-getter
  • Speaks fluent English; ability to speak Chinese language is a definite plus
47

Technology Relationship Manager Resume Examples & Samples

  • Supporting Securities & Funds services, Middle Office and/or Asset Management businesses experience, preferably covering Hedge and institutional products
  • Significant IT experience, with specialization in software development, production support, business analysis or project management
  • Must be Client Focused and have experience in client facing technology role
  • Track record of delivering results, meeting financial plans, and re-engineering to deliver cost effective and exceptional service
  • Strong interpersonal, communication and leadership skills
  • Strong organizational skills and the ability to multi-task effectively in a high-volume environment
  • Ability to use own initiative and take lead to devise creative solutions
  • Commitment to quality and attention to detail
  • To be a leader, and not a follower
48

Gcg-cpc Relationship Manager Resume Examples & Samples

  • Deliver holistic wealth management banking to your customers by providing access to our cutting edge products and services
  • Work with a team of specialists on a wide array of specialty products such as alternative investments, bonds, premium accounts, margin accounts, andtrust services
  • Focus on new business development as well as deepening existing relationships
  • Degree qualifications with minimum 5 years related experience
  • A proven track record of success in building relationships and developing sizeable new client relationships
  • Strong background in investments, treasury, insurance, banking and related advisory services
  • Deep knowledge of global financial markets, risk management, investment management, trust and estate planning
  • Highly driven and self-motivated professional
  • Excellent interpersonal skills with a team-oriented approach
  • Strong communication, analytical, and problem-solving skills
49

Ccb-relationship Manager Resume Examples & Samples

  • Achieve individual sales revenue, assets and liabilities targets set by the department
  • Manage a portfolio of key accounts under the MME segment of commercial bank
  • Identify opportunities to cross-sell the range of cash, trade, treasury and capital market products offered by the bank
  • Acquire borrowing and non-borrowing customers with lending propositions in the areas of trade finance, working capital loans, treasury hedging solutions, and cash management
  • Perform annual reviews for his/her allocated portfolio of customers
50

Citigold Relationship Manager Resume Examples & Samples

  • At least 2 years relationship management experience in retail banking field; University degree preferred
  • Passed HKSI LE paper 1, 7 & 8 and IIQE paper 1, 2, 3 & 5 or equivalent
  • Sound knowledge of banking and investment products, financial market and economic trends
51

Relationship Manager Russia Resume Examples & Samples

  • You will have managed a significant client book within your current organisation
  • You will meet ambitious growth targets by targeting prospects, establishing contact with potential intermediaries/introducers and participating in social events
  • You will create these relationships based on an existing wide network of social and business contacts as well as a thorough understanding of client needs
  • You will study these changing client needs individually and by segment, in addition to keeping abreast of market trends/developments
52

Relationship Manager Asset Servicing Institutional Clients Resume Examples & Samples

  • Actively supports institutional client advisors in identifying opportunities to grow partnership / cross-selling potential through systematic analyzing existing client portfolios
  • Provide clients with expert knowledge/up-to-date information
  • Monitor client KPI's to ensure profitability as well as adherence to agreed service levels
  • Negotiate / maintain contracts
  • In command of a level of seniority which enables him or her to deal credibly with institutional clients and be fully accepted as an appropriate counterpart
  • A strong team player, with the ability to communicate at multiple levels across multiple divisions and various regions, representing the UBS Group
  • Mother tongue German; excellent communication skills in French and English would be favourable
53

Citi Work Relationship Manager Resume Examples & Samples

  • Create and execute individual strategic account plans to increase the penetration of Citi products into the existing Citi@Work client portfolio
  • Build Citi@Work corporate prospect list aligned to Citi@Work channel segmentation with key focus to convert this entities to an active Citi@Work participant/ Supporter
  • Build Strong understanding ot each Citi@Work corporate existing relationship with our competitors (especially their offers and services) to ensure our Citi@Work value proposition is understood and cascaded through the organization
  • Be accountable for achieving new corporate acquisition targets and employee acquisition targets and Citigold new to bank clients
  • Work closely with ICG (Corporate Bank) and GSG (Global Subsidiaries Group) Relationship Manager to promote the Citi@Work program and benefits to their client base
  • Plan, manage and oversee the execution of Citi@Work road shows, events and seminars intended to deepen relationships with companies and penetrate their employee base through cross- sell activities
  • Liaise with internal colleagues from corporate banking, product, marketing and sales to secure new relationships and run a series of high- quality events designed to engage the employees of target companies
  • Provide personal and high net worth banking solutions to senior management and expatriate staff to selected key Citi@Work corporates
  • Work closely with Direct Sales and Marketing team on tailored Citi@Work material including brochure ware, signage, Citi@Work website and all Citi@Work touch points to ensure we maximise lead generation
54

Senior Associate, Relationship Marketing Resume Examples & Samples

  • Develop and deploy participant Communication, Education & Advice (CE&A) initiatives, with consistent methodology and structure taking into account the end-to-end execution and integration across multiple groups and functions
  • Responsible for managing multiple projects end to end; strategy definition through delivery and measurement
  • Ensure communication delivery is optimized by utilizing technology and/or repeatable programmatic solutions
  • Develop and support the training and rollout of programs and best practices to business partners across the organization
  • Identify and implement enhancement or new processes to improve programmatic scalable delivery
  • 7 yr. experience in communications and marketing campaign development and delivery across multiple channels
  • Effective managing & working in cross-functional team environment
  • Experience with change management, training & communications
  • Effective communicator with strong written, verbal, and presentation skills
  • Proficient with MS Project *Energetic and capable of leading multiple projects simultaneously *Creative thinking and problem resolution
55

Relationship Administrator Resume Examples & Samples

  • Three or more years previous commercial construction real estate loan administration experience or construction real estate paralegal experience
  • Finance or Accounting experience
  • Three or more years previous commercial constructionrealestate loan administration experience
  • Understandingof regulatory requirements and credit and operational risk management
  • Strongability to influence, effectively collaborate and coordinate servicingactivities with a variety of business partners and external partners
  • Excellent organizational and time management skills with ability to simultaneously managemultiple loan disbursements, Service Modifications and competingpriorities
  • Technically proficient, including Windows, Excel, Word and Outlook
  • Solution oriented problem solving skills
  • Bachelor degree or equivalent preferred
56

Relationship Administrator Resume Examples & Samples

  • Two or more years previous commercial real estate construction loan administration experience
  • Understanding of regulatory requirements and credit and operational risk management
  • Ability to influence, effectively collaborate and coordinate servicing activities with a variety of business partners
  • Excellent organizational and time management skills with ability to simultaneously manage multiple loan disbursements, Service Modifications and competing priorities
57

Senior Philanthropic Relationship Manager Resume Examples & Samples

  • Ensures quality and timeliness of client service delivery
  • Accountable for client satisfaction and retention
  • Serve as subject matter expert for foundations within the purview of the Philanthropic Solutions group. Work with client team to deliver customized solutions
  • Coordinates and oversees the investment management portion of the client relationship in concert with the Institutional Portfolio Manager
  • Responsible for and/or assists in new client acquisition and development; managing existing relationships and building an external and internal network of contacts to derive new clients
  • Recognized as a highly skilled philanthropic subject matter expert and partner within the Global Wealth & Investment Management organization
  • Broaden and deepen existing client relationships
  • Convenes and leads regular client review meetings, including formal Foundation grant review meetings
  • Attends customer entertainment events and participates in community outreach
  • Identifies and manages risk within the book of business
  • Maintains current knowledge of developing trends in philanthropy and impact of recent legislation and is recognized as a resource by peers/partners regarding the philanthropic industry
  • Mentors and develops Philanthropic Officers, Philanthropic Relationship Managers and others within the line of business by sharing knowledge and experience and assisting in problem solving and resolution
  • Participates in line of business task forces and work groups providing peers with skilled advice
  • Interacts with nonprofit organizations regarding grantmaking priorities, guidelines, and proposal review process
  • Coordinates grant proposal review process, conducts site visits when necessary, reviews proposals, prepares and presents write-ups and recommendations
  • Conducts analysis of proposal applications for financial and programmatic need, staffing, funding history, etc
  • Oversees and reviews grantee correspondence/grant agreements and distributions
  • Monitors grant progress
  • Minimum of 5 - 10 years of related client management experience, specifically with philanthropic services (e.g. endowments and family foundations) or of grantmaking experience with a private foundation or community foundation
  • Charitable Trust management experience strongly preferred
  • Understanding of Institutional Investment Management
  • Advanced degree and/or a CFA, CAP, or CTFA desirable
  • Advanced relationship management, client service, and problem solving skills
  • Knowledge of trust law, private foundation regulatory and compliance requirements, fiduciary requirements and grantmaking best practices
  • Strong interpersonal, negotiating, and presentation skills
  • Ability to function as a subject matter expert for private foundations and institutional nonprofits
  • Ability to partner with internal teams on business development opportunities with full responsibility to represent Philanthropic Solutions in current and prospective client opportunities
  • Ability to support sales partners in identifying and developing new business
  • Depth of knowledge of fiduciary administration
  • Knowledge and understanding of investment vehicles and options and restraints for philanthropic accounts
  • Ability to work in a team environment and to be an effective partner while maintaining the ability to work independently
  • Understanding of risk management and mitigation in the service environment
58

Senior Philanthropic Relationship Manager Resume Examples & Samples

  • Recognized as a highly skilled subject matter expert and partner within the GWIM organization
  • Manages grantmaking from legacy discretionary charitable trusts focused primarily in Massachusetts
  • Assists clients in developing and implementing their philanthropic strategies
  • Manages client profitability and develops a profitable book of business by designing and implementing various strategies based on the needs and goals of each client relationship
  • Convenes and leads regular client review meetings
  • Mentors and develops PSO’s , PRM’s and others within the Line Of Business by sharing knowledge and experience and assisting in problem solving and resolution
  • Participates in LOB task forces and work groups providing peers with skilled advice
  • Minimum of 5 years of related client management experience, specifically with philanthropic services e.g. endowments and family foundations
  • Knowledge of Massachusetts nonprofit and philanthropic sectors highly desirable
  • Understanding of private foundation regulations and best practices
  • Advanced degree and/or a CAP, CFA or CTFA desirable
  • Advanced Relationship Management, client service and problem solving
  • Posting Date: 11/03/2014
59

Premium Elite Relationship Manager Resume Examples & Samples

  • Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all of client's trading and servicing needs
  • Prioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client's sole financial institution
  • Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies
  • Serve as the face of Merrill Edge to our most high net worth clientele, upholding the highest level of professionalism and strong, engaging presentation in all client interactions
60

Corporate Relationship Manger Resume Examples & Samples

  • Relationship management
  • Branch based products and services frequently used by Corporate/Business Banking customers including features, tariff/pricing and availability
  • Internal instructions/procedures
  • The roles and responsibilities of other members of the Relationship Team
  • Products and services offered by other areas of the Barclays Group which are frequently used by Corporate/Business Banking customers including features, tariff/pricing and availability
  • Certain products, processes or issues to act as ‘Team Expert’ in areas which complement detailed knowledge of other team members
61

Senior Business Analyst IT Relationship Manager Resume Examples & Samples

  • Understand the organization's IT function, infrastructure, and technology capabilities; build an IT strategic plan and linking IT goals to Business strategies
  • Ensure that IT delivers value to Business through ownership and management of IT programs and projects
  • Serve as the IT point of contact for the assigned business unit
  • Possess strong domain knowledge of the respective business segment
  • Evaluate long-term goals and align IT with Business through building relationships with stakeholders
  • Evaluates business requirements for applications and systems integration and service activation, while delivering new or modified software systems enhancements and/or integration solutions
  • Work with management and other IT staff to develop and maintain functional requirements and business process documents including: Requirements Documents, Functional Specifications Documents, Requests for Proposal, Statements of Work, Project Plans, Other Project documentation as necessary
  • Understands the functions provided by the current systems. Understand and accommodate the requirement constraints imposed by current systems
  • Solicits client requirements through interviews, workshops and/or existing systems documentation or procedures
  • Performs detailed analysis resulting in clear, concise and unambiguous system requirements. Requirements analysis will undergo multiple iterations and refinements
  • Documents detailed use cases that cover all alternate and exception flows. Supplements use cases with real world scenarios
  • Documents client requirements via industry standard analysis techniques such as Data Flow Modeling and Object Modeling, Case Analysis, Workflow Analysis, and Functional Decomposition Analysis
  • Identifies customer requirements, develops test schedules, reviews and performs testing plans, tracks and documents the development and results of these plans
  • Responsible for managing projects, as assigned, as it relates to: Scope, Cost, Schedule, Risk, Human Resources, Communications, Procurement and Change
  • Responsible for ensuring business systems are operating efficiently. This includes monitoring system activity, providing exception reporting, requesting user feedback and tracking of enhancements
  • Participates in the support of applications including requirements gathering, design documentation, status of issues and enhancements and system monitoring. 17.Participates in review of application development including all aspects relating to unit testing, parallel testing, implementation and documentation
  • Prepares business and functional requirements for software enhancements as requested by the customer
  • Participate with IT and business concerning vendor selection process
  • Participates in special projects and performs other duties as assigned including, but not limited to, training and user acceptance testing
  • Assist with research and other projects related to identifying current and future business needs
  • Demonstrates continual improvement in pm/ba skills
  • Competent in use of project management tools, techniques and methodologies 24.Understands products/services and shares knowledge with team
  • Supports departments business development/support activities
  • Ensure regular project related effective communication occurs, i.e.: Status report, meeting minutes, etc
  • Develop and manage Project schedule
  • Ensure the maintenance of project plans
  • Coordinate with project team to ensure the consistent use of project management methodologies, guidelines and procedures
  • Provide customers, the project team and supervisors with written and verbal communications, including project status reports and presentations
  • Manages sign-off process and obtains all approvals required for projects under their control
  • Understands products/services and shares knowledge with team
  • Strong written and verbal communication skills are required
  • At least 7 years experience in information technology with heavy emphasis on business analysis, system support, and project management in a business environment demonstrating leadership skills and managing technical staff and financial resources through various life-cycle phases (cross functional experience highly desirable)
  • Media industry experience a must
  • Demonstrated track record of defining systems that lead to increased efficiency and productivity through the use of technology
  • Knowledge of all phases of the Software Development Life Cycle, specifically requirements gathering and documentation
  • Proven analytical ability related to analysis of functional business processes
  • Participated in the implementation of multiple major business applications while actively involved in all aspects of the project
  • Full life cycle experience with both custom development and packaged application deployment including experience working within a formal development methodology
  • Ability to multi-task and adjust priorities based on workload and direction from management or customer
  • Ability to create and manage project plans
  • Must be highly organized and detailed oriented
  • Ability to handle multiple tasks in a fast paced environment
  • Proficient with aspiration setting, relationship strategy, client leadership, team leadership and growth, ambassadorship, and quality assurance
62

Relationship Manager Senior Resume Examples & Samples

  • Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
  • Has completed a corporate banking or Investment Banking Associate Training Program
  • · Knowledge and experience in our Western Region in our corporate banking sector
  • Strong leadership abilities in financial services sales and business development
63

Relationship Manager Implementation Resume Examples & Samples

  • Maintain effective relationships with internal and external partners and other key stakeholders so that we can better understand and support our partners and customers
  • Collaborate with key stakeholders and partners, vendors / outsourced partners to assess progress of projects & initiatives, ensuring all deliverables are achieved and all issues are clearly communicated, escalated and resolved
  • Carry out all aspects of new branches, relocations, and closures with a customer mindset in conjunction with branch staff
  • Build and maintain positive working relationships by effectively communicating and regularly sharing information, learning and knowledge with business partners and customers
  • Expected to have a detailed understanding of strategic processes and program/project management
  • Requires an understanding of TD's business objectives and strategies for clients and industry knowledge of retail and banking trends
  • A strong background in participating in and leading cross-functional teams including negotiation and problem resolution
  • Organizational awareness and impact and influence
  • Internal and external networking skills
  • The ability to develop and maintain effective relationships within CRRE and TD Regions
64

Relationship Manager, Construction Resume Examples & Samples

  • Working with in house & external design team to ensure TD standards are maintained and consistently delivered throughout all project initiatives
  • Provide superior support and communication to all Regional premises points of contact in partnership with the Community Director responsible for that region
  • Communicating with all internal stakeholders and partners and providing guidance and leadership to our third party project management service provider
  • The contractual hiring of consultants as well as the co-ordination of all aspects of a third party contractor bid process, including review of bid submissions and the award of contracts
  • Working with various teams within TD in addition to third parties, including Developers, City Planning Departments, consultants and general contractors, to negotiate, influence, coordinate and execute projects
  • Ensuring timely and accurate project updates are provided, and to provide escalation of risks, possible solutions and potential contingencies when situations arise
  • Accurate documentation of project status and monitoring of project construction costs versus approved budget and, when necessary, to make recommendations for Senior Management approval
  • Ensuring all capital projects are completed on time and within budget
  • Providing ongoing value engineering recommendations and driving process efficiencies
  • Up to date reporting and project analysis key in establishing industry trending and assist with future forecasting
65

Relationship Manager, Construction Resume Examples & Samples

  • Experience delivering projects utilizing a third party outsourced model and inspiring the will to win
  • Organizational awareness – knowing how to engage the organization to get things done, deal with complex change and enhance TD’s brand
  • Understanding where and how to drive efficiencies in deployment of capital
  • Business acumen – understanding his/her business from the ground up and the key levers that will deliver superior results
  • Deliver on time and on budget, new branch builds, mergers, relocations and major/minor premises projects; executing with excellence on all internally and externally managed projects
  • Dovetail Facility related programs into renovation strategy for best use of capital, providing guidance and oversight into the Facility Management portfolio
  • Track and report status of construction projects where all reports and timely and complete
  • Provide expertise, guidance and strategic outlook with respect to capital planning for projects
  • Manage established capital plans
  • Support the business case process by providing accurate cost estimates
  • Identifying and escalating any risks/conditions that may impact timeline or cost
  • Ensure consistency in project delivery across ‘X’ regions
  • Improve construction management processes and identify opportunities to decrease cost and/or timeline
  • Lead planning and execution of various CRRE initiatives with respect to the premises construction aspect
  • Develop, maintain and strengthen effective relationships with CRRE’s internal and external business partners to ensure all projects are assessed to understand the impact on the Retail space from a customer and employee perspective
  • Provide superior support and communication to Regional premises points of contact in partnership with the Community Director responsible for that region
66

ATM Relationship Manager Resume Examples & Samples

  • Champion of the Customer experience for the North American ATM channel by leading CSI initiatives in order to achieve annual CSI goals
  • Primary contact for internal partners to develop and maintain relationships across all TDBG businesses to maximize service delivery for the ATM channel
  • Accountable for leading all regular partner meetings with stakeholders and support groups, ensuring ATM channel is a strategic player in interdependent partner projects and initiatives. Partners include but are not limited to Retail Real Estate, Marketing, Regional Operations, Everyday banking, Debit Card Operations, Business Banking and BSC
  • Keep abreast of partner process improvements or new product launches that impact our business
  • Keep current with strategic ATM channel initiatives and develop an understanding of critical business success factors
  • Act as a consultant, providing advice, business expertise, and recommendations on business and/or operational processes
  • Participate in the development of the North American comprehensive service strategy to deliver high ATM availability and extraordinary Customer Service experience. Ensure process improvement plans are developed and implemented in areas not achieving service level targets
  • Champion a culture of change management to ensure business standards are embraced by staff and business partners. Ensures all business line employees are engaged in the Customer service effort
  • Assist with the analysis of market research on trends in consumer demand and emerging technologies as input into the product strategy/roadmap
  • Provide input and assistance to senior management in developing budget
  • Effectively manage actual business results and implement corrective programs to achieve business targets ensuring costs are minimized
  • Identify vendor opportunities to better serve clients and/or to reduce costs within the ATM channel
  • Utilizes and follows Compliance/Risk control programs
  • Support and assist with the implementation of company policies and procedures
  • Participate on cross-functional project teams and task groups, including those in support of conversion activities
  • Have a high degree of business acumen in terms of analyzing and understanding business decisions, highly motivated to achieve results, and a commitment to operational and service excellence
  • Manage a high performing team in the delivery of the accountabilities
  • Encourage team to achieve common goals and objectives through effective leadership of people and create an open, diverse and supportive work environment; act as a role model
  • Lead, coach and model a brand enhancing Customer experience with every interaction
  • Act as a back-up to ATM Senior Manager, Fleet Management & Service Delivery
67

Senior International Relationship Manager Resume Examples & Samples

  • This is a new role within the Business Banking segment of CMB, in line with the Group Strategy and Global MTO and therefore creates a number of opportunities as well as challenges in a competitive environment. Major challenges are as follows
  • Manage and grow existing portfolio of international customers whilst seeking to drive new-to-bank business
  • Provide leadership and guidance to junior and other RMs on international matters and HSBC’s capabilities locally and globally
  • It is known that customers who generate international product income streams are, on average, three times more valuable to the bank than those customers with a purely domestic product income stream
  • The Group has a strategic objective to become the Leading International Bank, which builds on our global network, recognises the increasing globalisation of the world’s economy and the increased value of international customers. Our Group capabilities, coupled with our understanding of local markets and cultures worldwide, help us deliver innovative solutions to our internationally minded clients
  • Minimum 5 years proven and progressive Relationship Management experience
  • Bachelors degree in business, related field, or equivalent experience
  • Good understanding of the international business trade cycl, forex tranactions and the business processes involved when importing and exporting and ability to apply structured bank solutions to match those needs
  • Ability to interact with all levels of business customers
68

