NBFI Relationship Manager
LevelUP HCS, New York, NY, United States
Summary
The primary responsibility will be covering Insurance groups operating in North America and Bermuda. The RM will also provide backup support to non-insurance clients within NBFI NY’s coverage mandate that includes financial sponsors, asset managers, hedge funds, broker-dealers, leasing, credit card and finance companies. Responsibilities
Market the bank's regional and global products and services to clients by working closely with product specialists to align the bank’s capabilities with client’s needs Maintain strategic dialogue with the client while developing an awareness and understanding of their business and global banking needs. Contribute to the development of market analyses and client pitch books in collaboration with Product Partners. Write summary notes after client meetings. Distribute and follow-up with client and internal stakeholders. Work closely with Credit Officers to ensure any new and/or existing clients remain within the bank’s risk guidelines. Exercise discretion and independent judgment in the preparation of “new business” submissions and “Credit Applications” Work closely with product partners on market analyses as well as determining client opportunities Build in-depth knowledge across the insurance sector by engaging with other NBFI RMs, Product Specialists, while working closely with clients and industry specialists Qualifications
Minimum 5 years of work experience focused on working closely with Insurance companies and affiliated investment management subsidiaries Expertise or strong understanding of Corporate & Investment Banking products/solutions Strong credit background Excellent written & verbal communication skills for internal and external communication Strong executive functioning skills including organizing, coordinating, attention to detail and decision making Bachelor’s equivalent required. Master’s and/or post graduate studies involving insurance risk management a plus.
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The primary responsibility will be covering Insurance groups operating in North America and Bermuda. The RM will also provide backup support to non-insurance clients within NBFI NY’s coverage mandate that includes financial sponsors, asset managers, hedge funds, broker-dealers, leasing, credit card and finance companies. Responsibilities
Market the bank's regional and global products and services to clients by working closely with product specialists to align the bank’s capabilities with client’s needs Maintain strategic dialogue with the client while developing an awareness and understanding of their business and global banking needs. Contribute to the development of market analyses and client pitch books in collaboration with Product Partners. Write summary notes after client meetings. Distribute and follow-up with client and internal stakeholders. Work closely with Credit Officers to ensure any new and/or existing clients remain within the bank’s risk guidelines. Exercise discretion and independent judgment in the preparation of “new business” submissions and “Credit Applications” Work closely with product partners on market analyses as well as determining client opportunities Build in-depth knowledge across the insurance sector by engaging with other NBFI RMs, Product Specialists, while working closely with clients and industry specialists Qualifications
Minimum 5 years of work experience focused on working closely with Insurance companies and affiliated investment management subsidiaries Expertise or strong understanding of Corporate & Investment Banking products/solutions Strong credit background Excellent written & verbal communication skills for internal and external communication Strong executive functioning skills including organizing, coordinating, attention to detail and decision making Bachelor’s equivalent required. Master’s and/or post graduate studies involving insurance risk management a plus.
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