Relationship Manager UAE Market Resume Examples & Samples

  • Ability to generate business through own channels and networks, build own book. Establishing strong relationship with the onshore business and close working relationship with referral markets
  • Source new target market clients that support the attainment of business objectives and argets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs
  • Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule
  • Must have demonstrated success in a sales background within a financial services company
  • Good knowledge of respective operational and regulatory environment as well as cultural understanding of referral market
  • Team player – has the capability of performing on own but work as an effective team member, according due respect to a geographically/professionally diverse team
  • Language: English is a must; fluent Arabic (verbal and written) will be given additional preferences
  • Candidates who do not meet the FSA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period
69

Relationship Manager Israel Market Resume Examples & Samples

  • Ability to generate business through own channels and networks, build own book
  • Source new target market clients that support the attainment of business objectives and targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs
  • Taking responsibility to build relationships with key clients and influencers inside the referral businesses, instilling a sense of teamwork and pro-activity, and work closely with covered regions /countries to increase the client database through sourcing new client referrals
  • An ability to manage a portfolio, maximise revenues in a regulated environment and source new business through their own initiative, with team members
  • Sales/Relationship Management orientation
  • Good presentations and networking skills
70

Dealer Relationship Manager Auto Finance Resume Examples & Samples

  • Knowledge of indirect auto finance industry required
  • One year Consumer credit experience preferred
  • Demonstrated ability to establish and maintain client relationships
  • Preferred candidate will reside in Minneapolis, MN
  • Must be willing to travel 60%+ of time
71

Platform & Integration Alpha Strategies Relationship Manager Resume Examples & Samples

  • Learn the core Aladdin suite of tools, and develop expertise in the Portfolio Management applications including Portfolio Construction, RACE, GP, TradeEntry, Dashboard and Portfolio Monitor. Develop solid understanding of Aladdin's underlying technical infrastructure including the data model
  • Partner with BlackRock users, specifically Portfolio Management and their COOs, to understand their investment workflow/processes in order to deploy viable solutions to meet their needs
  • Gather requirements, assist with product design, coordinate testing and integration, as well as deploy and support the new Aladdin functionality on behalf of BlackRock. Ability to provide clear business requirements and liaise with the technical team to complete the vision
  • Work with multiples teams throughout the business (Investments, Operations, Compliance, etc) in support of a specific project or task to ensure that the entire lifecycle of the order and trade process is understood and supported
  • Participate in cross functional projects affecting multiple parts of the business
  • Support the Portfolio Management teams in their day-to-day usage of Aladdin
  • Provide training sessions for various Aladdin applications to new BLK employees as well refresher courses for Portfolio Management teams
  • Work closely with other support teams, namely Aladdin Client Services (ACS) and PAG (Portfolio Analytics Group) to deliver excellent client service
  • Demonstrated business analysis skills with a hands on approach
  • 1-2 years work experience in the financial services industry
  • Outstanding academic achievement
  • Ability to perform hands-on tasks
  • Solid understanding of the trade workflow for various fixed income instruments
  • Basic understanding of capital markets instruments (fixed income)
  • Experience working closely with clients on product design, deployment and business process redesign desired a plus
  • Excellent creative, analytical and computer skills with an entrepreneurial approach to large, complex projects
72

Human Resources Relationship Manager Resume Examples & Samples

  • Demonstrate an understanding of the vision, purpose and strategy of the business and how this aligns with our HR strategy
  • Display confidence, emotional intelligence and decisiveness
  • 5-7 + years HR Generalist experience,
  • Demonstrated expertise and experience serving in a consultative capacity to business leaders
  • Experience working across the various HR disciplines including compensation, recruiting, employee relations and talent management
  • Demonstrated expertise building consensus on a cross-functional basis
  • Experience managing a variety of employee relations issues
  • BA/BS degree; certifications and course work in specific areas of HR expertise preferred
73

Relationship Manager, Employee Giving Resume Examples & Samples

  • Relationship Management – Internal stakeholders and External partners
  • Enterprise Initiative Management and related budget management
  • 5 years + work experience in event management or communications
74

Asia Pacific Central Clearing Counterparty Risk & Relationship Manager Resume Examples & Samples

  • Analyze proprietary derivatives and SFT transactions for clearing requirements and resource optimization opportunities
  • Keep the team informed of any regulatory updates related to clearing in non-Japan Asia
  • Assess risk and margin model requirements / deficiencies of existing and upcoming Asian CCP connections
  • Advise on the impacts of moving from bilateral to cleared space*LI-JG1
  • A university degree in Finance, Economics or Economics
  • Strong technical abilities and understanding of risk management & CCP methodologies
  • Relevant central clearing counterparty risk experience essential
  • Prior trading or structuring exposure preferred
  • Expertise in non-Japan Asia markets including a breadth of understanding both products and clients
  • Solid sales and trading product knowledge e.g. derivatives, interest rates, repo…etc
  • Excellent communication and presentation skills in English
75

Relationship Manager Financial Institutions Resume Examples & Samples

  • Drive the growth of the business through cross sales, new clients, etc
  • Maintain overall ownership for servicing the client on operational matters by driving relevant internal support networks
  • Sell solutions using a diagnostic approach and by using an in-depth understanding of client needs, commercial banking products (transactional as well as debt) and/or industry to form a holistic view of the clients business to match catch cycles of business to relevant products offered as an example
  • Analyse sector information (this refers natural resources as an example where a Banker will have to understand how current unrest if you will in the labour force in the mining industry, might impact a clients and how this could ultimately impact the bank’s exposure to the client), composition of client structures, financial position and share structures in order to provide the correct product solution. This involves looking at legal as well as tax implication for these proposed structures
  • 5 years experience in evaluating and understanding complex company financials and other economic trends
76

MME Relationship Manager Resume Examples & Samples

  • Bachelor degree or above
  • Solid relationship building and management skills and strong credit analytical skill
  • Good command of Chinese and English in both oral and written communications
77

Relationship Manager Large Local Corporates Resume Examples & Samples

  • B-degree in Commerce or equivalent
  • Strong solution-driven person
  • Excellent Communication Skills (Written and Verbal)
78

Relationship Manager Associate NY Resume Examples & Samples

  • Candidate must have performed well in previous service or sales-related functions, requiring direct customer contact, demonstrating customer advocacy competencies. Must enjoy a fast-paced environment, with targeted individual, team goals and objectives
  • Series 7 and 63 required
  • Minimum 2 years of financial industry experience
79

Finance Relationship Manager Resume Examples & Samples

  • Budgeting, forecasting, reporting of actual expenses vs targets
  • Performs variance analyses, prepares and reviews regular financial reports with
  • No personnel management responsibilities
  • Manages financial cycles (budget, forecast, reporting packages, etc.)
80

National Accounts Relationship Manager Resume Examples & Samples

  • 3 years of sales experience at the national account level
  • Superior knowledge of mutual funds, ETFs and industry dynamics are essential
  • Demonstrated experience in evolving strategic positioning to support business needs
  • Post secondary education or equivalent in Business, Finance or a related field
  • Canadian Securities Course preferred
  • Relationship Management (Proficient)
  • Sales & Service ( Proficient)
  • Business Acumen (Working)
  • Conflict Management & Resolution (Working)
  • Environmental Understanding (In-depth)
  • Problem Solving (Working)
  • Technology Understanding (Working)
81

BPI Relationship Manager Resume Examples & Samples

  • Manage improvements to process and platform
  • Process definition and problem resolution
  • Solutions design
  • Technology implementation
  • Product development management
  • Navigate across departments and engage cross-functional project teams to achieve results
  • Alternatives products experience
  • Technical expertise
  • Ability to liaise with executive partners across multiple departments and regions
  • Knowledge of Aladdin platform preferred
82

Icg-relationship Manager Resume Examples & Samples

  • Strong understanding of financial statements, financial analysis, credit and risks
  • Ability to prioritize multiple tasks and/or customers, balancing between revenue motivation and risk/control efficiencies
  • Strong time management skills, by effectively utilizing Citi's internal system platform, with a sense of urgency
  • Team player with excellent communication and interpersonal skills, and ability to work effectively within the GSG Singapore team and the global organization
  • Strong negotiation and closing skills until the deal conclusion
  • A proven successful track record in a relationship management role is preferable
  • Proficient in MS Word, PowerPoint and Excel
  • Bachelor degree required and Master degree or equivalent preferable
  • Overall banking experience of 5-8 years, of which 2-3 years of client coverage experience is preferred
83

Account Manager Relationship Resume Examples & Samples

  • Deep understanding of client dynamics and needs
  • Ability to leverage the full potential of BlackRock’s capabilities to address and solve client specific issues
  • A facilitator not a gatekeeper – encourage and foster dialogue with client for other groups within BlackRock
  • Work with Global Consultant Relations to deepen relationship with field consultants
  • Defence work (meetings, conference calls, mailings) for strategies where performance is (temporarily) suffering
  • Focus on cross-selling with the other business, in particular iShares and Retail (where applicable)
  • Working with the Head of Institutional Sales in defining the sales strategy in the market segment and the sales managers in Germany to drive the business forward – occasionally interaction with sales manages in other European countries
  • Intensive cooperation and information sharing with other sales managers for institutional sales in Europe, as well as with other product lines such as BlackRock retail funds or iShares ETFs
  • Working with the Head of Institutional Sales regarding the regular preparation of budget figures
  • Joint responsibility for implementing the strategy and adapting it to changing market conditions
  • Client relationship management and business development role for German institutional prospective and existing clients (incl. key clients)
  • Provide information to institutional clients, such as: market views, performance of the mandate being managed by BLK, etc. and supporting the contracting entities in handling any client complaints in the most effective way
  • Coordination of communication process for the conclusion of a contract with Account Management Services, BlackRock Legal, BlackRock Compliance, BlackRock Portfolio-Management and the KAG (Kapitalanlagegesellschaft)
  • Develop extensive knowledge of the German and Austrian market & prospect client base and their regulatory needs
  • Extensive market experience
  • Broad asset class and capital market knowledge
  • Track record in sales/cross-selling/up-selling
  • Capable of effectively using internal systems, particularly Aladdin and internal CRM system
  • Deep working knowledge of BlackRock capabilities and key products spanning all asset classes
  • Ability to represent BlackRock externally at client conferences/industry forums
84

Relationship Manager, Chatswood Resume Examples & Samples

  • Cross-sell and up-sell the Citigold client portfolio through proactive prospecting calls and activities
  • Investment sales experience
  • Analysis/ problem solving skills
  • Service Quality
  • Building positive, long term relationships with Citibank's clients
  • Mandarin and/or Cantonese language skills are welcomed
85

Citi Commercial Bank-relationship Manager Resume Examples & Samples

  • Tertiary level education with solid banking experience
  • Sound knowledge of the local market and relevant contacts
  • Excellent selling and interpersonal skills
86

Citibanking Relationship Manager Resume Examples & Samples

  • Candidate must possess at least a Bachelor’s Degree, Post Graduate Diploma, Professional Degree or Master’s Degree in any field. Additional professional accreditation like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) or Persatuan Pasaran Kewangan Malaysia (PKKM) would be an added advantage
  • Minimum of 3 years experience in banking and/or investment industry
  • A team player
  • Enjoy meeting people
  • Fluent written and spoken English. Ability to speak in Mandarin / Cantonese is an added advantage
87

Automotive Commercial Account Relationship Manager Resume Examples & Samples

  • Sales (new and existing) - prospecting and lead generation, sales meetings and discovery sessions, sales planning and reviews (65%)
  • Portfolio Management and Risk Mitigation – reviewing financial statements for trends, risk monitoring and assessment, credit restructuring (25%)
  • Service – dealing with major issues and escalations (5%)
  • Training – personal development, formal and informal learning (5%)
  • Must have proven track record in sales and business development and exceptional client relationship management
  • Some experience in banking and commercial automotive lending preferred
  • Sales and financial advice skills: pre-call planning, negotiations, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business, solutions structuring and option creation, cross-selling, conducting sales calls, making presentations, leveraging the relationship team and effective communication
  • New client acquisition skills: pitching the value proposition, development/networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management
  • Credit skills: assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
  • Industry and product knowledge: deep products and services knowledge dependent on industry specialization, ability to have conversational competence on all solutions and partners, ability to stay current on industry trends and events and networking
  • Relationship building skills: the client’s business strategy, the value of the company to RBC, the client’s expectation of RBC, the sales and service teams who will interact with the client and key decision makers
  • LI - SH1
88

Senior Investment Relationship Manager Resume Examples & Samples

  • Minimum 3 - 5 years of investment, trading and brokerageexperience required
  • Series 7 and 63 licensing required
  • Sound decision making skills with ability to manage risk andoverall client experience
  • Strong interpersonal skills and the ability to work in a teamenvironment
  • Ability to handle multipletasks in a dynamic environment
89

Relationship Administrator Resume Examples & Samples

  • Play an active role in the CEO’s client relationship management, including the daily review of client meetings scheduled in the New York office
  • Work closely with the CEO in planning meetings and travel schedules for regional office visits to help enhance business contacts during trips
  • Use CRM software to manage relationships and track interactions to increase CEO’s reach with clients, prospects, employees, board members, intermediaries, and regulators
  • Write effective drafts of client communications (e.g., new business letters, thank- you notes)
  • Build positive relationships with colleagues across the firm
  • Handle incoming calls to assess the urgency of situations and determine necessary involvement of the CEO or another member of senior management team
  • Maintain updated lists of all boards and internal committees
  • Maintain a frequently changing calendar and contacts in Outlook
  • Manage a part-time administrative assistant who is primarily responsible for expense reports, travel arrangements, filing, and meeting requests, oversee their work, and provide feedback; occasionally perform administrative support, as needed
  • Minimum five years of successful experience in client-focused environment
  • Demonstrated ability to prioritize and manage multiple assignments
  • Ability to work well in and contribute to a team environment
  • Excellent attention to detail and uncompromising commitment to quality
  • Proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
  • Flexible to work overtime, as needed
90

NRI Relationship Manager Resume Examples & Samples

  • Bilingual – Any Indian language (Hindi, Marathi, Gujarati, Tamil, Telugu, Punjabi)
  • 3-5 years of prior banking and customer service experience
  • Basic proficiency in Microsoft Office related packages
  • Team player with the openness and willingness to learn
  • Positive/can-do attitude
91

Group Solutions Relationship Manager Resume Examples & Samples

  • Manages sponsor relationships for existing Group Solutions plans
  • Delivers advice as it relates to Group Savings, Group Retirement Solutions and Group Banking while identifying and making referrals to the Mortgage Assistance Program
  • Completes Annual Review which includes discovery, confirm and documents sponsor goals to ensure the current program aligns with the unique needs of the sponsor and makes amendments as required
  • Maintains expertise as it relates to Group Retirement and the Pension industry trends, regulations, and competitive environment to ensure clients are receiving advice tailored to their needs
  • Builds and maintains a strong network of internal partners including Integrated Markets, Career Sales Force, Private Banking, Commercial Financial Services and Dominion Securities, in order to promote advice events at the sponsor workplace and one on one onsite advice meetings with RBC staff
  • Introduces and refers clients to the capability of other and channels sharing the Group value propositions and making referrals to make sure clients benefit from the full range of RBC solutions (Branch, Career Sales Force, Dominion Securities, Commercial Financial Services and other partners)
  • Organizes and participates in community and corporate events to build awareness of Group Solutions
  • Leverages a variety of tactics including information sessions at the employee level to support the plan and to promote the employer program in order to maximize opportunity and increase participation rates after initial launch
  • Works with the Group Consultant to develop and execute program launch event(s) for implementation for Sponsors to sign up employees onsite for new savings and banking plans
  • Develops a comprehensive plan and routines to maintain contact with sponsors and key decision makers in order ensure retention of the Group program
  • Partners with the Group Consultant to build support model of in-market teams to seize employee banking opportunities
  • Confirms satisfaction of employer and is the main point of escalation for all client issues
  • Ensures sponsor is fully anchored with local RBC branch for ongoing employee engagement
  • Sales skills including client relationship management, discovery, negotiation and closing skills
  • Knowledge of RBC’s financial products, services, and delivery channels
  • Knowledge of Group RRSP, Group DPSP, Group Investment Account,
  • Depth of knowledge of Employee Benefits programs
  • Knowledge of Group Client agreements and client documents for plan set up – fact sheets, plan overview, proposal documents
  • Ability to design and customize Group Solutions plans to meet the unique needs of the sponsor. Ability to analyze current plan situation in order provide alternate solution and close the deal
  • Full knowledge of Group Solutions tools and resources, including learning resources, policy and procedures library, sponsor database, marketing central
  • Excellent written and oral communication skills sufficient to deliver presentations and proposals to sponsors, employees, RBC partners, and within the external market to prospects and at community events
  • Ability to conduct information session on site to employees
  • Strong knowledge of competitive offers and activity within the market
  • Certified Employee Benefits Specialist Certification - Relevant Courses
  • Client Impact
  • Sales Acumen
  • Execution Excellence
  • Bilingual (English/French)
  • LI-JW1
92

Bilingual Relationship Manager Resume Examples & Samples

  • Actively market and originate multi products (Loans, TTS, Markets) and services to key decision makers and influencers of broad range of Institutional clients and prospects; managers and assigned set of relationships
  • Gain a comprehensive understanding of the different industries and market environment, as well as the clients’ financial condition and management, ability to gain good understanding on segments of the industry and the marketplace
  • Interface with Credit Risk Management Unit in the analysis of client’s credit aspects and approvals
  • Find ways to add value to the client with the Product Specialists and Transaction Banking Sales Officers where applicable, to develop solutions to the customer financial needs
  • Implement the relationship plans through the effective use of the bank’s resources (i.e. to coordinate the appropriate calling efforts of the bank’s resources including management and product groups
  • Devote 65-75% of the time to market/identification of new business opportunities to visit clients / prospects
  • Provide business credit officer approval initial in Annual Reviews
  • Acquire new clients that comply with Citi’s Target Market Criteria
  • Monitor and approve (or recommend for approval if not a credit officer) transactions and/or overdrafts
  • Develop a client plan and a relationship strategy with each client and qualified prospect
  • Prepares and negotiate acceptance of proposals of terms & documentations
  • Primarily responsible for maintaining the clients’ credit files updated at all times
  • Ability to manage large transactional portfolios. Handles relationships with Regional & Local CFO/Treasury levels
  • Excellent Good multiproduct origination ability (i.e. TTS, FX, Derivatives, Lending, Other)
  • Evaluates the credit worthiness of a client and appropriately quantifies and assesses risk/reward tradeoff
  • Identifies and escalates compliance and control issues as appropriate
  • Acts in accordance with the trends of the local financial markets, banking industry and regulations
  • Delivers difficult messages on a timely basis and without harming relationships
  • Anticipates problems before they arise and is proactive in addressing them
  • Bachelor's Degre in Finance and/or Accounting reqired, MBA Preferable
  • Fully Bilingual (English & Spanish)
  • Candidate must have a minimum of 7 years of experience within the banking industry and least 4 years as Relationship Manager with solid experience in credit structuring and analysis
  • Candidate should be able to lead complex syndicated credits relationships in multiple industries, primarily Real Estate sector (i.e. construction, stabilized commercial and residential properties)
  • Strong Sales and Cross Selling experience
  • Negotiation skills to deal with external counsels and clients
  • Experience in Business Development
  • Able to structure complex credit deals
  • Strong knowledge on Real Estate legal documentation
  • Strong Interpersonal Skills at different managerial levels
  • Strong analytical skills; Quality and Service oriented
  • Team Player; able to work under pressure
  • Ability to maintain professional relationships with top management; flexibility to work overtime. Able to be proactive and organized
  • Computer literate, proficiency en MS Office
93

Commercial Card Relationship Manager Resume Examples & Samples

  • Minimum of 5 years working experience, preferably from a financial services institution, MNCs or credit card industry
  • Minimum of 1 year sales experience in the financial services industry
  • Creative, proactive and self-monitoring
  • Ability to partner up and influence
94

Citi Commercial Bank-head of Relationship & Service Support Resume Examples & Samples

  • Tertiary level education with minimum 8 years of relevant banking experience
  • Solid background and knowledge in credit admin, operational and servicing process
  • People management and team leadership experience a definite advantage
  • Strong ability to work with different teams across functions
  • Excellent interpersonal skills and a team player
  • Fluent in English and Cantonese. Mandarin a definite advantage
95

Portfolio Relationship Manager Resume Examples & Samples

  • 4 - 8 years of prior portfolio management or investment management experience
  • BA/BS in Economics, Finance or other business related program
  • CFA or seeking CFA; CFP and / or MBA also attractive
  • Strong written and verbal communication skills
  • 4+ years experience working in open architecture
96

Senior Relationship Manger Resume Examples & Samples

  • Keeps abreast of market trends and continually updates knowledge of latest industry, financial and economic developments
  • Maintains an intensive marketing and sales program to ensure that all opportunities are explored and capitalized on with assigned portfolio of clients
  • Manages deal execution process end-to-end
  • Effectively analyses and manages risk related to assigned portfolio with a view to improving the Bank’s risk/reward exposure
  • Liaises with Risk Management for effective processing of Credit Reviews and Approvals
  • Involvement in budgeting process and continuous monitoring of client revenue
  • Masters from a recognized University in Business or a related discipline
  • A minimum of five (5) years-experience and skill set developed through an understanding of all aspects of the business
  • A strive for Excellence
  • Good interpersonal skills to work as part of a team
  • Self-motivated and driven
  • Experience in marketing of products including cash management services, loans, capital markets, derivatives, project finance, syndicated loans and advisory
  • Strong background in credit risk, compliance and operational risks
  • Any other equivalent combination of qualifications and experience
97

Assoc Relationship Manager, Investments Resume Examples & Samples

  • In-depth knowledge of Asset Management products and services usually acquired through training and experience is required to support products for the client
  • Analytical and organizational skills are required to research and resolve inquiries and to manage conflicting priorities and workflow
  • Negotiation skills are required to recommend enhancements or cross sell products and services
  • Leadership skills are required to champion initiatives and assist in the development of partners and peers
  • Experience with contact management systems , PowerPoint and Adobe Writer a plus
  • Series 7 and 63 licenses a plus. (Those who come into the role without this registration are required to obtain these licenses within the first 90 days of employment.)
98

Gcg-caw Relationship Manager Resume Examples & Samples

  • Tertiary degree
  • Advanced sales & negotiation skills
  • Strong presentation & communication skills, written & verbal
  • Enhanced Microsoft Office skills
99

Data Privacy Customer Relationship Services Manager Resume Examples & Samples

  • IAPP Certified International Privacy Professional certification desired
  • Demonstrate a consistent track record having worked as a Program or Project Manager on strategic cross-functional projects
  • Excellent organization skills, demonstrated sense of responsibility and results oriented. Excellent communication skills. Relationship builder and team player
  • The primary responsibility of the Privacy Client and Relationship Services (PCRS) Manager is to assist Citi businesses with reviewing global, regional and local/country business initiatives that involve the use, collection, storage, and/or cross border transfer of country data that contains confidential or Personally Identifiable Information (PII)
100

Relationship Client Service Manager Resume Examples & Samples

  • 7) Ownership for institutionalizing Best Practices consistently across their client base
  • 8) Ensures that risk is managed across Service and Delivery. They are responsible for ensuring that an incident is logged, where appropriate
  • 10) Ensure timely delivery of client invoices and reporting on overdue invoices
  • 13) Monitor the timely completion of documentation for Tax Reclaims and escalate delays
101

Relationship Manager for Levant Markets Resume Examples & Samples

  • Implement a clear strategy for developing client base, Net New Money and long term client relationships
  • Provide high quality strategic investment advice (incl. One Bank and multi booking)
  • Ensure that all required prospect/client information is available
  • Retain the responsibility for the client relationship development with a main focus on strategic advice
  • Keep the responsibility to deliver the UBS Client Experience and ask for client feedback
  • Work in close collaboration with the relevant teams by applying clients' needs in order to jointly develop an appropriate investment strategy
  • Take the responsibility for all prospect/client relationships to meet all legal and regulatory requirements, UBS guidelines and policies
  • Leverage the entire bank and proactively promote multi-shoring services, the Investment Bank and Asset Management offering
  • Involve Relationship Manager, Investment Advisors and Specialists of other divisions and share Best Practices with other Relationship Managers, and Client Advisors
102

Toms Fixed Income Relationship Manager Resume Examples & Samples

  • Leading efforts in implementing sales initiatives to engage customers to continually partner with the TOMS business
  • Creating account plans and strategies to support and increase the presence of TOMS
  • Developing and managing key customer relationships with decision makers and key people with influence to gain strategic positioning within an assigned account to maximize sales opportunities
  • Collaborating with the Business Management Teams to develop the Bloomberg TOMS value proposition by collating market and customer intelligence
  • Providing exceptional customer service to the business and end-users within the account
  • Achieving sales targets in core and designated ancillary products by identifying and assisting to close new sales opportunities within the account
  • Working within the customer base to design and execute gap analysis
  • Gaining strong understanding of customer's technology and workflows
  • Understanding key competitors and position our products' advantages
  • Minimum of 4+ years of client relationship management and/or sales experience
  • Strong experience across the Fixed Income asset classes, including a solid understanding of the full life cycle of a trade
  • Order Management System or electronic trading industry knowledge
  • Experienced interacting with senior Trading, Sales, Middle and Back office, Technology, E-Commerce and C-Level Executives
  • Ability to communicate using technical trading concepts
  • Strong business acumen with a demonstrated knowledge of identifying potential value creation and new prospects, as well as building and maintaining solid client relationships
  • Project management, organizational, and planning skills
  • Proactive, goal oriented individual with superior verbal and written presentation skills
  • Aptitude to excel in a fast paced, rapidly growing environment
  • Must of have knowledge of Bloomberg terminal
  • Knowledge of TOMS a plus
103

Investment Relationship Manager Resume Examples & Samples

  • Experience with advanced trading strategies, options, fixedincome, and margin required
  • Confident and engaging presence
  • Knowledge of the Enterprise platformsa plus (US Trust, BAC, Advisory)
104

Relationship Service Specialist Resume Examples & Samples

  • Continuous exemplary prioritization of Customer and Sales inquiries, for their assigned Customers and Sales Teams, is required, based on relationship exposures and business needs, to ensure timely and satisfactory delivery
  • Responsible for all phases of complex commercial end-to-end servicing for Liability, Cash Management, and Foreign Exchange (FX) requiring ongoing proactive client interaction, both on domestic and international business activities
  • Assessing internal/external customer issues/challenges and achieving resolution. Senior RSSs deliver extensive support with advanced/tailored product solutions for multi-faceted business needs that are inclusive of GTS and International Clients
  • Utilize expert business, industry, and operational knowledge in addition to frequent client interaction to identify value added products and client solutions for cross-sell opportunities
  • Provide input and decisions on Cash Management, Liability and Foreign Exchange by consulting on policy compliance, operational constraints and service performance risk
  • Integrity of account opening / on-boarding activities and documentation, specifically for Regulatory, Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance and to ensure timeliness of account setup and data quality
  • Comprehensive execution of this position requires on-going judgment and subject matter expertise to ensure compliance is maintained within Global Banking Policy, Anti-Money Laundering and Know Your Customer requirements
  • Ensure legal, regulatory and operational control requirements are maintained across their assigned diverse complex customer base on an ongoing basis
  • Perform Risk Controls Self Assessments (RCSA) testing to ensure dynamic controls
  • Leveraging Customer feedback and industry experience, Senior RSSs provide advanced consultative support regarding product terms and conditions and needed competitive market enhancements
  • Serve as acting manager when their manager is unavailable
  • Provide guidance on the direction and development of organization wide process improvement programs
  • Provide leadership on taskforces whose mission is to achieve our goal of bringing service to the next level
  • Help identify the source/cause of significant customer issues so that they can be eliminated
  • Acts as Subject Matter Expert (SME) for Liability, Cash Management and Foreign Exchange products and services to deliver a “best in class” client experience by managing internal/external client expectation and delivering swift problem resolution
  • Independently resolves internal/external client inquiries/investigations and contact senior partners for escalations
  • Complete new account processing for Liability, Cash Management and FX
  • Develop and maintain a clear and consistent understanding of Liability, Cash Management and Foreign Exchange documentation
  • Responsible to independently analyze and deliver timely quality solutions based on internal/external client needs
  • Review and execute account opening documents and monitor discrepancies and exceptions
  • Independently prioritizes servicing for assigned customer portfolio and Sales RM based upon their evaluation of the importance of the transaction to the customer and Bank
  • Run and independently analyze credit inquiries (TRW and D&B)
  • Document issues and providing viable solutions
  • Management intervention only at the request of an RSO when in their judgment escalation is needed to address an unresolved conflict or an exception process approval is required. Assist manager in assigning and monitoring flow of work in the department. Independently reviews, audits and decisions daily Online Overdraft (OLOD) reports. Contact clients as necessary to approve and process overdraft up to RSS authority limit
  • Technical Skills/Technology
  • Independently maneuvers through all applications, tools, and databases used to process transparent end-to-end top client support
  • Advanced knowledge of systems related to Cash Management and Liabilities (Citismart, SI, WCM, Pep+, BABO, Citidirect, Citichecking, etc.)
  • Ability to coordinate and provide remote servicing in a Continuity of Business (COB) environment with no supervision
  • Possess highly developed knowledge in key systems with the ability to train and coach RSOs (Analyst I)
  • Relationship Servicing
  • Assigned an exclusive portfolio of top 85 clients and $6 million in CNR whose service and product needs are diverse in complex structure
  • Independently and proactively interacts with the internal/external clients regarding overall relationship needs by phone or place of business calls
  • Determine the need for timely engagement with the assigned RM or National Sales Specialist
  • Partner with internal business units to handle investigations and problem resolutions
  • Conduct proactive visits and outbound phone calls to clients for service checkups and to evaluate their additional business needs
  • Proactively review assigned portfolio with Relationship Managers to provide any status updates
  • Autonomously approve refund of fees and service charges within delegated authorities
  • Controls
  • Engage with senior partners on all compliance, controls and escalation issues
  • Document, track, and resolve complex client service inquiries and investigations via an internal tracking system and keep relationship manager informed on progress as needed
  • Perform within resolutions and quality standards as defined
  • Review and approve immediate credit for RSO (Analyst I) between $5M - $25M
  • Coordinate and represent Business initiatives outside normal business hours including weekends for mandatory COB testing
  • Responsible for performing independent RCSA control testing nationally
  • People Development/Management - Supervisory
  • Seek and disseminate to share with peers best practices for streamlining and standardization for enhanced service
  • Provide Subject Matter Expertise (SME) within the regional team based upon specific product knowledge (GTS, Cash Management, Liability, FX, etc.)
  • Serve as acting manager when manager is unavailable
  • Lead and represent the overall team on projects and initiatives
  • Coach and mentor other RSOs (Analyst I)
  • Lead and conduct training for RSO team to enhance service skills
105

Human Resource Relationship Manager Resume Examples & Samples

  • Understand the competitive landscape, market trends and best people practices of the industry
  • Build credible relationships with key management, business stakeholders and peers globally by combining commercial and HR expertise to add value to the business
  • Influence key stakeholders and challenge as appropriate
  • Use a range of analytical tools, personal experience and business understanding to generate compelling insights
  • Leverage insights from data to contribute to the business partnering strategy and to make the organization more effective, e.g. talent acquisition, retention strategies, and employee development
  • Provide guidance to managers on how to effectively manage change within the organization, such as department reorganizations, leadership changes, role restructuring, mergers and acquisitions
  • Ensure appropriate population of high-performing and poor-performing employees is identified and managed
  • Investigate and resolve employee relations issues in accordance with company policy, local legislation and business needs. Make suitable recommendations for the level of action required. Anticipate potential risks and take appropriate action to mitigate them
  • Support clients in the execution of Bloomberg's evaluation and compensation process
  • 8-10 + years HR Generalist experience, preferably in financial services, investment banking or technology industry
  • Demonstrated expertise and experience serving in a consultative capacity to senior business leaders, shaping organizational strategy, goals and alignment
  • Experience working across cultures and in a matrixed environment strongly preferred
  • Ability to execute firm-wide talent initiatives with excellence in a fast paced, global collaborative environment; commitment to innovation and continuous improvement
  • Familiar with HR reporting and experience analyzing and presenting findings and reports back to the business as well as tracking and disseminating key HR data
106

Emsx Relationship Manager Resume Examples & Samples

  • Experience in either the equity or derivatives markets, preferably from a front-office perspective
  • Knowledge of trading needs and FIX connectivity
  • Ability to understand, interpret, and develop the requirements of our clients into action plans, and to convey these plans to our product team
  • Familiarity with OMS and EMS software is a plus
  • Sales Engineer, or Technical Sales experience a plus
  • Products sold and supported in this role
107

Affluent Relationship Manager Resume Examples & Samples

  • Candidate should develop and deepen client relationships to thoroughly understand the client needs
  • Develop and adapt a disciplined sales process to convert a robust pipeline of prospects into target market clients
  • Deliver quality client relationships (solutions and services) in a intensely competitive, fragmented market, taking fullest advantage of the Citibank franchise. Effectively access product expertise on behalf of clients
  • Strong Team work skills
  • Entrepreneurial skills
  • Full knowledge of Anti-Money Laundering and Know Your Customer requirements for Non-Resident Aliens
  • Fully Bilingual - Spanish and English (verbal and written)
  • Ability to sell and explain banking and service products instruments
108

APS Index Relationship Manager Resume Examples & Samples

  • Basic knowledge of index fund structures and Financial Markets. Keen to gain expert knowledge of numerous asset types (Fixed Income, Equity, Derivatives, and etc.)
  • Identify and organize project tasks, facilitate client and team meetings
  • Resolve project roadblocks, identify and manage project risks, detect unstated assumptions, resolve conflicts, escalate issues appropriately and concisely report project status to clients
  • Build strong working partnerships with internal clients, addresses client demands with a sense of urgency and manages expectations
  • Facilitate and drive prioritization within BLK, iShares and BRS business units
  • Provide superior client service, through defined Governance, engagement models and defining client offering
  • Familiarity with index/benchmark data and relevant providers such as MSCI, S&P, FTSE, Barclays (Legacy Lehman and Barcap) and Russell
  • Prior experience with data mapping, process modeling and evaluating for best practices including, implementation of robust and scalable processes
  • Understanding of Vendor Methodologies/Benchmark Construction experience, including composites
  • 3+ years’ experience in gathering and developing detailed functional requirements or equivalent experience
  • Experience working in an investment management environment
  • Knowledge of SDLC and testing best practices (system, integration, and unit testing)
  • Proficient in Unix, Perl desired
  • Business process modeling skills
  • Strong critical reasoning skills
  • Desire to deliver world class client support
  • Enthusiasm for learning
109

Relationship Manager Israel Resume Examples & Samples

  • Adherence to a robust control environment within which staff carry out their duties, ensuring effective self-monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work
  • Strong negotiating and influencing skills
  • Communication skills (both oral and written) in at least English and one other language to suit the markets covered
  • Nationals with the requisite qualifications will be given preference as well as local market experience
  • Language: English is a must; fluent Arabic (verbal and written) will be given additional preference
110

Technical Relationship Service Representative Resume Examples & Samples

  • Provide 1st line client production support
  • Partnering with account management in our buy-side and sell-side businesses to provide proactive engagements with existing client base in Australia
  • Achieving targets and metrics with clients (generating leads, assisting in closing add-on sales and tangibly reducing support costs)
  • Understanding key competitors or alternatives and successfully protecting against displacements
111

Tsci Technical Relationship Service Representative Resume Examples & Samples

  • Insightful grasp of how system integration and technology can enhance and create solutions in the Trading Space
  • Japanese Language (both written & spoken) a must
  • Provide 1st line Client Production Support
  • Partnering with Account Management in our buy-side and sell-side businesses to provide proactive engagements with existing client base in Australia
  • Ensure a smooth client life cycle experience, from project implementation to production support
112

Human Resources Relationship Manager Resume Examples & Samples

  • Leverage findings from data to contribute to business partnering strategy and to make the organization more effective, e.g. talent acquisition, retention strategies, and employee development
  • 7+ years' experience in a Generalist role required or equivalent HR experience
  • Proficient knowledge of labor laws including FMLA, ADA, Title VII and local laws required
  • HR certification or graduate degree a plus
113

Citibusiness Relationship Manager Resume Examples & Samples

  • Establish an effective mechanism to generate SME market intelligence from field sales force
  • Achieve SME sales target by sector, segment and product
  • Maintaining SME customer contact and leads
  • Establish effective mechanism for providing promotion, direct mail, telesales and sales training for both sales team and their customers
  • Have 5 – 8 year experience in effectively personal of customer focused in SME Banking products
  • Good understanding of maintaining customer contact and leads
  • Strong leadership, results oriented, hard working, highly motivated and ability to work under pressure
114

VP of Operations / Relationship Manager Resume Examples & Samples

  • Establish, maintain and support robust client relationships with key accounts for business, meeting regularly with principals locally and at group level to drive client satisfaction and retention
  • Design outreach strategies with key stakeholders and association to position business well against competitors
  • Develop and report on metrics to manage performance of account management staff to drive business success. Inspect performance by participating on side by side visits with account managers as well as participate on service calls
  • Participate on senior team overcoming obstacles, helping craft strategies for business success and representing the vision to all associates through townhall and group meetings
  • Lead regional team of 30 associates with direct reporting relationship with CVR Directors of Operations, CVR State Managers and, Inventory Manager. Drive results through influence and direct responsibility for delivering annual revenue, install and loss plans to ensure CVR achieves annual business objectives as submitted to corporate. Set expectations and manages direct reports to ensure prioritization of key initiatives and business practices that result in maximum utilization of CVR products and services; quality installs completed within 90 days of roll call; regular tracking of transactional data to drive positive reconciliations and increased revenue; inspection of Implementation Consultants' activities to ensure that goals are met and client relationships are cultivated to drive loyalty
  • Hire, train, and coaches Directors/Managers and Account Executives
  • Interface with R&D, Client Services on all new product or client-related topics to keep CVR functionality competitive and of high value to the marketplace
  • Collaborates with key stakeholders to standardize business processes and procedures across CVR
  • Only local Southern California candidates will be considered
  • Up to 50% local and overnight travel required
  • Bachelor's degree in Business Administration, Finance or Marketing
  • 12 years minimum experience leading large regional teams in auto retail industry
  • Extensive experience as a Relationship Manager with demonstrated ability to influence decisions of Executives, Government Officials and Dealer Association leadership
  • Critical Skills
  • Must be able to develop and test business hypotheses in order to continuously improve the business. Must also be able to make fact-based decisions using available data
  • Must demonstrate strong leadership skills and presents internally and externally
  • Must have a competitive, "Can do" attitude with a strong desire to succeed
  • Strong people skills with the ability to build critical long lasting relationships
  • Must not only develop talent of direct reports but also ensure that similar actions are taken downstream in the organization
  • Must be able to deliver effective business updates/presentations, effectively communicate and motivate external clients, associates, business partners and executives at all levels of the organization
  • Leadership Characteristics
  • Visionary with strategic mindset - seeks out new and missed opportunities
  • Highly intelligent, with outstanding communications skills to influence internal and external customers
  • Leadership ability to build and lead a strong team that can achieve the highest standards of performance
  • Results-oriented; high sense of urgency and energy
  • Executive presence, with strong functional expertise
  • Creative yet analytical - uses data to support and drive recommendations
115

Senior International Relationship Manager Resume Examples & Samples

  • Customer Focus – Level D - Champions the development and delivery of initiatives to deliver outstanding customer service and improve customer advocacy
  • Proactively leads research into external markets and competitors to identify and share ways to differentiate and deliver value to our customers in line with HSBC strategy
  • Promotes the most appropriate and sustainable solution for our customers even when this may not be the most profitable short term solution for HSBC
  • Deepens customer insight by gathering information from many sources and uses it to shape HSBC’s approach to our customers
  • Understanding Markets and Customers – Level C - Knows and understands the local and/or international financial services industry in commercial, socio-economic and political terms
  • Analyses and interprets the changing external regulatory framework for their business segment
  • Analyses, understands, interprets and communicates what is happening in the marketplace across their customers and business segments
  • Uses their knowledge of their customers and the marketplace to achieve their targets and HSBC's goals and help others do the same
116

Relationship Business Development Officer Commercial Mortgage Broker Resume Examples & Samples

  • Position requires a minimum of five years loan production experience or equivalent experience underwriting for and placing loans with institutional investors
  • Knowledge of basic real estate law and/or contracts is desirable
  • Individual must be hard-working, self-motivated and have excellent sales and communication skills
117

Midstream Relationship Manager Resume Examples & Samples

  • Bachelor's degree in Business Administration, Finance, or equivalent
  • Minimum 5 years of banking experience with a minimum of 3 years in the Midstream/Upstream Energy sector in a major bank active in Energy Banking
  • Excellent sales, negotiation and presentation skills Total Years of Experience: 5-6+
118

Mesd Relationship Mgmt-performance Manager Resume Examples & Samples

  • Proven ability to understand drivers of business growth and promote process, platform and associate behavior changes to improve
  • Proven track record in building relationships and influencing decisions and partnerships
  • Strong presentation and communication skills to convey ideas clearly to all levels – executive to frontlines
  • Ability to develop and implement both business initiative and segment performance-level plans
  • Strong analytical ability, with the experience leveraging analytics to measure performance
  • External sales and relationship management experience a plus
  • Strong experience with relationship management across business partners and clients
  • Experience with high net worth or active trader client management
  • Experience working with analytics and reporting development
  • Brokerage experience
119

Citibank Berhad Kl-commercial Cards Relationship Manager Resume Examples & Samples

  • Minimum 1 year sales experience in the financial services industry
  • Creative, proactive, and self-monitoring
  • Ability to partner and influence
120

Middle Market Relationship Manager Resume Examples & Samples

  • Minimum 5 years commercial lending experience
  • Minimum 3 years financial sales experience
  • Minimum 3 years managing a portfolio of clients
  • Successful completion of a Commercial Credit Training Program
  • Successful track record of bringing in new business Total Years of Experience: 5-6+
121

Middle Market Relationship Manager Resume Examples & Samples

  • Cultivating new business relationships
  • Negotiate and structure complex commercial loans
  • Minimum 7 years commercial lending experience
  • Successful track record of bringing in new business
122

Senior Enterprise Relationship Manager Resume Examples & Samples

  • The successful candidate will have extensive previous experience in Enterprise Vendor Management, as well as IT Asset Management
  • Understand and apply the fundamental principles and accountabilities of the Procurement Methodology and Effective Vendor Management Framework (EVMF)
  • Demonstrate resilience under pressure
  • Possess excellent influencing abilities
  • Demonstrate the confidence to provide impartial oversight, and highlight potential risks associated with agreements
  • Have excellent problem-solving and consensus-building skills
  • Possess superior organizational, priority-setting and multi-tasking skills
  • Have a proven ability to build high performance teams
  • Have the ability to remain flexible with shifting priorities, but also focused on achieving results
  • Have excellent verbal and written communication skills; as well as superior presentation skills
  • Have a strong customer service orientation and a professional approach; ability to interact and communicate effectively with all levels within the organization
  • Demonstrates knowledge of Business Requirements, KPIs, Financial Management, Risk Asssessment
123

Relationship Manager Team Lead Diners Premium Service Resume Examples & Samples

  • Lead your team to be responsible for the provision of a high quality Customer Relationship Manager and sales across a range of Citibank products and services
  • Develop a culture of relationship management within the DPST ensuring full ownership and communication of every service issue
  • Build strong working partnerships with the various Strategic Relationship Managers to ensure effective solutions and aligned service deliverables
  • Develop and maintain strong relationships with key Diners customers including Admin Managers, Senior Leaders and high value customers
  • Build confidence in the DPST to both internal and external customers through the delivery of first class customer service
  • Set high expectations of desired behaviours for yourself and your team and role model these in the way you conduct your business
  • Create a coaching and mentoring environment by ensuring a structured and proactive approach to team member development each month
  • Identify individual talent and retain within the business by identifying career development and learning experience opportunities
  • Recruit new team members who possess the skills to fit within the current business needs
  • Engage the team in the strategic direction of Citibank, so they may actively participate in achieving the business objectives
  • Respond to issues highlighted by your teams’ feedback and work to create a positive, effective and inclusive customer service and sales culture
  • Contribute to personal and public image by compliance with all relevant policies, practices and regulations in an effective and responsible manner
  • Strong relationship management and problem solving skills
  • Strong coaching and developing skills
  • A natural flair for leadership
  • The ability to use your initiative and work under minimum instruction
  • Well developed interpersonal skills
  • Well developed logistical, problem solving and decision making skills
  • A strong orientation toward process – following, understanding and enhancing end to end process
  • Advanced interpretation and analysis skills
  • The ability to apply relevant commercial judgement to business decisions
124

Relationship Development Specialist Resume Examples & Samples

  • Relationship/Portfolio Manager to Client Servicing Group
  • Support relationship with service group ensuring they provide accurate information in the market with respect to products and credit that is in agreement with BMO policies and procedures and Investment & Dealer Direct process
  • Proactively share information, keep each other informed on client insights and leads, and provide updates (as appropriate)
125

Insurance Relationship Manager Resume Examples & Samples

  • Maintain master renewal calendar for all insurance programs belonging to Asset Management for the Americas, Europe, and Japan Regions and Portfolio Companies
  • Work with Asset Management and Portfolio Companies to create coverage specifications for renewal policies
  • Supervise the Company’s insurance brokerage firms regarding timing and execution of deliverables including but not limited to the issuance of quotes, binders, and policies; the furnishing of certificates of insurance and Auto ID cards; the reporting of claims; and the review of contracts
  • Prepare underwriting submissions on renewals by completing insurance applications; by supplying data regarding values, exposures, and COPE information to the Insurance Marketing Specialist; and by compiling supporting documentation including but not limited to statement of values, loss statements, financial statements, payroll reports, drivers lists, and flood certificates
  • Respond to inquiries posed by underwriters in connection with submissions in cooperation with the Insurance Marketing Specialist
  • Organize underwriting meetings and create agenda based on marketing strategies arrived upon through discussions with the Senior Vice President and the Broker
  • Review all insurance policies after binding for accuracy and where applicable, fulfill subjectivities on selected insurance policies
  • Fulfilling insurance requirements under financing arrangements set forth by facility/lending agreements by submitting appropriate evidence of insurance to lenders and their consultants
  • Work with Senior Vice President to prepare Requests for Proposal requested by Asset Management, Portfolio Companies, or Corporate Services
  • Any other duties and special projects as required
  • Strong problem solving skills with the ability to analyze and explain complex data through written and verbal presentations
  • Excellent written and verbal communication skills with the ability to interact professionally with colleagues and service providers in a global setting
  • Knowledge of coverage under commonly used property and casualty and executive liability commercial insurance policies including but not limited to an understanding of limits, deductibles, insuring agreements, exclusions, conditions, and endorsements customarily found in connection with such policies
  • Flexibility to complete assignments requiring collaboration with individuals located in different time zones across the world
  • Ability to work independently by paying attention to detail, prioritizing work and managing time in a deadline-driven environment; and
  • Dedication to working in a team environment where transparency and collaboration are highly valued
  • Completion of or commencement of coursework towards a graduate degree in business, risk management, insurance, law, or accounting/finance
  • Completion of or commencement of coursework towards certification for CPCU, CIC, CRM or other equivalent designation
  • 5+ years of work experience performing insurance transactions in a professional capacity either for an insurance brokerage firm servicing large and/or risk management clients with international operations or for the risk management department of a multinational company
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
126

Relationship Resume Examples & Samples

  • 9) Assists the Relationship Manager with the documentation requirements for each client. Monitor and clear critical and aged document exceptions
  • 11) Actively manage and minimize overdue Accounts Receivable balances
  • 12) Provide timely notification of client market opening requests to the Enterprise Market Opening Team. Track timely opening and escalate delays
127

Citigold Relationship Manager Resume Examples & Samples

  • Graduate, preferably in business finance or related discipline
  • Preferably 2 years experience in the banking industry in the role of Relationship Manager or Personal Banker
  • Preferably with portfolio management role in a financial institution
  • Age 27 to 35 years
  • Strong team player with good communication skills
  • Adaptable, able to work independently and initiative driven
  • Motivated and highly driven to succeed
128

MYS Bhd-citibanking Relationship Manager Resume Examples & Samples

  • Display high energy to perform as an individual contributor and yet be a strong team player
  • Grow existing relationship AUM’s and ability to acquire new clients using Citi’s differentiated offerings
  • Ability to leverage on Citi’s Global Research and keeps self & clients fully updated with Citi views on local & global financial trends
  • Passion to perform, understand client needs and provide solutions
  • Protecting the franchise and clients by displaying the highest standards of integrity and respect for rules & regulations
  • At least 5 years of banking or financial relationship management experience
129

Gsg-relationship Manager Resume Examples & Samples

  • Manage a portfolio of accounts covering companies in Airline & Shipping, Engineering, Auto & Consumer durables sector across platinum, gold & silver client segments
  • Grow the Bank's revenue base in Mumbai through new customer acquisition and deepening existing customer relationships
  • Understand Industry trends, local obligor outlook and parent obligor outlook. Apply established policies and guidelines to complete periodic credit reviews. Ensure that appropriate credit and documentation standards are maintained
  • Proactively identify opportunities to structure innovative solutions and cross-sell the full range of products tailored to customer needs and requirements, increasing share of wallet
  • Work with product partners (CTS, FICC & CMO) to structure and sell solutions across the product universe
130

Relationship Manager, Corporate Accounts Resume Examples & Samples

  • Build solid & diverse relationships with key customers within the portfolio
  • Create and execute on Account Plans for key accounts
  • Become an expert in Payments, acting as an advisor to clients ensuring they are kept abreast of what is happening in the industry
  • Show a deep understanding of customer's needs; provide advice and present relevant opportunities
  • Manage account attrition to meet business goals
  • Develop new revenue opportunities: Discover; Account Growth; Point to Point Encryption; Express Pay
131

Builder Relationship Manager Resume Examples & Samples

  • Lead contact for establishing and maintaining internal relationships with Corporate Finance – Real Estate and the New Branch Strategy Team to aid in the alignment of the Builder Program strategy
  • Assigned to be the primary Builder contact/relationship manager for key national Builder relationships
  • Act as a SME to support the ingestion of Mortgage Loan Program applications (MLP) through the approval, onboarding and set up process as needed
  • Act as a SME and deliver Builder Program learning workshops to internal partners to improve awareness and adoption of the Builder Program Policy and Procedures
  • Identify and advise the Builder Program Office Senior Manager of industry/market developments which may impact the Builder program
  • Key participant in development, implementation, and maintenance of processes and procedures
  • Support the development and/or implementation of clear goals and accountabilities for the Builder Program Office, including performance metrics and service standards, and ensure service levels are monitored and maintained or improved
  • Provide excellent customer service to our internal and external customers
  • Escalate any issues of concerns as it affects risk, reputation, or financial outcomes to SSGPO
  • Operates in a multiple working relationship/partnership environment
  • Maintain the confidentiality of both the customer and bank information in accordance with Policies and Procedures
  • Act in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements and Privacy Act provisions in accordance with Bank Policies and Procedures
  • Follow security and safeguarding procedures in accordance with Policies and Procedures for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation
  • Post-secondary education or equivalent experience
  • Knowledge of the Builder and Home Financing markets
  • In depth knowledge of standard business applications (MS Word, MS Excel, MS Access)
  • Proficient in the use of BMO systems and applications (CFS, CCAPS, Office Connect, Sales Force)
  • Proven excellent customer service skills
  • Ability to manage multiple tasks and prioritize within a changing environment
  • Quick learner, well organized and efficient
  • Accept and successfully execute change
  • Bilingual – French and English (oral and written) considered an asset
  • High level of integrity and accountability
  • In depth relationship management skills
132

Relationship Manager Financial Capabilities & Small Business Resume Examples & Samples

  • Grant Portfolio: Develop and implement a grantmaking strategy aligned with the philanthropic goals and objectives of the Foundation and rooted in local context and conditions. Develop and implement business plans for the respective markets; draft grant-write-ups, periodic program reports and briefing papers for internal and external stakeholders; and present strong proposals to internal Contributions Committees
  • Grantee Relations/Technical Assistance: Identify potential not-for-profit partners and projects that are consistent with the goals of the Foundation and strategic pillars. Provide counsel to organizations invited to develop proposals. Review proposals, and determine which ones will be further developed and recommended for funding. Provide primary program support for the maintenance of active grants including regular communications and problem solving with not-for-profits and consultants, report review, analysis and feedback. Maintain an open, ongoing relationship with community leadership
  • Collaborative Team Planning: Participate in Foundation meetings to review grant recommendations, provide updates on grantee progress, determine technical assistance needs of grantees, plan convening, evaluation and communications activities, and share and reflect on experiences in the field and related program activity
  • Cross-Firm Integration: Develop and maintain effective relationships with local line-of-business leaders; communicate firm’s philanthropic strategy to multiple internal constituencies; provide local leadership team with frequent updates about portfolio partners and community priorities; coordinate local firm leadership involvement in local, state, and regional events; work closely with media relations and other corporate responsibility team internal partners to maximize coverage, identify opportunities for leverage and participation in events
  • Fiscal Oversight: Monitor grants budgets and grantee expenditures, as well as organizational budgets, as appropriate. Recommend for approval any deviations from approved plans and budgets, and ensure that such changes are documented
  • Industry Knowledge: Familiarity with the financial services industry and JPMorgan Chase products and services offered in the market. Knowledge of Community Reinvestment Act and other applicable regulations
  • Desire to continually seek information and look for new approaches to processes and practices
  • Welcomes feedback as a means to personal and professional growth
133

Suvidha Relationship Manager Resume Examples & Samples

  • Delivery of revenue across products especially investment and insurance
  • Evolving and implementing a client relationship plan to improve the client relationships with the bank and increase share of wallet
  • Drive cross-sell initiatives across the bank products
  • Should have understanding of relationship management and sales
134

Relationship Operations Analyst Resume Examples & Samples

  • Five to eight years of experience in operations/technology project management activities
  • Thorough knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
  • Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders
  • Advanced understanding of project management and testing methodology and procedures
  • Ability to develop test schedules, review testing plans, track test issues and report on test results
  • Strong analytical and forecasting skills
  • Ability to manage multiple tasks/projects and deadlines simultaneously with limited supervision
  • Ability to work as a team leader
  • Excellent verbal and written presentation and communication skills
  • Excellent computer skills, especially Microsoft Office applications
135

Deposits / Payments Relationship Manager Resume Examples & Samples

  • 10 or more years of experience in commercial deposit management
  • Four or more years of management/supervisory experience
  • Extensive relationship management and business development/sales skills
  • Superior knowledge of deposit products and treasury management services
  • Thorough knowledge of commercial credit and credit quality
  • Advanced knowledge of bank products and services
  • Ability to work effectively with individuals and groups across the company to manage customer relationships
  • Excellent presentation, verbal and written communications skills
136

Deposits / Payments Relationship Manager Resume Examples & Samples

  • Seven to ten years of experience in commercial deposit management
  • Three or more years of management/supervisory experience
  • Considerable knowledge of deposit products and treasury management services
137

Relationship Manager NRI Resume Examples & Samples

  • Timely resolution of Customer queries
  • Greet & Meet branch walk-in clients
  • Manage & co-ordinate exceptional processing activity with BEO units
  • Achieve all goals (client upgrade and servicing) are met consistently
  • Exhibit strong interpersonal skills and be a good team player
  • Actively participate in client events
  • At least 2-3 years' experience in the Investment and Wealth Management business either on sales or service
  • Ability to work under pressure and meet deadlines
  • Computer skills
  • MBA or Business Degree holder with at least 2-3 years' experience in the Investment and Wealth Management business
138

Relationship Manager, Employee Giving Resume Examples & Samples

  • Build awareness and support of employee charitable giving and involvement as a key component of BMO’s culture and an element of BMO’s community relations strategy
  • Champion the cultural shift to a best practice, leadership-led employee giving model that aligns with BMO’s philanthropic objectives and strategies
  • Represent BMO’s charitable giving program to outside organizations and internal stakeholders with professionalism, courtesy and integrity
  • Develop and maintain productive and professional relationships with internal stakeholders and external organizations, suppliers and colleagues
  • Liaise with and support the Business Head with regard to campaign strategies and activities
  • Primary liaison for respective LOB/Group leadership team, supporting group/regional campaign planning, communications and execution
  • Recommend opportunities to senior executives to enhance their community profile – through speaking, presentation, and participation activities, as applicable
  • Within the enterprise employee giving framework, liaise with Business executives and/or designate to set campaign targets
  • Establish and maintain a network of Business/regional charitable giving champions that will locally drive and execute a range of campaign activities
  • Project Management – Campaign Event Planning and Execution
  • Using the enterprise campaign plan as a base, customize and execute a best practice campaign plan for the Business during the year that ensures desired fundraising goals and employee participation are realized to their potential
  • Build visibility and fully leverage campaign events and activities across the Business in order to achieve campaign targets
  • Develop and manage agenda and logistical details of events of all types, including managing timelines and production of customized materials
  • Maintain and manage event calendars across the Business and provide input into overall event calendar
  • Assist in the development and delivery of customized training materials for campaign volunteers across the Business
  • Oversee day-to-day management of client communication (including briefing materials), program execution (including timelines and templates) encompassing content development and production of all collateral materials customized for Business
  • Using the enterprise Employee Giving framework, assist Business Chair of Employee Giving Campaign (Senior BMO Executive) in development of assessment tools and, in conjunction with enterprise campaign, use feedback and surveys as research to improve effectiveness of annual campaign
  • Monitor and communicate employee charitable giving engagement activities across the Business to provide metrics for analysis of campaign and related activities and to support tracking of Enterprise data for the Corporate Responsibility Report
  • Lead the design and implementation of one or more enterprise initiatives per year
  • Description and scope of initiatives will vary based on annual needs – initiatives to be documented and added to HR file or PPA as required
  • Prepare, manage and track budgets related to specific identified events and other Business-specific campaign elements, as required
  • 5 – 7 years work experience in event management or communications
  • 5 – 7 years work experience as a relationship manager in a corporate environment
  • Experience in a financial institution is a strong asset
  • Experience managing and delivery campaigns is required
  • Broad knowledge of the respective LOB/Group Headquarters and line organizations
  • Proven experience in providing direct support to senior executives in the areas of planning, project management and communications
  • University degree in Marketing, Business, Communications or related field (preferred)
  • Exposure to various elements of the marketing mix (advertising, public relations, media relations ) considered an asset
  • High degree of influence and impact that relies on sound judgment and persuasion to drive results
  • Proven ability to work effectively with senior executives
  • Strong written and verbal communication and interpersonal skills
  • Creative problem solver with ability to thrive in a fast paced and dynamic environment
  • Ability to work independently and carry a highly visible project through to completion while juggling multiple projects
  • Proven leader who is a self starter and proactive with organizational savvy
  • Well developed and proven project management skills; strong organizational and time management skills as well as ability to effectively execute
  • Highly confident and ability to be assertive when circumstances require
  • Flexibility and ability to work in ambiguity and under pressure
  • Must be able to work closely as a member of a small team within department and be able to work with executives across the LOB/Group
  • Must be able to work at all levels of the organization from administrative assistants to senior executives as well as with external vendors as necessary
  • Strong proficiency in Excel, Power Point, Word, Adobe Acrobat
  • Bilingual (French/English) considered an asset
139

CAW Relationship Manager Resume Examples & Samples

  • Must have 2-4 years of relevant marketing/sales experiance, preferably in financial industry
  • Possess minimum S1 degree from a reputable university
  • Experienced in leading sales team
  • Possess excellent interpersonal skills and good presentation skills
  • Good in verbal and written English
  • Has strong passion in sales/marketing and highly self-motivated in handling pressure to achieve the target
  • Added value if candidate has broad networking with big companies
140

Uhnw Relationship Strategist Resume Examples & Samples

  • Bachelor’s degree with JD and/or other Wealth Management related professional designations beneficial but not required
  • Six or more years of experience in relationship management of ultra high net worth clients in the employ of a diversified financial services provider in the financial services industry and/or a single or multi-family office
  • Must have excellent interpersonal communication, writing, and group presentation skills
  • Solid working knowledge of client contact and relationship management systems and technology
  • Demonstrated ability to participate and seek involvement in local community, business, non-profit and civic organizations
141

Ultra High Net Worth Market Relationship Strategy Director Resume Examples & Samples

  • Bachelor’s degree required, with JD and/or other Wealth Management related professional designations beneficial
  • Ten plus years in asset management, trust and financial service sales/client service to the ultra high net worth market, with at least two years of management experience
  • Proven business development skills
  • Demonstrated high level of communication skills--must communicate successfully with employees, management, valued customers and prospects, and prominent sources of influence
  • Proven track record of problem solving and team building
  • Proven leadership and management skills
  • Possess a demonstrated high level of networking, negotiation, business acumen and functional expertise
  • Ability to establish and build effective network and external referral sources
142

Corporate Relationship Manager Resume Examples & Samples

  • Employ advanced knowledge of key global industry players, competitors and dynamics
  • Develop and leverage strong business and professional relationships with strategic suppliers and industry players
  • Proficiently manage and measure suppliers for continuous performance improvement
  • Effectively utilize program and project management tools and techniques
  • Effectively manage multiple competing projects and deadlines
  • Efficiently solve problems and make decisions for primary and strategic execution and tactical issues within the relevant portfolio of projects and or processes
  • Provide oversight, guidance and drives execution of project plans
  • Leading cross functional teams (5 years)
  • Strategic sourcing experience (8 years)
  • Analytical: Advanced analytical skills
  • Procurement: Advanced knowledge of global market analysis, macro-economic drivers, sourcing category strategy, supplier relationship management ‘should-cost’ models, and multi-year negotiation strategies, supplier continuous improvement programs/Lean Initiatives
  • Legal: Knowledge of critical procurement legal requirements and contracting best practices
  • Ethics: Knowledge of business ethics and Starbucks Ethical Sourcing Requirements Influence: Ability to influence at an Executive Level both internally and externally. Ability to lead and influence peer groups both internally and externally
  • Communication: Exceptional communication both written and oral
  • Systems: Knowledge of Excel, Oracle, BI Apps, charting programs, PowerPoint, and others
143

SME Relationship Manager Resume Examples & Samples

  • Customer acquisition, activation, x-sell, revenue and returns maximization
  • Prepare credit packages, work closely with Credit team for approvals. Deliver Annual Review packages for current credit customers
  • Acquire new customers through referals of current customers, and through marketing activities. Maintain a pipeline of new deals
  • Initiate and participate in micro-marketing activities for your area to support customer retention and acquisition
144

Relationship & Business Development Managers Resume Examples & Samples

  • Previous experience in a Business or Corporate Banking environment
  • Excellent communication skills
  • Leadership qualities, positively influencing the team with your energetic and proactive attitude
145

Automotive Commercial Account Relationship Manager Resume Examples & Samples

  • Financial Analysis - the ability to interpret and understand Financial Statements
  • Portfolio Management
  • Previous Commercial Banking experience
  • Must have proven track record in sales and business development and exceptional client
  • Previous Credit Experience is considered an asset
  • Sales and financial advice skills
  • New client acquisition skills
  • Industry and product knowledge
  • Relationship building skills
146

VP Premier Relationship Adv PCS Resume Examples & Samples

  • Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources
  • Bachelor’s degree in Business, Finance, related field or equivalent experience
  • Series 7, 63, 65 or 66 (in lieu of 63 and 65) and appropriate state licenses (life and health insurance)
  • Certified Financial Planner preferred
  • Proven client focus and influencing skills
  • Proven networking and portfolio management skills
  • Understanding of banking client segment and products and services
147

CCB Relationship Manager Resume Examples & Samples

  • Identify opportunities to cross-sell the range of Cash, Trade, Treasury and Capital Markets products offered by the bank
  • Acquire borrowing and non-borrowing customers with lending propositions in the areas of trade finance, working capital loans, treasury hedging solutions and cash management
  • Perform annual reviews for his/ her allocated portfolio of customers
  • Ability to balance priorities between delivering sales targets and KYC/AML/credit requirements of the franchise
148

Relationship Marketing Director BB Resume Examples & Samples

  • Develop strong and strategically centered working relationships with Executive and Senior leadership, in order to develop and implement effective annual marketing plans and budgets for B2B Lines of business that directly support their long term strategic objectives and annual sales goals
  • Manage marketing activities in the daily execution of marketing programs/campaigns; direct marketing initiatives, and other go-to-market strategies
  • Working with key partners, develop clear and actionable plans to establish and promote the Associated Bank brand related to the specific lines of businesses supported, leveraging the brand as a means for raising awareness of the LOBs value proposition and competitive differentiation across all markets
  • Working with key partners, facilitate and oversee the analysis of the customer/client and prospect universe in order to provide strategic insight and market opportunities for the lines of business
  • Identifying and targeting optimal prospects and customers
  • Develop advertising promotions that deliver against financial and production expectations
  • Develop direct response and calling programs to capitalize on identified opportunities
  • Utilize market research to inform lines of business as to customer priorities and market opportunities
  • Develop and execute the marketing strategy for positioning Associated effectively within all key markets and business decision makers. Coordinate with key decision makers including regional, product line, business line, operations, and technology and front line sales
  • Responsible for attracting, hiring, training and developing talent. Provides clear, motivating and constructive feedback. Helps colleagues identify and prioritize development objectives through competency models and annual goals. Is responsible for handling conflicts, employee relations and performance appraisals to include setting meaningful goals and objectives and other human resource related activities
  • Identify key opportunity segments within the lines of business and develop strategies and programs to capitalize on them. Ensure channel message integrity for all lines of business, ensuring continuity of message and focus
  • 10-12 years Market research experience in the B2C or B2B space. Either within a mid-tier financial services company or equivalent marketing experience in a related industry (Consumer Products, Services or Marketing). Managerial experience in attracting, developing and retaining talented individuals. Required
  • 10-12 years Combination of actual B2B facing line experience in relevant customer segments and exposure to various aspects of Marketing research including traditional advertisement, product management, events/sponsorships and campaign execution. Preferred
149

Corporate Relationship Manager Resume Examples & Samples

  • Directs the management of all account relationships within an assigned portfolio, typically through both face-to-face and non-face to face communication channels, written and verbal. This includes negotiating contracts needed to meet retention and consulting goals. Management of assigned portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results
  • Develops and implements educational programs designed to improve client's transaction processing performance
  • Works with internal departments to ensure a high level of support for the client. Examples include resolving software, hardware, and policy problems
  • Bachelors degree in business administration, accounting, marketing or other related fields
  • Typically will have two to four years of experience within account management, sales or contract negotiations
  • Experience working face to face with C-level executives, whether in a selling or account management type role
150

Sales & Relationship Admin Assistant Resume Examples & Samples

  • Support of EMEA CBD Sales Representatives and Relationship Managers, including when out-of-office, as and when required
  • Produce, update/amend Fee Proposals,RFPs
  • Locate/compile historic fee proposals
  • Ensure consistency across fee proposal in both wording and pricing liaising with Sales Reps, RMs, BMs,Product/Pricing, Listing etc
  • Input/update bid opportunities, callreports, sales activity into ENGAGE
  • Run various other reports via ENGAGE,to capture pipeline, mandates, losses, call reports/sales activity
  • Monitor data validity in ENGAGE, and inform Sales Reps/RMs of any anomalies/outdated opportunities
  • Produce monthly/quarterly financial reports for EMEA and CBD Management
  • KYC liaise between Sales Reps/RMs and KYC to ensure deals are being processed, necessary information is being provided by clients, and admin is minimalized for Sales Reps/RMs
  • Input/update opportunities inRightStart as directed by Sales Rep/RM, when provided with necessary information to do so
  • Monitor, update and input opportunities on Deal Onboarding Solution system (in place of RightStart)
  • Monitor and run global commission tracking (GCT) system, processing Sales Representatives quarterly commission,and working with Finance and U.S. CBD to ensure this is completed in an accurate and timely manner
  • Data consolidation of FiRRe/work with Poole for outstanding billing issues
  • Monitor EMEA CBD Proposals email inbox sharing/collating information as requested
  • Assist with production of marketing materials, pitch books, one-pagers - working with CBD and Marketing
  • Compile client and competitor research,as and when required
  • Be fully versed in the coverage model, and forward emails/calls/opportunities to relevant internal contacts
  • Attend internal meetings,conferences, calls, presentations, events, as and when required
  • Attend weekly ATC meeting, sharing any critical/pertinent CBD updates
  • Weekly calls with U.S. CBD/Support ensure consistency with other regions in regards to fee proposals, Engage, RightStart/DOS,GCT etc
  • Miscellaneous duties as they arise,e.g. user updates for ENGAGE, RightStart/DOS, Outlook, GCT + Audit reports,compliance, systems testing
  • Good knowledge of core Corporate Trust products
  • Ability to prioritise under pressure
  • Comfortable working with MS Word, Excel, PowerPoint and Outlook
  • Proactive, organised, flexible,composed
  • Interest in exposure to/working alongside different clients, partners, regional markets, other BNYM LoBs, senior management etc
  • Interest in learning about new products/financial regulations
151

Business Bank Customer Relationship Representative Resume Examples & Samples

  • Excellent organizational skills to expedite the flow of work to appropriate staff members, and build relationships within the team and partner departments
  • Good judgment and the ability to handle and maintain confidential client information
  • Ability to manage multiple tasks simultaneously and prioritize requests appropriately
  • Three or more years of experience in a relevant position. Additional experience may be required for specialty segment CRRs (i.e., SBA lending knowledge)
152

Suvidha Relationship Manager Resume Examples & Samples

  • Ensuring adherence to operating, legal & regulatory standards as applicable to the business
  • Self-starter and should have understanding of relationship management and sales
  • Strong team management and communication skills
  • Sales experience and knowledge (preferably) of liabilities and wealth management
153

Specialist, Partner Relationship Office Resume Examples & Samples

  • Be familiar with Definitive Agreements and plan the work accordingly
  • Coordinate time between shareholders and propose annual meeting calendar; Make documents collection calendar and facilitate a punctual submission of the relevant documents
  • Propose resolution topics for the Board Meeting, encourage an active communication between shareholders for the topics; Draft resolution coversheets for the Board Meeting; Understand the background of the resolutions, track the discussions and transmit the opinions between shareholders
  • Collect and consolidate Board Meeting Updates; Draft meeting agenda and issue meeting notification; Compile and distribute Board materials
  • Provide administrative support for the Board Meeting, including meeting venue selection and settlement, meals arrangement, guest reception, equipment adjustment, meeting notes taking, etc
  • Draft meeting minutes in both Chinese and English and list the follow-up actions of each meeting
  • Make the agenda, collect Monthly Update and draft meeting minutes for the Standing Committee Meeting
  • Liaise with business partners and government authorities, schedule meetings among the parties; Collect, consolidate and escalate topics for the multi-party meetings, draft meeting agenda and meeting minutes
  • Set up and maintain an effective filing system
  • Establish communication channel and co-working mechanism with business partners, and other stakeholders
  • Organize sports & recreational activities for Union members and assist in union sports & recreational clubs management
  • Develop plans for Union discount program and negotiate with external vendors to deliver programs that offer Union members unique advantage to pricing, programs and products from companies in Shanghai
  • Complete some works for the Party Organization
  • Good planning, organizing and coordination skills
  • Strong written skill and communication skill in both English and Chinese
  • Mature, credible and strong interpersonal skills
  • Strong skill in solving problems
  • Quick learner and be able to get familiar with the Definitive Agreements and other documents in a short period of time
  • Good contract spirit and strict working attitude
  • Be good at taking notes and making meeting minutes
  • Good sense of logic and be able to seize key issues and focus on priorities
  • Good sense of responsibilities and can accomplish tasks by strictly following timeline
  • Good event planning and organizing skills
  • Good team spirit and be good at team work
  • Smart and proactive
  • Be able to work under pressure
154

Suvidha Relationship Manager Resume Examples & Samples

  • Evolving and implementing a client relationship plan to improve the client relationship with the bank and increase share of wallet
  • RCSA, KYC reviews and transaction monitoring
  • Experience: 2 years
155

Relationship Global Investment Relations Resume Examples & Samples

  • Engineered Equity (Northern Trust Asset Management’s Factor Based Equity Strategies)
  • Defined Contribution Solutions including the NT Target Date Funds
  • Multi Manager Solutions including OCIO
  • Strong communication skills with the ability to network across multiple teams and business units at Northern Trust
  • Well networked within the consultant relations community
  • Significant understanding of investment concepts with the ability to represent a broad range of investment capabilities delivered through traditional and alternative asset classes
  • 10+ years of related institutional consultant relations, sales or relationship management experience
156

Public Finance Relationship Mg-avp Resume Examples & Samples

  • Bond and note transaction management, including quantitative and credit analysis, review of offering documents and oversight of bond pricing
  • Calls on existing relationships to review needs and makes recommendations as needed
  • Responsible for evaluating and structuring financing alternatives for projects and making presentations to clients
  • Works on teams to maintain and manage accounts and relationships for new and existing clients
  • Assists in researching and developing new client leads
  • Performs client consulting work, including preparation of debt policies, evaluation of debt affordability and development of financing plans
  • Responds to request for proposals for financial advisory services
  • May supervise and train analytical staff
  • Overnight travel is required on occasion. Other duties as assigned
  • Typically requires a Bachelors degree and 2+ plus years of directly related experience or a graduate degree in finance or public policy
  • Full use and application of standard finance and economic principles, theories, concepts, and techniques
  • Working knowledge of public finance, an understanding of local government operations and issues and structuring of taxable and tax-exempt debt issues
  • Requires strong analytical, quantitative, verbal, written and interpersonal skills
157

New Relationship Development Manager Resume Examples & Samples

  • Minimum 5 years of experience in Sales and in establishing/ managing major financing programs
  • Solid leasing business fundamentals and Healthcare Industry knowledge
  • The ability to negotiate agreements with counterparts also at high seniority-levels
  • Project management experience with a special focus on implementing new projects and products
  • The ability to work effectively in cross functional and matrixed team environment
  • Analytic skills, strategic thinking and the ability to develop and engage around a vision
  • Self-organization skills: able to manage self and time to meet commitments
  • Fluency in both Italian and English
158

Citibank Berhad Kl Merchant Relationship Manager Resume Examples & Samples

  • Minimum diploma or a related discipline required
  • Bachelor’s degree in any disciplines would be preferred
  • Minimum of 3 - 4 years relevant experience in a financial/Tele-Communication, Insurance, IT industry or E-Commerce business
  • Good analytical skills and financial acumen including the ability to read and understand financial statements
  • Good interpersonal skills with the ability to sustain effective relations internally and externally at all levels
  • Leadership skills and Excellent Team Player
159

Marketing Manager Relationship Resume Examples & Samples

  • Create, execute, and measure marketing programmes to help our sales and support teams foster customer relationships to increase retention, revenue, and product adoption. Programmes to encompass email communications, online content, customer surveys, webinars, and events
  • Develop C-level lead generation and nurture campaigns
  • Develop service led campaigns to demonstrate the value of Fanatical Support to our high spend/high growth customer segments
  • Develop messaging and content for targeted vertical segments
  • Work with the product management team to ensure relevant product/solution messages are incorporated into marketing programmes
  • Responsible for developing customer forum and/or advocacy groups and establishing a cadence for meeting. These meetings will be a combination of face-to-face events and online webinars/forums
  • Understand the Rackspace customer lifecycle and develop campaigns for key touch points where can we improve their experience via marketing channels
  • Responsible for regularly communicating and educating the base about NPS to help increase response rates, and providing closed-loop feedback on how Rackspace is making improvements
  • Liaison between our sales and support teams on all customer loyalty/affinity marketing initiatives
  • Work with internal groups to manage customer surveys and provide insight and intelligence back into the business
160

Audit Relationship Manager Resume Examples & Samples

  • Work closely with the Audit Partner / Audit Manager to ensure that an appropriate assurance programme is devised and executed to provide objective and challenging risk based assurance on a range of risks including credit, market, treasury, finance and IT risk across the Group
  • Ensure that they have an in-depth understanding of the key priorities, risks and challenges facing the business units within their responsibility, as well as those for the Group overall
  • Lead the audit team in the execution of individual audit assignments, including the planning, audit testing/ fieldwork and reporting aspects of audit assignment process to provide objective and challenging risk based assurance in relation to key business risks
  • Support business units, where appropriate, in identifying the appropriate actions required to address and improve risk management practices and internal control frameworks
  • Develop and maintain effective relationships with senior management
  • Work with the wider Group Internal Audit (GIA) department to support the achievement of overall GIA objectives
161

Senior International Relationship Manager Resume Examples & Samples

  • Against an increasingly competitive backdrop, the segment seeks to grow Net Income, through the acquisition of quality new-to-bank international customers, the retention of quality customers and by improving the average return and profitability of the portfolio
  • International Relationship Managers will work closely with their customers to ensure HSBC is the ‘Leading International Bank’ by providing an exemplary needs-based relationship management service. The jobholder will also proactively look for new-to-bank high value international prospect customers, showing genuine conviction in the value that HSBC can bring to those customers. Relationship building with existing and prospect customers to advance sales opportunities locally and globally, achieved by working closely with relevant internal and external stakeholders
  • The jobholder will be a key member of the Commercial Banking team and will have a portfolio of growing and dynamic international businesses which will make a substantial contribution to the profits of the Area. In conjunction with management, the jobholder will be expected to impart their international knowledge to other members of the Commercial Banking team to ensure the creation and maintenance of an international business culture in the Area
162

Regional Acceptance Relationship Manager Resume Examples & Samples

  • Visit or call active dealers or prospects on a daily basis and document these activities in Salesforce.com
  • Assist, as requested, in decisioning applications submitted by dealerships. In addition, upload, document and complete stipulations as required by management
  • Assure asset quality and profitability of assigned dealers based on Regional Acceptance Corporation's loan criteria and policies
  • Communicate dealer portfolio performance trends with dealership management
  • Assist in resolving any dealer issues such as straw purchases, missing titles and missing options
  • Three years of industry-related experience
  • Excellent marketing and communication skills
  • Excellent problem-solving skills and analytical abilities
  • Excellent interpersonal skills to maintain strong relationships with dealers as well as associates
  • Strong sales and negotiation ability to close dealers on our program
  • Ability to work independently during times of limited supervision
  • Ability to work with minimum supervision
163

Middle Market Relationship Manager D Gf Resume Examples & Samples

  • Service customers seeking loan and/or deposit relationships with the bank. Interview applicants to develop information concerning their businesses and requirements, evaluate credit information and make relationship recommendations
  • Bachelor’s degree or in lieu of a bachelor’ degree, four year’s relevant work experience
  • Five or more years of commercial banking sales or related experience
  • Prior credit / underwriting experience
164

Kpb Relationship Assoc Resume Examples & Samples

  • Build and maintain client relationships
  • Leverage internal and external sales team to generate requests for account information, research and issue resolution
  • Identify opportunities to retain and expand relationships. Gather information from the client and consult with the Relationship Manager. Recommend product solutions, such as KIS, IM&T, financial planning, depository accounts, treasury management, loans, etc. Quote interest rates, when appropriate, providing necessary disclosures
  • Monitor reports and initiate client contact to request financial information, collateral reports, etc. in support of loan renewals and reviews
  • Generate reports, correspondence and relationship review materials for clients and their advisors
  • Resolve issues and follow up with clients and/or advisors to ensure satisfaction
  • Approve and/or process transactions, such as wire transfers, issuance of cashiers' checks, non- sufficient funds and overdrafts within established levels of authority
  • Will likely serve as the primary contact for some client relationships. Provide support to assigned Relationship Managers and their clients
  • Handle and resolve routine requests and refer appropriate matters to Relationship Manager
  • Generate new account documentation. Generate and/or coordinate the preparation of loan documents, ensuring that the terms and conditions are consistent with the terms and conditions of the loan approval. Able to interpret terms and conditions of the various loan documents, including the terms and conditions on unique and complex credit facilities
  • Initiate the CWA credit write- ups and complete basic client information, maturity dates, account information, etc. Ensure the completion of basic information prior to the Relationship Manager completing the narrative of the credit summary. Credit duties may be assigned across associates as needed
  • Organize and maintain credit files in a manner consistent with corporate and regulatory requirements. - Interpret reports and take action to maintain asset quality. Prevent and, when appropriate, resolve loan documentation exceptions. Follow- up to resolve loan delinquencies and/or under margin exposure. Collaborate with the Relationship Manager on complex or challenging situations. - Report significant account developments or concerns to the Relationship Manager
  • Ensure accurate and timely client information in the systems that generate reports and support sales and service activities. Ensure new accounts and services are set- up and properly coded
  • Provide general administrative support for assigned Relationship Manager(s)
  • Provide organizational support to RM and team in execution of the KPB Sales Process
  • Participate in special projects as requested. Actively participate in sales activities
  • Provide general and some specialized product and rate information to clients
  • Prepare and participate in the development of sales presentations and other materials for client meetings
  • Ensure complete and accurate documentation for new business (signature cards, corporate resolutions, account agreements, etc.)
  • Participate in sales initiative support projects, as required
  • May conduct independent client calls and/or participate on joint sales calls with Relationship Manager(s). Operational and Compliance activities
  • Complete role specific coursework outlined in My Learning Center learning plans and within the KPB role specific training roadmap
  • Participate in Key Private Bank operational forums (Service Council calls) or other training opportunities as they become available
  • Undergraduate degree in business or equivalent combination of education and experience
  • Minimum of 2- 3 years of client contact and administrative experience, preferably in financial services
  • General knowledge of credit underwriting and documentation requirements
  • Fundamental knowledge of financial products and services, including banking, trust and investments
  • Familiarity with the forms of business ownership and an understanding of the legalities related to the various banking accounts
  • Demonstrated proficiency and effectiveness in customer service, communications (including written communications), problem solving and organizational skills (including attention to detail)
  • Ability to conduct research and resolve highly complex issues
  • Ability to work with some degree of limited direction and manage competing priorities
  • Interpersonal savvy and the ability to interact effectively in a team environment
  • Ability to learn and use proprietary software databases and systems
  • Proficiency in Microsoft Office applications, including Word, Excel and PowerPoint
165

Black Rock Bpi Relationship Manager Resume Examples & Samples

  • BA in Finance
  • Familiarity with capital markets instruments (equities, fixed income, derivatives)
  • The ideal candidate would be someone who enjoys a challenge, is creative, is a self-starter and is comfortable navigating a sometimes steep learning curve while gaining subject matter expertise, and has the ability to help frame and communicate complex issues in a simple and concise way
166

Citibank Berhad Kl-customer Relationship Telemarketing Portfolio Resume Examples & Samples

  • Self-motivated and committed; with a desire to achieve goals and targets
  • Ability to set and maintain high standards of professionalism, work ethics and team spirit
  • Confident telephone skills
  • Good closing skills
  • Ability to be resourceful
  • Ability to build rapport with potential and existing clients
  • Ability to work both independently and as a team player
  • Ability to use initiative
  • Good time management and organizational skills
  • Work under strict deadlines
  • Articulate, professional and well presented
  • Additional languages would be advantageous
  • Demonstrate a hunger to reach and exceed targets, the need to be enthusiastic, driven, tenacious, determined and motivated
167

Oem & Dealer Relationship Manager Resume Examples & Samples

  • Build and maintain strong relationships with GE’s Premier dealer network & OEM’s to ensure we have a network to support our customers’ needs
  • Assist in building & driving an overall new vehicle & SMR strategy across our dealer network to reduce SMR cost & maximise upfront financial support
  • Work closely with our Aftersales analyst to spot volume/pricing trends through metrics & reporting that require action
  • Negotiate strategic and tactical deals with OEM’s to further enhance GE’s market competitiveness
  • Maintain and strengthen relationships with other service providers such as Ebon-Dacs & VGroup International ensuring we have the best tools & customer driver packs
  • Work collaboratively & pro-actively with Commercial & other key internal functions to assist in retaining existing business & win new
  • Be present in the market place through key industry functions, events & supplier visits to understand first hand market dynamics, competitor landscape & technology advances
  • Organise & run bi-annual Dealer Advisory Boards (DAB) to seek dealer feedback & Industry best practise and act upon
  • Seek continual feedback on suppliers through event triggered surveys, complaints & internal feedback to act on and ensure we retain a strong customer experience
  • Experience of working in the UK Fleet or Motor Industry
  • Strong proven negotiation skills
  • Strong proven Relationship building skills
  • Customer focused & driven
  • Change agent – willing to challenge the status quo
  • Analytical with an eye for detail
  • Self-starter – can work autonomously and as part of a team
  • Good written & verbal communication
  • Proficient with MS Power point & presenting at all levels
  • Willingness to travel (UK and occasionally Europe)
  • Must hold a full UK driving license
  • Experience of the new vehicle & SMR market
  • Proficient in MS software usage (Power point, Outlook, Word)
  • Experience of industry platforms, Leaselink & Epyx 1Link
  • Exhibits inclusive behaviour; team orientated with the ability to engage and motivate key stakeholders
168

Campus Relationship Manager Resume Examples & Samples

  • Own the Citi firm-wide relationships at a number of key target institutions
  • Accountable for Citi’s employer reputation at key target institutions
  • Partner with recruitment relationship managers to provide attraction solutions to meet business hiring needs
  • Develop and implement appropriate marketing and effective events strategies at key target schools to support recruitment needs for analyst and MBA programmes
  • Design and deliver early entry (A-level/1st year) programmes generating talent pipeline for summer analysts
  • Lead EMEA wide country specific recruitment attraction - up skilling country contacts to design and implement locally-relevant recruitment strategy
  • Lead the diversity agenda for women, LGBT, disability, ethnicity and social mobility groups. Create strategy and build partnerships (external and internal) to attract diverse talent to Citi
  • Manage university steering groups for key target schools
  • Manage the relationships between business seniors and senior academics at target schools and build relationships with career services and other influential academics centres for external EMEA campus market knowledge, acting as the expert on competitor campus activities and developments in the graduate recruitment industry
  • Delivery of regular campus MIS to HR and business community
  • Carry out ROI measures for on-campus investment and conduct annual review of target schools and markets vs business objectives
  • Matrix manage onsite outsourced recruitment vendor support
  • Manage vendors and supplier relationships i.e. logistics firm, research companies
  • Engage delivery partners to ensure event co-ordination is executed effectively
  • Attend and facilitate campus activities across EMEA
  • Be a key member of global campus and marketing initiatives and projects
  • Knowledge of recruitment market practices
  • Experience of designing and delivering campus attraction campaigns
  • Knowledge of financial services and knowledge of complex business models would be an advantage
  • Working knowledge of related HR practice an advantage
  • Business partnering
  • Presentation
  • Influencing
  • Good working knowledge of Excel, PowerPoint and Word
169

Aladdin Business Risk Analytics Relationship Manager Resume Examples & Samples

  • Establish and maintain relationships with key client management team members
  • Understand their business objectives and needs, and help them leverage BRS expertise especially on the implementation of Risk Analytics System
  • Provide on-site support (project and maintenance) for BlackRock Solutions' risk management system (Aladdin)
  • Provide client support for key BRS analytics tools (Green Package, Portfolio Risk Tools, and AnSer) and Serve as a liaison between clients and our internal analytics areas
  • Advising clients on best practice for various analytical efforts. Using our experience with other clients, understand the problem and recommend alternatives, if appropriate
  • Frequent interaction with all groups within the BRS organization including Product teams, Analytics teams & the Solutions Center
  • Education: four-year degree in a business or technical discipline
  • Technical: a minimum of five years of broad and deep technical and/or financial services experience
  • Excellent organizational and communication (written and presentation in Japanese) skills are essential
  • Strong computer skills and an aptitude for learning new systems
  • Enjoys a fast-paced, high-intensity environment; able to manage multiple priorities
  • The position is located in Tokyo but requires travel to clients
  • Working understanding of fixed-income, equity and derivative products a plus
  • Strong interests in investment portfolio analytics, derivatives, and hedging/risk management a plus
170

Relationship & Marketing Coordinator Resume Examples & Samples

  • Knowledge of and experience with understanding of brand management
  • Knowledge of graphic design concepts and ability to create attractive presentations and update existing materials
  • Knowledge of effective print, email and web communications along with ability to provide full writing support for marketing materials
  • Ability to understand project budgets and propose cost-saving measures where appropriate
  • Ability to work with a sense of urgency to meet deadlines and address competing priorities
  • Proficient with Microsoft Office software including Word, Excel, PowerPoint and Outlook , as well as Adobe Creative Suite applications
  • Excellent written, listening and verbal communication skills
  • Excellent business writing, proofreading and creative copywriting skills
  • Minimum of 1 year of experience in a relationship or marketing role required
  • Experience working with a creative firm or ad agency preferred
  • Experience in the financial services or investment field preferred
171

Division Relationship Manager Resume Examples & Samples

  • Establish and maintain relationship with key Division stakeholders (Product Managers, Development Managers, etc.)
  • Work collaboratively with Technical Support Specialists and KDEs
  • Operationalization of programs by developing simple and scalable Technical Support processes
  • Working with the appropriate teams to develop the metrics and reporting for the programs
  • Work with multiple stakeholders to align process and tools for effective operationalization of programs
  • Coordinate the development of Supportability review content for assigned Divisions/products
  • Delivery of Supportability reviews
  • Development of action plans from the Supportability reviews and follow through for resolution
  • The nature of this role requires an estimated 20% travel
  • Excellent oral and written communication skills and the ability to persuasively articulate ideas
  • Excellent problem solving and negotiating skills
  • Ability to work in a fast-paced, unstructured, highly-matrixed environment, requiring superior skills in critical thinking, influencing, and managing multiple priorities under tight deadlines
  • A good analytic mind-set and work goal-oriented approach
  • Willingness to take on initiative and responsibility
  • Ability to work on multiple projects at a time nevertheless meeting deadlines
  • A balance between attention to detail and eyes on the big picture
172

Senior International Relationship Manager Resume Examples & Samples

  • The Group has a strategic objective to become 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. Our Group capabilities, coupled with our understanding of local markets and cultures worldwide, help us deliver innovative solutions to our internationally minded clients
  • The ‘International’ banking space is extremely competitive; competition not only includes local high street clearing banks, but also some large international banks. At present all competitors are only focused on the provision of products rather than providing a consultancy ‘How to’ support service
  • Good understanding of the international business trade cycl, forex transactions and the business processes involved when importing and exporting and ability to apply structured bank solutions to match those needs
  • Ability to effectively plan and organize, with tenacity to drive through results
173

Cards Marketing Relationship Manager Resume Examples & Samples

  • Degree holder with minimum of 2 years working experience
  • Experience in merchant acquiring is preferable
  • Sales-oriented and marketing savvy
  • Outgoing person who loves to meet people
  • Good interpersonal skills (including negotiation & persuasion skills)
  • Well-versed in written & verbal English
174

Floor Plan Relationship Manager Resume Examples & Samples

  • Services customers seeking loan and or deposit relationships with the Bank, interviewing applicants to develop information concerning their businesses and requirements, evaluating credit information and making relationship recommendations
  • Develop and evaluate requests for Floor Plan, commercial real estate, and commercial loan financing for auto, truck, boat, and RV dealers. Also evaluates loan requests from dealer principals and partners
  • Keep abreast of the industry, follows market trends and developments etc. and develop or implement strategies that will increase the Bank’s business in saturated, developing and emerging markets
  • Works closely with Sales Managers and Credit Manager to structure and price credits in order to maximize the bank’s return while minimizing risk. Maximizes the Department’s profitability through the maintenance of a high quality loan portfolio
  • Follows current loans to ensure conformity with terms; maintains current and complete credit file. Has credit authority within established limit
  • Three years Auto Floor Plan lending or related experience
  • Must possess strong credit analysis skills
  • Seven years commercial lending experience
  • Ability to work with peers and gain their cooperation
  • Demonstrated leadership skills in prior roles
  • Self-motivated, well-organized individual
175

Relationship Manager Sme Resume Examples & Samples

  • Manage a portfolio of relationships across diverse segments (Manufacturer / Exporters / Importers / Distributors, etc.) across SME clients
  • Prepare account plans for important customers
  • Manage credit portfolio- Understand Industry/ Segment trends, obligor outlook and develop, implement credit strategy for managed names
  • Ensuring that smooth day to day delivery of the products and services offered by Bank up to customer satisfaction
  • Help in cross selling GCG and CAW products across client base
  • Candidate must have good interpersonal skills to interact with Promoter/CFO and understand customer needs/expectations
  • Strong credit and analytical skills
176

Relationship Manager, Energy Resume Examples & Samples

  • Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations
  • Must possess sound judgment and be creative in providing credit/deposit solutions to bank clients
  • Formal commercial credit training or experience is also anticipated
177

Advisor Relationship Agent Resume Examples & Samples

  • Handle all in-bound sales and service calls from Ameriprise Financial advisors and clients for auto, home and umbrella insurance products
  • Serve as "internal wholesalers" to generate referrals in order to meet sales targets
  • Build relationships with and service Advisors and Advisor clients, develop and communicate strategies to integrate auto and home insurance into advisors financial planning processes with their clients and develop and execute contact and follow up strategy
  • Travel to field offices to do training/events for Ameriprise Financial Advisors with a focus on demonstrating the value of a partnership between them and AAH
  • 1-3 years of relevant experience
  • Required Certifications: State Property & Casualty license within 30 days of hire. (Ameriprise pays for your first attempt to pass your Property & Casualty license)
  • Applicants must possess strong customer service skills (a high school diploma or equivalent with one or more years of pertinent work history in a contact center or in customer service is preferred)
  • The role demands strict attention to detail (accurate insurance quotes generated by our system based on customer information entered by employee) when working with clients via incoming phone calls
  • Integrity and honesty are critical in this fast-paced contact center environment
  • Our most successful sales agents are focused on the individual client's insurance needs, have a broad knowledge of the services and products we offer, maintain excellent quality and accuracy in their work product and utilize strong sales closing skills
  • Ability to work 2 days until 7:00PM and 3 days until 5:00PM
  • No Weekends
  • Excellent teamwork
  • Exceptional client experience skills
  • Strong product knowledge
  • Strong selling, relationship building and business development skills
178

Global Relationship Marketing Internship Disney Parks Fl Fall Resume Examples & Samples

  • Support the planning, execution, and recap/analysis of various promotional, broadcast and Synergy activities
  • Assist with sourcing creative assets, timeline monitoring, materials distribution, and providing translations (Spanish)
  • Provide event support including logistics, communications, and merchandise orders
  • Source industry trends, partner research, and media analysis
  • Contribute creatively within presentation work, invitation creation, and various communications
  • Assist in the planning and execution of various on-property actions inclusive of Domestic and LATAM partner visits, media events and broadcast productions, such as
  • Proficiency in Spanish
  • Interpersonal skills and the ability to work well in teams
  • Understanding of the importance of meeting deadlines and delivering beyond expectations
  • Experience in interacting with internal and external professionals (including from outside the US)
  • An interest or educational background in marketing, advertising or broadcast/communications
  • Excellent attitude and disposition with the ability to work within a diverse organization
  • Passion for the Disney product, travel and leisure, entertainment, and media
  • Working knowledge of PowerPoint and graphic arts programs
179

Asset Pricing & Reference Data-relationship Resume Examples & Samples

  • Relationship management with business sponsors and user base
  • Plan and project manage the adoption of the new strategic platform for a specific business line (or set of business lines), liaising with the rest of the Reference Data organisations (Tech & Ops) to that effect
  • Oversee the end-to-end delivery of business requirements, by project managing the following functions: requirements gathering, analysis, specification and testing
  • Create project plan through rigorous process with clear objectives, roles, tasks, milestones, budget and measures of success
  • Actively manage project-related issues and risks
  • Facilitate prioritisation, own and develop formal communications – including status updates, and assist in the business sign-off process
  • Coordinate and work with analysts, developers and testers for software build
  • Coordinate UAT, business sign off and user training
  • Liaise with Release Management to ensure successful and smooth implementation
  • Liaise with Operate support teams
  • Sound understanding of equity, rates, credit and commodities products (including cash and derivatives), and trade lifecycle is highly desirable
  • Minimum 10 years of exposure in a banking environment or in the financial industry (investment banking preferable) is a requirement
  • Direct experience of Reference and/or Market data is a requirement
  • Interpersonal and influencing skills
  • Demonstrated stakeholder management skills and related experience
  • Strong team attitude
  • Proactive and pragmatic
  • Excellent analytical, problem-solving and organisational skills
  • Flexible approach to meeting targets
180

Ultima Lifestyle Relationship Manager Resume Examples & Samples

  • University graduate with min. 8 years working experience
  • Experienced credit card product manager
  • Proficient in reading, writing and speaking mandarin is a must
  • Working experience in the financial/ banking industry for at least 6-8 years, and credit card experience of minimum 4-6 years, with solid performance track record
  • Ability to handle pressure, can manage time effectively, and prioritize tasks well - Strong strategic thinking and analytical skills
  • Financial or product P&L management experience preferred
  • Excellent interpersonal and leadership skills with the ability to influence without direct authority, a good team player and have the ability to work collaboratively across matrix organization
181

Relationship Manager Corporate Banking Resume Examples & Samples

  • As relationship manager, act as the primary contact point for customers
  • Provide and offer extensive and sophisticated financial solutions to existing customers and prospect names
  • Organise deals with customers and coordinate the process with relevant departments in the Mizuho Group in order to maximise our group profit
  • Prepare credit application
  • Monitor customers’ financial condition and credit worthiness in accordance with internal credit rating procedure
  • Complete credit documentation with the assistance of internal/external lawyers, etc
  • Support subordinated to develop their skill set
  • Comply with various regulations related to banking business
  • Comply with internal rules
  • Take responsibility for any other ad-hoc job tasks to be requested by GM
  • Japanese language skill and business English communication skill (written and oral)
  • Banking business experience at commercial bank or investment bank or other equivalent
  • Knowledge of banking products and preferably securities business products
  • Good consultative skill
  • Ability to plan, organize own work, and be aware of risks
  • Analytical and research skill
  • IT/software literacy: word, excel, power points, Bloomberg, etc
182

Junior Relationship Manager, Network Support Resume Examples & Samples

  • Minimum of 3 years Corporate, Transactional Banking or Corporate Finance experience
  • Strong credit risk background - Credit Officer, or potential to achieve CO status within 12 months, and longer-term potential to be in SCO pipeline
  • Good understanding of banking products – cash management, trade, FX, derivatives, lending
  • In-depth understanding of compliance, global and local regulatory requirements
  • Experience in working with and within a matrix organization and cross-functional teams. Diverse knowledge of the financial and capital markets, the competitive environment, and local regulations
183

Relationship Manager Business Banking Resume Examples & Samples

  • Contribute to the strategic business priorities of Volume Growth and improving the Client Experience through Client Discovery. Responsible for proactively delivering financial insights and advice to clients and prospective clients
  • Collaborate with the service support team and RBC Partners to develop and execute a client contact strategy, acting on client needs in a timely manner and delivering solutions that serve and solve the client’s and business owner’s needs
  • Leverage the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners
  • Puts clients first. Excels at responding to requests quickly and reliably and ensure banking products and services operate smoothly
  • Subscribes to a professional service standard for responding to clients and colleagues, returning voice mail and electronic communications and use business etiquette in all your communications, including outbound voicemail message, and electronic correspondence. Adheres to RBC Brand Standards
  • Prioritizes and manages time to ensure the minimum sales and contact management standards are met. Establishes appropriate minimum contact and relationship management standards with your Market Head
  • Deepens relationships with clients by developing and delivering a coordinated client contact strategy that involves the Business Banking relationship team, and appropriate RBC partners
  • Builds rapport and relates with clients by demonstrating the six step Sales Fundamentals process. Utilizes First Research to develop and demonstrate industry knowledge and utilize in client discovery sessions to develop robust Client Relationship Plans
  • Documents the opportunities identified for each client in the Client Relationship Plan (CRP). Conducts an annual discovery/strategy session with all clients reviewing and updating the action plan outlined in the CRP. Documents the opportunities in sales pipeline and populates the forward calendar activity in Outlook for follow up
  • Advocates when delivering financial advice by offering unique, valuable insights on the client’s industry, business or market. Helps the client with new or emerging issues that will impact their business. Helps the client to understand and navigate and implement alternatives
  • Identifies opportunities to introduce clients to RBC partners and makes the referral and personal introductions
  • Respects client’s time and issues by taking responsibility of client problems at first point of contact by engaging appropriate partners to effectively resolve the problems
  • Bachelors Degree in Commerce/Finance or a related field
  • Minimum five years experience in lending
184

Relationship Manager Corporate Banking Resume Examples & Samples

  • To “own” and manage specified portfolio of clients and deliver revenue targets of assigned portfolio
  • Cultivate and develop effective relationships with key client contacts
  • Acquisition of new target relationships. Accountable for the holistic ownership of the customer relationship
  • Leverage all available resources within Citi to ensure maximization of client revenues & delivery of effective client solutions
  • Orchestrate efficient delivery of products and services to meet client’s expectations to achieve a high Voice of Client score
  • To cross-sell all the products of the bank such cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital markets products
  • To process credit proposals/credit reviews for both approved elsewhere and locally approved names
  • Negotiate interest rates, fees, commissions and service charges with customers to maximise income/profitability
  • Develop an in-depth understanding of the customers and their needs (both financial and non-financial) within the Banking marketplace and make pro-active suggestions to help customers achieve their own business objectives
185

Senior International Relationship Manager Resume Examples & Samples

  • Good understanding of the international business trade cycle, for exchange transactions and the business processes involved when importing and exporting and ability to apply structured bank solutions to match those needs
  • Strong knowledge of CMB’s international proposition / product capabilities
  • Ability to interact and build relationships with internal and external stakeholders in HSBC overseas offices and local professional community
186

Corporate Relationship Manager Resume Examples & Samples

  • Directs the management of all client relationships within an assigned portfolio, through both written and verbal communication channels
  • Experience with interacting with and negotiating agreements with C-Level personnel
  • Ideal candidate will reside and be based out of one of the following Midwest metro areas: Milwaukee, WI; Chicago, IL; Detroit, MI
187

Temporary Clerical Relationship Lending Minneapolis Resume Examples & Samples

  • Perm keyboarding tasks, which may include the preparation of written correspondence and/or the use of a personal computer to access various software applications
  • Perform clerical functions, including filing, data entry, mail handling and phone calls
  • Support the activities of other staff within the department, as required or assigned
  • Exercise a higher level of judgment when performing routine tasks
  • Prior clerical/office experience
  • Prior keyboard experience
  • Ability to alphabetize and sort
  • Prior filing experience
  • Prior clerical experience
188

Diversity Recruiter & Relationship Manager Resume Examples & Samples

  • Facilitate event execution
  • Develop new and innovative ways to source talent, and continually improve processes
  • Work closely with diversity partner organizations to drive results
  • Track diversity metrics, goals and results with Staffing Operations
  • Prepare communications and documents for varying audiences including business executives, recruiters, and external organizations
  • Execute Prudential sponsored diversity recruiting events to drive talent to the Firm
  • Partner closely with Advertising to reshape how we appear externally
  • Prepare talent ambassadors for the firms recruitment events
  • Remain close to the competition/understand the competitive landscape
  • Socialize the hiring and interviewing recommendations with businesses
  • Share best practices across recruiting team and businesses
  • Function as an advisor to internal partners and clients
  • Present at signature events
  • Develop workshop content
  • Undergraduate and/or MBA degree
  • Diversity Recruiting, Diversity & Inclusion, or general campus/overall recruiting experience is preferred but not required
  • Effective presentation skills
  • Strong organizational skill sets. Must know how to effectively multi-task
189

Relationship Manager China Desk Kenya & East Africa Resume Examples & Samples

  • Ability to manage multiple projects in a fast paced environment
  • Previous Relationship Management experience in a similar structure - 3+ years of marketing
  • Should be fluent in both English & Chinese
  • 3+ years’ experience as a Relationship Manager
  • MBA is an added advantage
190

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

  • CA / Joint Risk Responsibilities with CLU - RM should work closely with CLU in preparing CAs and monitoring risk issues
  • Risk Management - Close monitoring of client’s business trends and exposure performed by the RM individually
  • Compliance/Legal related work - Ensure internal and regulatory compliance, flag off any AML/franchise related issues and keep abreast of all policies & processes
  • Cross-selling & Client Engagement - Responsibilities in relation to cross-selling products and growing SOW / cross-border revenue include
  • Minimum of 5 years of RM experience is required for this role
191

Data Privacy Relationship Services Manager Resume Examples & Samples

  • Reviews of business initiatives that involve confidential or Personally Identifiable Information
  • Interact on a daily basis with initiative sponsors and stakeholders to assist with the completion of initiative on-boarding required documentation
  • Communicate to initiative sponsors and stakeholders initiative related country clearance status, issues, and risk disposition, including DPO senior management, on a timely basis
  • This position involves assisting in the production of executive-level reporting for various senior management levels, including status documentation and packaging of evidence/artifacts Provide work flow process improvement recommendations, including introduction of automation tools
  • 2+ years of people managements experience and ability to demonstrate effective people management skills
  • 5+ years of project management experience in a technical environment
  • Relationship builder and team player
192

Relationship Manager Corporate Banking Resume Examples & Samples

  • Excellent English communication skills (written and oral)
  • Banking and securities business experience at commercial bank or investment bank or other equivalent
  • Knowledge of banking products and securities business products
  • High level of consultative skill
  • Strong analytical skill
  • Train junior members of the team
  • Arabic language skill is positively considered
193

Platform Innovation Relationship Manager Resume Examples & Samples

  • Experience in the asset management/financial services industry with a solid understanding of core operational business processes
  • Experience with analysis and design of business processes
  • Process modeling and the use of Visio or related modeling software
  • Hands-on experience with system testing
  • Extremely motivated and ability to operate in a fast paced environment
  • Excellent analytical, creative, organizational and problem solving skills
  • Technical aptitude desired (e.g. SQL)
  • Aladdin user experience
194

Relationship Manager Queen s Plaza Resume Examples & Samples

  • Footings Growth (CA/SA/TIDE/AUM/AAFA)
  • KYC/AML and adherence to other norms
  • Ensure all client interaction processes are as per norms/guidelines; adherence to Sales Code of Conduct
  • 2-4 years post MBA
  • Understanding of markets
195

Investment Relationship Manager Resume Examples & Samples

  • Support Portfolio Manager/Associate Portfolio Manager by
  • Ensure a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives
  • Staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
  • Preparing and customizing of client portfolio reports
  • Client Service
  • Working collaboratively with the Portfolio Manager to satisfy client needs
  • Responding to client inquiries in a timely, responsive and approachable manner
  • Proactively identifying and implementing strategies to address client needs
  • Preparing, analyzing, and presenting reports and recommendations to clients
  • Developing financial plans, independently or with the Portfolio Manager
  • Reviewing processes and implementing improvements to the client experience, add value and enhance efficiencies
  • Using strong knowledge of the Bank’s products and services to ensure client needs are understood, documented and satisfied
  • Working closely with Team of Expert, as required, ensuring client needs are met
  • Actively listening and seeking client feedback on products, services and the delivery of client experience
  • Relationship Management
  • Utilize the Financial Planning Process to develop an in-depth understanding of the clients’ needs
  • Identify referrals to the Team of Experts
  • Maintain superior service standards regarding proactive contact contact, maintaining the Client database and hold and maintain the client’s Financial Plan
  • Identifying new business opportunities to gather additional assets and/or increase revenue
  • Maintaining a good understanding of client profiles and objectives to identify opportunities for increasing share of wallet
  • Assisting in development, preparation and presentation of annual business plan
  • Managing marketing programs, including development, approvals and implementation
  • Prospecting and following up on leads including Centers of Influence
  • Risk Management/Compliance
  • Minimize the Bank’s exposure to risk by maintaining awareness and compliance with all procedures, regulatory activities and guidelines
  • Supporting the Portfolio Managers and Associate Portfolio Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
  • Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
  • Team Membership
  • Contributing to the effective functioning of the Private Investment Counsel team
  • Fostering and developing a strong, positive team environment
  • Building effective working relationships across the team and with various business line, internal and external stakeholders
  • Actively participating and contributing to coaching sessions, touchbases and team meetings
  • Thorough investment management knowledge and experience as it relates to understanding economic and capital markets
  • Strong interpersonal, communication & listening skills
196

Investment Relationship Manager Resume Examples & Samples

  • Ensure a comprehensive and solid understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients, to stay abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
  • Implement client’s investment strategies under the supervision of a Portfolio Manager or Associate Portfolio Manager, provide clients with timely updates and information and regularly monitor portfolios and make changes as deemed appropriate by the supervising Portfolio Manager or Associate Portfolio Manager
  • Provide timely support for the Portfolio Manager or Associate Portfolio Manager which may include the preparation and customization of client portfolio reports; Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately; and providing portfolio administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators
  • Ensure a high level of client satisfaction and retention
  • Grow assets under management by consolidating assets from existing clients, getting referrals for new clients, and working with Financial Consultants and other internal partners / external centres of influence
  • In specific locations, you may be identified as the client’s Primary Relationship Manager (PRM) that is assigned to the SPCG Centre professional with the expertise most relevant to the client’s financial priorities. As PRM you will utilize the Financial Planning process to develop an in-depth understanding of your clients’ needs and will serve as a conduit for referrals to the SPCG Team of Experts. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As PRM you will maintain SPCG service standards regarding proactive contact, central client point of contact for special events, recording and maintaining the Client Contact database and hold and maintain the client’s Financial Plan
  • As a Relationship Manager you are a key member of the Centre’s Team of Experts. You will work closely with the client’s Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. You will actively contribute as a member of the PRM team by updating the PRM/Client Contact database and participating in the client’s annual Financial Plan review process
  • Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
  • Coach team members to higher levels of performance. Establish and monitor performance objectives. Recognize and reward success and manage non-performance. Coach and guide the development and implementation of Development Plans
  • A University Degree or College Diploma or equivalent
  • Thorough investment management know-how and depth of experience required as it relates to understanding economic and capital markets data in order to describe the firm’s investment strategy to partners and clients
  • CSC
  • CIM, or its predecessor CIF, or in the process of attaining CIM accreditation
  • Strong relationship management skills. Proficient in sales and business development
  • Strong interpersonal, communication & listening and people management skills
  • Proficient in the completion of a Financial Plan
  • Thorough knowledge of each SPCG Business Line’s value proposition
  • Thorough knowledge of the full SPCG product and service offering in order to identify opportunities across the SPCG Team of Experts
  • Working knowledge of the products and services offered by the Scotiabank Group of Companies (external to SPCG) in order to identify and refer clients as appropriate
197

Relationship Manager Charter Schools Resume Examples & Samples

  • Minimum 10 years relationship management experience
  • Minimum of 7 years charter school and/or real estate financing experience
  • Minimum of 7 years financial and income tax analysis experience
  • Minimum 2 years in a managerial role
  • Prefer 2-3 years of experience in a supervisory role
198

Treasury Relationship Manager Resume Examples & Samples

  • Requires Bachelors in business, finance or related field and some banking, product sales, lending or other directly related experience
  • Basic knowledge of banking products and procedures, treasury management. Strong sales, client product and relationship management skills
  • Strong influence, relationship building ability and communication skills, both verbal and written
199

Manager, Relationship Marketing Resume Examples & Samples

  • Strong knowledge of retirement industry and financial services. Experience with TIAA-CREF institutional capabilities a plus
  • Proficiency in Microsoft Word, Excel, and Project and PowerPoint applications
  • Experience with large scale campaign development and execution
  • Experience with retirement plan onboarding communications
  • Experience with dynamic publishing platform functionality and capabilities
  • Experience with presenting or training teams on products or programs
  • Strong writing, editing and proofreading skills
  • Ability to work in fast-paced environment, prioritize workload and meet deadlines and deliverables within budget
  • Ability to quickly assimilate new information regarding specific product and technical topic
  • Ability to work with little supervision as well as ability to request supervision or assistance when necessary to meet deadlines
200

Aladdin Relationship Manager Resume Examples & Samples

  • Able to establish strong personal relationships with senior clients, and represent all of BlackRock in a compelling fashion
  • Insurance or asset management sector domain expertise
  • Uncovers and meets the need of external clients; builds strong working partnerships with clients and internal organization; acts with urgency and works hard to address client demands; effectively manages clients’ expectations and delivers value-added service
  • Leads individuals and team to achieve objectives and drive results; inspires and motivates people to the highest levels of performance. Is accessible, engaged and a positive force for change. Provides timely and actionable feedback
  • Committed to gaining relevant knowledge, skills and experience in commercial markets; utilizes market expertise and savvy to leverage this role; stays passionate about the business and maintains current knowledge about competitor products and services; has broad securities industry knowledge and an understanding of where BlackRock’s’ products and services fit within the industry
201

GSG Relationship Manager Resume Examples & Samples

  • Manage and grow a client portfolio that focuses mainly on CPM, TTS & FX products
  • Build Citi compliance and credit policy knowledge and understand how it is applied to client transactions
  • Macro-market knowledge: know the players, size of the market, market share and other financial indicators
  • Understanding of Banking products: Loans, FX, Derivatives, Cash Management, Trade
202

Relationship Manager, Large Merchant Resume Examples & Samples

  • Understand the overall industry trend/insight to insure PayPal’s business strategy fits the growth of such industry
  • Understand the clients and regularly analyze the key clients’ business and operations, including future business direction, so that PayPal’s business interest grows along with client’s business growth
  • Retain our key clients to avoid churn and be responsible for maximizing our share of wallet at client’s side against our competitors
  • Responsible for cross-selling and upselling PayPal’s new product and services to meet or exceed share of wallet goals for the portfolio
  • Work with marketing team in promotions with key clients for better business growth and retention
  • Work with peer managers to leverage best practices and provide consistent high efficient sales skills
203

Relationship Group Manager Resume Examples & Samples

  • Senior transactor responsible to lead a small team of professionals focused on export credit transactions involving export credit agencies and multilaterals primarily in Brazil with possible extension in neighboring countries
  • Origination and execution of mandates including ECA lending and advisory assignments in collaboration with the New York-based EAF team
  • Maintain close relationship with bankers in Brazil, industry and product specialists, clients and agencies to ensure effective marketing and execution of transactions Key Responsibilities
  • Evaluate market trends and monitor risks pertaining to Brazil
  • Solid origination background and strong credit analytical skills is critical, as well as a familiarity with derivatives and capital markets. Proven track record in financing corporate and project financings in the Emerging or the OECD markets
  • Good knowledge of the Spanish or Portuguese language is a requirement
204

Marketing Manager Relationship Marketing Resume Examples & Samples

  • Supporting the development of a Marketing Plan and calendar of activity for GE Money Personal Loans
  • Creating and implementing a lifecycle marketing programme to drive incremental volume through onboarding, utilization, retention and cross-sell initiatives
  • To drive marketing effectiveness and targeting working with EIM and Risk functions through data mining, propensity modelling, transactional and attitudinal segmentation
  • Develop strong relationships with key internal stakeholders to gain buy-in and approval of marketing activities
  • Identify opportunities for improved customer experience across all touch points
  • Supplier management, from creative development through to final production outputs
  • Provide timely budget forecasts and managing campaign costs, timelines and budgets effectively
  • Ensure brand guidelines and positioning is adhered to
  • Ensure your areas of responsibility are conducted in a compliant ethical manner consistent with GE Spirit & Letter and external legislative and regulatory requirements
  • Understand and ensure all Compliance, Legislative & Regulatory responsibilities are met
  • Immediately escalate any potential compliance issues to Team Leader, Compliance, Legal, HR or through any Open Reporting channels
  • Complete 100% of all Compliance training and any other training as assigned to you when due
  • Other related tasks as agreed
  • Robust lifecycle marketing knowledge
  • Experience in developing and executing marketing programs delivering strong results
  • Active Listening — giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
  • Persuasion — persuading others to change their minds or behaviour
  • Monitoring — monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action
  • Oral Expression — the ability to communicate information and ideas in speaking so others will understand
205

Relationship Manager Armoured Car Portfolio Resume Examples & Samples

  • University degree/college diploma or equivalent work experience
  • 5 to 7 years of related experience
  • Good change management knowledge and experience
  • Solid knowledge of standard desktop applications used by the business unit
  • Solid knowledge and understanding of internal business partner’s key products and services, processes, controls and organization
  • Solid understanding of the business unit’s risk and regulatory requirements
  • Solid knowledge of departmental systems and applications
  • Solid knowledge of process and/or project management
  • Good knowledge of workflow priorities and deadlines in processing areas that interface with the business unit
  • Good business and industry knowledge
  • Strong customer service and relationship management skills
  • Strong conflict management/ resolution skills
  • Strong presentation and report-writing skills
  • Ability to multi-task in a fast-paced environment
206

Marketing Relationship Manager Resume Examples & Samples

  • Identify business unit marketing and/or communication campaign needs based upon business objectives
  • Establish marketing objectives and strategies
  • Develop marketing/communication campaign theme and message
  • Manage all aspects of the development and execution of each marketing and/or communication campaign project from conceptualization through execution and implementation
  • Develop and manage marketing campaign budgets
  • Evaluate campaign for effectiveness in meeting business objectives. Analyze results of marketing campaigns and develop recommendations based upon campaign results
  • Maintain an awareness of new trends and developments in marketing and company products and services
  • Manage marketing project teams, ensuring marketing and communication programs adhere to schedule and meet business objectives
  • May act as partners in regional / corporate level initiatives to support service excellence, employee commitment, strategy planning and operational efficiency
  • Advocates for marketing requirements/capabilities to be installed in Alternative Banking technology implementations
  • Minimum of 7 years’ experience in managing marketing campaigns in a client or agency environment, or in marketing, portfolio management, product development and/or product risk
  • In lieu of degree, minimum of 12 years’ experience in managing marketing campaigns in a client or agency environment or in marketing, portfolio management, product development and/or product risk
  • Minimum of 5 years project management/supervisory experience
  • Excellent PC skills with proficiency in software programs utilized by department
  • Copy writing and editing proficiency
  • Sound creative judgment with advertising/direct marketing production knowledge
  • Media planning knowledge
  • Excellent written, verbal and negotiation communication skills
  • Strong interpersonal skills and ability to interact professionally with all levels of management
  • Working knowledge of applicable banking laws
207

Cash Management Relationship Manager Resume Examples & Samples

  • Delivering CMG’s full range of products and services in addition to delivering the wider BlackRock franchise to the CMG client base in the Western Region of the US
  • Maintaining client relationships in the Western Region ensuring successful retention of client assets and complementing the business development activities of senior sales people. While primarily focused on supporting the Bank and wealth management intermediary channels, the individual may also be required to support other CMG US Sales channels within the Financial Institutions group
  • Demonstrating a collaborative and flexible team-oriented approach
  • Educating clients on the new regulatory landscape for Cash, including money market fund reform and Basel III while helping to identify solutions that support their needs
  • Attending and leading client relationship and prospect meetings
  • Ensuring asset growth and retention for BlackRock and the firm’s cash management services
  • Deep network of clients and relationships within the US Western region
  • Commercial Orientation – a demonstrated track record of successfully maintaining significant client relationships within the US Western region
  • An understanding of the regulatory landscape affecting client investment and operational activities
  • 5 - 10 years relevant experience within financial services
  • Experience in a business development role
  • Highly motivated with a proven ability to take initiative and work independently
  • Proven contributor to a team
  • Strong communication skills including written, verbal and presentation skills
208

Relationship Manager Sredny Branch Resume Examples & Samples

  • Experience in sales / customer service
  • Experience in financial services is preferable
  • Outstanding sales skills
  • Strong business planning and time-management skills
  • Higher education in Finance, Economics is preferable
209

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

  • Effectively manage client portfolio under care by understanding client needs and tailoring solutions in accordance to their needs
  • Develop new business relationships to broaden client base
  • Cross-sell LCB core products and services to increase wallet share
  • Perform annual reviews on timely basis to ensure sustained relationship with clients
  • At least a graduate in accounting, business, finance or related disciplines
  • Good understanding of the market and the target segments LCB focuses on
  • Good communication, interpersonal and presentation skills
  • Minimum 5 to 8 years in similar role
  • Positive work attitude
  • Dedicated and disciplined team player
210

Relationship Manager Financial Instiutions Coverage VP Resume Examples & Samples

  • Serve as the client advocate within the firm at strategic level, ultimately responsible for client satisfaction; ensure top rankings in industry surveys
  • Cultivate strategic business relationships with senior level executives within each relationship
  • Evaluate existing client relationships and identify new revenue streams through active communication and collaboration with Client Service Manager (CSM), Ops and Systems
  • Identify and coordinate innovative and integrated solutions to address clients’ strategic challenges using multiple products and services
  • Responsible for long-term profitability of current client relationships
  • Ability to define and prioritize key target organizations and develop and execute a targeted calling plan against quarterly activity targets
  • Coordinate cross-selling activity with CSM, product specialists, Ops and Systems; own, manage and advance these opportunities
  • At least 5 years of experience in financial institutions as relationship managers or sales representative
  • Strong sales skills, proven in financial services, tenacious, experience working to activity and sales targets
  • Strong communication skills with demonstrated presentation skills both verbal and written, both English and Japanese
  • Knowledge of Trust business is a plus
211

Citibank Berhad Kl-gsg Relationship Manager Resume Examples & Samples

  • Proven risk assessment, monitoring and control skills in a broad range of customer situations
  • In-depth knowledge of the full range of banking products and funding solutions
  • Experience of analysing financial information and identifying/structuring appropriate solutions
  • Good in oral and written English
  • Computer literate
212

Gcg-citigold Relationship Manager Resume Examples & Samples

  • University degree is preferred
  • Passed HKSI LE paper 1, 7 & 8 and IIQE paper 1, 3 & 5 or equivalent
  • Excellent communication, relationship building and proactive selling skills
  • Good command of English, Cantonese and Mandarin
213

Technical Relationship Service Representative Resume Examples & Samples

  • A minimum of 5+ years of experience in support & account management with the ability to meet metric targets
  • Very solid understanding of the technologies and protocols offered by TSCI
  • Insightful grasp of how system integration and technology can enhance and create solutions in the trading space
  • Solid understanding of buy and sell-side order management work flows
  • Japanese and English language (both written & spoken) a must
  • Partnering with account management in our buy-side and sell-side businesses to provide proactive engagements with existing client base in Asia
214

Relationship Marketing Specialist Resume Examples & Samples

  • Responsible for support of the CE&A participant communications for use with our clients
  • Field initial questions from the client teams to support all questions regarding deployment and delivery
  • Assist in delivery of standard product offers across our client base
  • Document the end to end process defining all key roles and responsibilities, timing, processes, quality assurance, and measurement
  • Ability to troubleshoot and address user/tech issues before reaching out to vendors
  • 3+ years experience in marketing / client service
  • Bachelor's degree in Business, Finance or related field, or commensurate work experience
  • Works well in tight timelines
215

VP-credit Relationship Manager / Team Leader Resume Examples & Samples

  • This is a “player / coach” role. The ideal candidate will be a more experienced individual with a willingness and ability to do all of the below while assisting less experienced members of his / her team do the same in the context of each of their overall development plans
  • Monitor the ongoing financial condition and performance of the Borrower, covenant compliance, and the value / condition of the collateral. Make timely recommendations regarding changes in credit classification and risk rating. Develop / implement remedial action plans
  • In conjunction with the Senior Lending Transactor (SLT) and / or Financial Advisor (FA), maintain frequent communication with the Borrower and the Borrower’s financial advisors. Keep current on major developments and changes in financial condition and identification of potential additional financing needs. Relationship Manager is required to keep the FA informed of relationship status and action plans on an ongoing basis
  • Pre-screen appropriate transactions and communicate with Senior Lending Transactor and / or Financial Advisor
  • Develop and negotiate structuring recommendations within the context of the Firm’s credit policy and philosophy. Produce high quality credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigates
  • Ensure accurate and timely update of pipeline reports. Participate in ongoing pipeline meetings. Facilitate meeting budgeted loan volume goals through efficient and timely processing of loan requests
  • Make approval or decline recommendations to credit approvers. Articulate recommendation in a clear, concise and informed manner
  • Demonstrate acceptable level of preparation and knowledge
  • Manage all loan requests within stated turn times unless justified as an exception. Manage expectations through active communication with SLT, FA and / or client
216

Learning Technologies Relationship Manager Resume Examples & Samples

  • Relationship Management: Acts as the primary point of contact for Heads of Training and other internal partner groups for queries related to the global LMS and related services
  • People Management: Manages and develops the MLC Delivery Manager
  • Deliver LMS Service Excellence: Governs the intake processes service standards, ensuring that the team is executing effectively and efficiently
  • Service Management: Drives quality execution by the outsourced Learning Operations Administration and Global Helpdesk teams
  • Business Process Development: Responsible for the definition, development and publication of new service related processes or the amendment of existing ones
  • Oversight of Business Processes: Ensures business processes are being adhered to effectively and that the processes meet the objectives of the interaction
  • Support Process Oversight: Provides an escalation point for issues and communicates scope and status to key stakeholders
  • Documentation management: Defines MLC standards / processes and ensures user documentation or training guides are good quality and up-to-date
  • Continuous Improvement: Continuously improves Scotiabank’s learning technologies and services through related projects and initiatives
  • Project Management: Participates in, or project manages related initiatives; communicates project status to key stakeholders through roadmaps and dashboards
  • Trend Analysis: Uses internal feedback and metrics to identify and communicate trends in consumption of Learning materials and escalate potential issues or highlight areas for improvement
  • Customer focus: Has a minimum of 5 years experience within a client delivery role, such as consultation, service management or project management
  • Team management: Has a minimum of 5 years experience with team management including employee recruitment, development, objectives setting and performance review. Is an experienced coach: models behaviours and provides explicit, constructive feedback as necessary to develop the individual
  • Relationship Management: Has a minimum of 3 years experience in establishing and maintaining collaborative partnerships with managers and directors across business lines and geographies, as well as with supplier groups
  • Technical skills: Has a minimum of 3 years experience with LMS, HR Information Systems or similar enterprise products. A working understanding of e-learning tools, standards and instructional design methodologies is an asset
  • Subject Matter Experience: Has a minimum of 3 years experience in adult education or similar work functions
  • Influence: Has a minimum of 3 years experience in roles that require interpersonal and persuasive skills to publicize and advocate for prospective, new or existing services (e.g. consultative or management roles)
  • Project: Has a minimum of 2 years experience of participating in large, complex projects and/or leading departmental initiatives across the project lifecycle from justification through to deployment
  • Communication: Has a demonstrated ability to effectively expresses ideas and issues through verbal and written communication
  • Flexibility and multi-tasking: Has a demonstrable ability to dynamically manage concurrent client and process demands using excellent judgment to prioritize work across the team
  • Perseverance: Has a demonstrated to maintain own and team's performance quality effectively when placed in challenging situations
  • Adaptability: Has a comfort with change; ability to apply skills to varied tasks
217

Relationship Manager GSG Resume Examples & Samples

  • Maintain and develop customer relationships. Deal with customer’s key financial decision makers (CFOs, Treasurers, Finance Managers)
  • Handle a large number of clients with vanilla to complex banking needs
  • New client acquisition
  • Frequent interaction with peers within Citi (locally and globally) and occasionally with senior management at country/cluster level
  • Must fully adhere to Citi’s Credit , Risk, Compliance, Legal, Operational etc. policies
  • 1-4 years experience in banking relationship management
  • Excellent knowledge of market, customers, competition, local regulations, loan products, FX, cash management and trade products are needed
  • Sound knowledge of local corporate banking market, customers, competition, regulation etc
  • Experienced in client interactions, negotiations, can lead high-level meetings with clients, internal Citi partners, peers, senior management
  • “Partnership” approach in working with internal and external counterparts
  • Native Hungarian
  • High level interpersonal skills, strong negotiation and good presentation skills
  • Must have good selling skills and be highly creative, initiative and flexible
  • Ability to work independently without direct supervision
  • Pay attention to details, set priorities and work under pressure
  • At least basic credit skills, exposure to credit analysis
218

Citibusiness Relationship Manager Resume Examples & Samples

  • Accountable for delivery of key goals
  • Accountable for achieving further product penetration with existing customers as well as the acquisition of new customers
  • Accountable for individual revenue target assigned
  • Possess strong Corporate/Commercial Banking background, skills and knowledge
  • Possess Assets and Liabilities background and experience
  • Aggressive, self driven & self motivated Possess strong work ethic and integrity
219

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

  • Highly developed interpersonal, negotiation and networking skills in a sales environment
  • Outstanding customer relationship skills
  • In-depth knowledge of credit processes and policy
  • Appreciation of macroeconomic and financial outlook with strong understanding of banking sector activity
  • Able to speak Mandarin is an added advantage
220

Ccb-relationship Manager Resume Examples & Samples

  • Manage a portfolio of key accounts under the MME segment of Commercial Bank
  • Deep understanding of the MME market with a minimum of 10 years of proven sales experience in financial institutions dealing with commercial banking segments
  • Penchant for multi-product sales with an understanding of banking products (assets and liabilities); a strong credit background is essential
221

Ccb-relationship Manager Resume Examples & Samples

  • Should have a deep understanding of the SME/MME market with at least 3-5 years of proven sales experience in organizations dealing with commercial banking segments
  • Should display a penchant for multi-product sales with an understanding of banking products (assets and liabilities)
  • Ability to balance priorities between delivering sales targets and KYC/AML/credit requirements of the franchise is also essential
222

CCB Relationship Manager Resume Examples & Samples

  • Minimum 5-7 years of work experience in banking industry
  • Should have expertise in credit sales
  • Strong knowledge of sales principles
  • A good financial knowledge
  • A good communication, presentation and interpersonal skills
  • A good relationship management skills and analytical skills
  • A good understanding of the business and its products
  • Strong computer knowledge and sales technology
  • Having good command of English language
223

Cbna-gcg-relationship Manger for Citi Commercial Bank Resume Examples & Samples

  • Graduate of any business course from a reputable school
  • At least 5 years commercial bank experience with risk background
  • Accepts and tackles demanding roles with enthusiasm
  • Adapts to changing circumstances; tolerates ambiguity; accepts new ideas; comfortable analyzing financial data and is able to come to reasonable conclusions/recommendations
  • Demonstrates strong communication and negotiation skills
  • Disciplined and structured in managing day-to-day activities
  • Knowledge of local commercial market and commercial bank products
224

Cfsi Rbb-relationship Manager Resume Examples & Samples

  • At least 5 years of experience in sales for investments and insurance
  • Strong team player with good relationship management skills and problem solving skills
  • Certified on the following
225

Relationship Development Specialist Resume Examples & Samples

  • Strategic Business Planning (Working)
  • Relationship Management (Working)
  • Sales & Service ( Working)
  • Understanding of Dealer Products, Lending / Investment Process, Lending Directive (if applicable, supporting processes and technology
  • French language required, English an asset
  • WORKING CONDITIONS
  • This role maintains a remote/home office and may have hours outside of the normal 9 – 5 work day
226

Research Relationship Manager Macquarie Professional Series Resume Examples & Samples

  • Organising client reviews, collation of collateral and data templates
  • Analysing of sales inflows, competitors and products
  • Assisting the Head of Research Relationships (MPS) with relationship management of research clients
  • Assisting with the communication of the MPS sales effort to offshore partners
  • Hosting research review meetings
  • Building and maintaining tools to report fund inflows and client growth
  • Maintaining client details through the CRM system (SalesForce)
  • Co-ordinating the review of client agreements with internal Product & Legal teams
  • Invoice management and tracking expenses to budgets
  • Assisting the marketing and events team with the coordination of events
  • In collaboration with the product team, completing RFP, RFI and Due Diligence templates and questionnaires for fund reviews
  • Have professional experience in research (from a research house/dealer group/platform) or product management
  • Hold tertiary qualifications (ideally in Finance, Commerce, Accounting, Economics)
  • Take a proactive approach to your work
  • Be flexible and naturally inquisitive
  • Have the ability to effectively communicate both in writing and verbally, with a variety of stakeholders and to express technical investment concepts
  • Be genuinely interested in investment management and pursuing a career in distribution or relationship management
  • Be focused on achieving results and reaching outcomes
  • Enjoy working in a dynamic and fast paced environment where your contribution is recognised and rewarded
  • CFA, CIMA or Masters (in finance or commerce) qualifications
227

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

  • Minimum experience of 2 years in marketing role
  • Proficient in both written and verbal English
  • Having prior experience in dealing with retail partners is an added advantage
228

FI, Relationship Manager Resume Examples & Samples

  • This role will maintain and implement policies and procedures and develop as area expert in specialized function or business /product
  • One of the key responsibilities will be the day-to-day technical or functional expert in assigned area. You may have management responsibilities for a small team, or may be a single incumbent with manager responsibilities for a function
  • Furthermore, this role will handle large accounts and refers the most complex problems to senior staff
229

Relationship Manager for Financing Programmes MEA Resume Examples & Samples

  • Management of multiple channel partner relationships (systems integrators and distributors) in 10 countries throughout the Middle-East & Africa region
  • Development and growth of the programme with responsibility for Operating Plan volume target
  • Handle all commercial aspects of the partner relationships in alignment with Vendor customer representatives in accordance with programme strategy
  • Management of relationships with Vendor teams assigned to the programme for the MEA region and in the US
  • Set overall account strategy, identify growth opportunities, identify risks to OP, potential dilution of security and operational issues
  • Collecting financial, and non-financial information, and completion of pricing pro-forma’s, where applicable, to ensure the timely execution of credit line increases, reviews and on-boarding of new partner relationships
  • Ensuring full compliance with anti-money laundering and customer due diligence regulatory requirements
  • Structuring credit lines to enhance security positions (credit insurance; ILOCs, bank and corporate guarantees, and where applicable Vendor support) in accordance with Risk policy guidelines
  • Managing legal process in alignment with Risk department to ensure credit lines and related security are documented appropriately
  • Act as primary commercial interface to set ongoing requirements for credit (co)insurance cover via dedicated credit insurance broker
  • Act as primary commercial interface with programme investors in alignment with Capital Markets team
  • Provide oversight and guidance to Service & Delivery team regarding timely receipt and collection of customer payments, agreement of payment plans and ongoing operational maintenance of credit lines
  • Proven experience in Trade Credit and/or Supply Chain Finance
  • Proven risk management experience, preferably in inventory finance, Corporate Lending, ABL/ AR financing and across a variety of geographies
  • Demonstrated experience underwriting and overseeing large, complex transactions from application to funding
  • Excellent knowledge of credit / risk underwriting processes and cash flow analysis
  • You must be willing to travel up to approximately 25% of the time
  • Strong insight to the inventory finance / AR business model across all functions
  • Strong project management, documentation and communication skills
  • Multijurisdictional legal and/or compliance requirements
  • Strong leadership, presentation, negotiation, and communication skills (written and verbal)
  • Ability to multitask, and direct and motivate geographically dispersed teams
  • Teamwork – builds trust by respecting the ideas and contributions of everyone
  • Accountable – Places success of the organization ahead of personal gain
  • Accountable – Does what is best for the team and the customer
  • External Focus - Anticipates customer needs and ensures that they are met
  • Imagination and Courage - Able to take risks on both people and ideas, willing to challenge the status quo
  • Expertise - Gains perspective through varied experiences and build-up of skills
  • Languages -Fluent in English
  • International travel will be required and a full & clean driving license is essential
230

SVP, Credit Bureau Relationship Manager Resume Examples & Samples

  • Represent Citi as the central point of contact for all businesses that rely on credit bureaus for contract engagement
  • Work across all ten Citi businesses to capture and map credit bureau engagement landscape and recommend “common path” usage that meets internal client business objectives while driving cost and processing efficiency
  • Work with credit bureaus to integrate best practice recommendations across Citi on practices, processes and new solutions
  • Bring to light, industry trends regarding Credit Bureau matters and highlight risks and opportunities for the organization
  • Leverage bureau platforms and tools to support Citi business needs and engage with partners on use cases to broaden usage and share learnings
  • Develop and implement quarterly forums to bring Citi business leads and credit bureaus together to discuss the regulatory environment, business pain points, opportunities, and align on strategic vision
  • Partner with Procurement to drive cost and service alignment globally which will support product and pricing decisions
  • Create formalized global policy for consumer oversight and reconciliation of credit bureau by product and area
  • Develop a new bureau product/service request process to include cross line of business review for any new products and services to secure better pricing and service commitments
  • Drive third party oversight and support CFPB and OCC requirements and requests
  • Drive independent oversight of credit bureaus to ensure compliance with all laws, rules, and industry best practices
  • Be the central point of contact for all escalations and drive for timely resolution and root cause analysis that would prevent recurrence
  • Lead the integration of the enhanced subscriber code request process and manage user validation processes to ensure proper access control
  • Ensure compliance with monitoring of credit bureau inquiries (hard versus soft inquiries) and work with the business to quickly identify issues and drive resolution
  • Continue to drive down number of subscriber codes and sub-codes to deliver what the business needs while eliminating unnecessary complexity
  • Bachelor's Degree required; Advanced Degree preferred
  • 10+ years experience in financial services required
  • Specific experience in working with Credit Reporting Agencies a plus
  • Requires strong cross line of business leadership and influencing skills
  • Collaborative work style -- ability to effectively interact with partners across organizational boundaries and hierarchies
  • Strong leadership presence -- command respect and earn trust of senior management team
  • Highly motivated and self-driven, ability to multi-task productively, and strong results orientation
  • Clear/logical approach to problem-solving - breaking issues down to components parts, identifying most important issues
231

Upper Middle Market Relationship Manager Resume Examples & Samples

  • Lead the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace
  • Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives
  • Proven leadership ability with excellent interpersonal communication skills
  • Must be a self-starter, someone who demonstrates by getting out in the marketplace
232

Icg-fi-relationship Manager Resume Examples & Samples

  • University graduate with minimum 3 years relevant banking experience and proven record in credit and relationship management at reputable institutions
  • Experience in Financial Institutions/Transaction Services/Markets with Relationship Management or Sales focus is preferred
  • Strong credit and analytical skills required
  • Good knowledge of Cash Management, Securities and Fund Services and Markets products is preferred
  • Good written and spoken English. Mandarin is a must
233

Relationship Mktg Specialist Resume Examples & Samples

  • Responsible for support of the CE&A Financial Essential participant communications for use with our clients
  • Provide support to the client teams regarding support materials
  • Coordinate end to end activities associated with an in person / web workshop; including but not limited to scheduling facilitators and on-site logistics, orders within several internal systems
  • Provide reporting and measurement through data entry and scanning
  • Responsible for managing inventory of materials including workbooks, workshop materials and other items
  • Identifying, researching and implementing efficiencies and improvements
  • Requires 3+ years of experience in marketing / client service
  • Strong process management skills
  • Works well in tight timelines and is detail oriented
  • Creative thinking and problem resolution
  • Must be proficient in Excel and PowerPoint
234

Relationship Mktg Associate Resume Examples & Samples

  • Field initial questions from the client teams to support all questions regarding deployment and delivery of workshops
  • Facilitates and drives all the logistics and coordination involved to deliver a successful in person or live web workshop
  • Responsible for ordering and delivery of materials including workbooks, workshop materials and other items
  • Helping to document the end to end process defining all key roles and responsibilities, timing, processes, quality assurance, and measurement
  • Responsible for tracking and reporting on support needed to identify trends and areas for improvement
  • Requires 5+ years of experience in marketing / client service
  • Institutional Retirement Marketing experience a plus
  • Bachelor's degree in Business or related field, or commensurate work experience
  • Effective communicator with strong written and verbal skills
  • Energetic and capable of managing multiple projects simultaneously
  • Position will be AWS
235

Secretary, Relationship Marketing Resume Examples & Samples

  • Managing team calendars & expense reports
  • Assisting with contract administration
  • Processing media requests
  • Paying invoices within SAP
  • Covering team phones
  • Organizing Synergy Summit events
  • Creating professional documents using Microsoft Office programs
  • Minimum of two years related experience
  • Must have strong verbal and written communications skills and interface well with both internal and external partners at all levels
  • Demonstrated computer proficiency in a Windows environment and SAP
  • Demonstrated strong partnering skills
  • Strong organization and time management skills with attention to detail
  • Proven experience with SAP Procurement, Travel & Expense and Personnel functions
  • Ability to work as part of a dynamic team
  • Proven knowledge of the Walt Disney World Resort
  • Bi-lingual (Spanish)
236

VP Premier Relationship Adv PCS Resume Examples & Samples

  • Series 7, 63, 65 or 66 (in lieu of 63 and 65) and life and health insurance licenses
  • Minimum of three years proven nontraditional banking financial sales experience or equivalent
  • Expert knowledge in wealth planning and wealth products
  • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
237

SVP, Relationship Manager Resume Examples & Samples

  • For CCB, that means a partnerwho provides creative client solutions and acts with integrity
  • For CCB, that means a driverwho advances the business and challenges the status quo
  • An optimistic and proactive approach to finding new opportunities for clients, looking beyond immediate business silos and geographic borders
  • Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
  • Experience, education and technical skill requirements to be defined by local market/hiring manager
238

Private Bank-uhnw Greater China Relationship Manager Resume Examples & Samples

  • University degree holder and / or with 5+ years of professional experience in a similar capacity
  • Fluency in English required with Mandarin and / or Cantonese a definite plus
  • Strong leadership and management skills
  • Strong presentation skills, an excellent communicator with client facing experience a definite advantage
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Proven track record on investment sales and / or relationship management performance
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Detail-oriented and results-focused
  • Strong knowledge of local regulatory policies and guidelines
  • Strong knowledge of relevant financial markets and instruments
  • Appropriate local regulatory qualification and licenses
239

Relationship Manager WM Greece Resume Examples & Samples

  • Identification of prospects and management of prospect pipeline
  • Provide extensive knowledge of your target market and develop strong networks with opinion leaders and door openers
  • Provide high quality strategic investment advice
  • Participate in all desk and sales meetings and all other mandatory meetings
240

Agency Relationship Manager Resume Examples & Samples

  • Build and develop mid-level and senior level agency relationships with a focus on driving revenue, agency education and agency satisfaction
  • Serve as an industry thought leader in social media and digital advertising and adapt to Facebook‘s ongoing product and technology developments
  • Partner with client teams to ensure all RFP’s are being captured and there is complete alignment between client and agency Create and deliver consultative sales presentations using industry knowledge, market trends and Facebook marketing solutions
  • Work collaboratively with cross functional teams to drive revenue growth with new and existing customers
  • Always deliver the highest level of customer service and present Facebook solutions in a compelling, positive and professional way to ensure effective client engagement, monitoring of client satisfaction and resolution of client issues and concerns
241

Relationship Manager Asset Servicing Western CH Resume Examples & Samples

  • Provide in depth-analysis and background information to the client with regards to investment reporting
  • Plan and conduct review meetings to maintain relationships to clients and their third party partners
  • Close interaction with sales to on-board new client relationships (transition management)
  • A seasoned and credible professional with profound custody / asset servicing experience
  • In command of a level of seniority which enables him or her to deal credibly with clients and be fully accepted as an appropriate counterpart
  • Strong Asset Servicing relationship management track record
  • Sound working knowledge of Global Custody, Fund Services, Reporting, Investment Management and Control
  • Fluent German, French and Englisch
242

University Relationship Manager Resume Examples & Samples

  • Responsible to develop the long-term Campus Recruitment strategy to effectively meet the business needs pre and post opening of the company
  • Develop meaningful and sustainable relationships with targeted universities, colleges and vocational schools
  • Develop and execute strategic plans for on campus activities including recruitment events, speaking engagements, presentations, and other activities
  • Utilize recruitment tools for technology optimization, process efficiencies, and applicant pool management
  • Ensure excellent communication both within Company and with campus leaders
  • Create employment brand awareness and advance our reputation at targeted campuses through value added work
  • Understand how to improve company's competitiveness, national visibility, and stature within the academic/ education community
  • Develop a deep understanding of perceptions and needs of students, faculty, and administrators to seek opportunities to advance students skills and experiences while advancing the company's desire for qualified talented Cast
243

Relationship Manager, Government Banking Resume Examples & Samples

  • Bachelor’s degree or in lieu of a bachelor’s degree, four years relevant work experience
  • Five years’ experience in commercial banking or related profession
  • Must be self-motivated and proactive
  • Extensive knowledge of credit and non-credit products
244

Product & Relationship Manager Resume Examples & Samples

  • Researching market conditions, future developments and competition. Uses this to provide solutions and information to clients
  • Develops a reputation as a market expert to be relied upon by clients and business managers. Uses market knowledge to analyse and plan for developments to enhance services
  • Develops new products/services to be implemented
  • Develops local service/product delivery strategy and establishes client relationships
  • Builds marketing strategy and initiates customer calls/sales meetings
  • Responsible for relationship issues (e.g. re-pricing, compliance, documentation, etc.)
  • Manages relationship with the clients’ key decision makers
  • Manages projects for delivery of new products/services
  • Complete all tasks in connection with the organization’s activity but not detailed in the current job description, charged by the direct manager, supervisor, or the functional head
  • Must have a comprehensive knowledge of local capital market and competitors
  • Must be familiar with most of Citibank policies (related to Credit, Risk, Legal, A, MIFT, AML) and know the market, customers and local infrastructure entities (Giro, KELER, VIBER)
  • Excellent knowledge of FX, capital markets and securities services products is a must
  • Must be excellent in attention to details and work under pressure
  • 3 to 5 years experience in management of securities operations of business
  • Should possess excellent communication, service, interpersonal, selling and negotiation skills and high level of creativity and flexibility
  • Team player with analytical thinking, integration skills, creativity and flexibility is required
  • Fluent in written and oral English
245

Relationship Manager Associate Resume Examples & Samples

  • Minimum 2 years of credit analysis or financial analysis experience required
  • Minimum 2 years of experience in a banking or financial services environment required
  • Bachelor’s degree in Business, Finance or related area preferred
  • Excellent organizational and analytical skills
  • Good verbal and written communication skills to present clear and precise recommendations based upon analysis for action on loans and loan treatments
246

Relationship Manager Uhnw Russia / CIS Resume Examples & Samples

  • Client/Prospect visits and meetings (including preparation and travelling)
  • Implement a clear strategy for developing the client base (share of wallet), new assets and long term relationships
  • Involve specialists of other divisions and share Best Practices with other RMs, IAs and ISs
  • Manage your client/prospect book in collaboration with IA and IS
  • Collect all relevant KYC information and documentation
  • Interact with WM Support and Process & Risk Specialist (PRS) in order to complete open risk issues immediately
247

GSG Japan Desk Relationship Manager Resume Examples & Samples

  • Manage and grow a portfolio of Japanese subsidiary client relationships across the region, with full accountability for the entire ICG wallet. Be the Regional Account Manager (RAM) for clients with regional treasury centers
  • Originate opportunities resulting in net new revenues for Citi with adequate returns on capital, through cross-sell of the full range of ICG products. Protect existing revenue streams and acquire new client relationships
  • Build strong relationships and senior access to the client organisation, enabling strategic dialogue. Become a true trusted advisor to Regional CFOs / Treasurers. Proactively identify opportunities and structure innovative solutions across products, tailored to client requirements
  • Communicate regularly with in-country SAMs and Corporate Banking PAMs to ensure alignment with client objectives, and consistency in coverage, services and credit strategy for overall relationship growth. Partner with other parts of the bank to drive client satisfaction, build client loyalty, and respond to client escalation issues
  • Maintain continuing awareness of and compliance with the bank’s credit policies and regulatory requirements, and maintain the highest standards of risk management
  • Negotiate credit and product documentation with clients in accordance with the bank’s policies and guidelines
  • Actively engage with the Industry Heads to keep abreast of Industry trends and drive thought leadership
  • Demonstrable experience in a regional / multi-regional product, or RM role
  • Knowledge of TTS, FX, Corporate Finance and Credit products is mandatory
  • International experience through managing Regional / Global cross-border relationships, networks and deal teams required
  • Proven track record of successful relationship management with senior corporate personnel, such as Group Treasury
  • Strong interpersonal skills to work on complex transactions and their implementation
  • Knowledge of Japanese language
  • MA or MBA (beneficial)
248

Relationship Manager, Transaction Banking Resume Examples & Samples

  • Managing the transactional banking requirements for a portfolio clients
  • Building and sustaining strong internal and external relationships
  • Identifying and executing new business opportunities and referrals
  • Understanding and developing all business processes and proactively seek efficiencies internally and for clients
  • Managing ongoing operational risk and building relationships with internal and external risk management teams
  • Hold appropriate tertiary qualifications in finance, economics or related degree
  • Previous experience in a client facing transactional banking role
  • Possess strong relationship and business development skills
249

New Relationship Development Resume Examples & Samples

  • Bachelor’s degree (or a High School Diploma/GED and a minimum of 5 years of sales experience)
  • Minimum of 5 years of progressive sales experience in relevant industry
  • Comprehensive knowledge of Industry-related financial analysis and risk, tax and legal principles and analysis
250

Ccb-mme Relationship Manager Resume Examples & Samples

  • To be the focal point of contact for the multi-national relationships (Korean Subsidiaries in India in Commercial Banking Space) by combining Citi's business proposition and client’s unique and individual needs, fully utilizing best solutions in lending, liquidity management, collections, payments, trade, foreign exchange, treasury and corporate finance
  • To be customers' first and one-stop shop to all their banking requirements, representing Citi's Global Franchise
  • Identify new business opportunities to increase/diversify revenue stream by up-tiering/cross-selling the existing baseline business. Maximize the efficient use of Citi's global business resources
  • Client need-based solution approach/dedication to resolve issues timely, by demonstrating Citi's uniqueness in global network and strong franchise. Cultivate and develop effective relationships with key client contacts
  • Team player with excellent communication and interpersonal skills and ability to work effectively within the India Team and Korea team
  • Customer satisfaction through day-to-day communication with internal/external clients and establish a firm working relationship or uptier it to partnership level
  • Ability to effectively plan, manage time and work independently
  • Manage a set of Korea subsidiaries in close coordination with Senior RM in Chennai
  • Develop business with a set of Korean subsidiaries identified as prospects
  • Up-tier the relationship with key decision makers in the company
  • Closely liaise with PAM team and Korea Risk to ensure adequate support is provided to subsidiaries
  • Identify and erport risks in Korean subsidiaries to India Risk, PAM team and Korea Risk