Relationship Manager
4 weeks ago
The Private Equity group was founded in 2012, and has added over 150 clients and grown its loan portfolio to over $2 billion in six years. The group has clients in every major pocket of capital in both the U.S. and in China, ranging in size from $100MM in AUM to over $30 billion. Private Equity is the largest specialized industry group in the Bank.
East West Bank is currently seeking a Relationship Manager for our Private Equity business in the Eastern U.S. This individual will work with the Managing Director and other relationship team members in sourcing new business, structuring and underwriting loans, and managing relationships with a variety of private capital firms.
As an East West Bank employee, you will be part of a rapidly-growing and financially strong organization
that provides career path development opportunities while serving a large and profitable market.
Responsibilities- Grow the existing portfolio of private equity and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
- In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
- Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
- Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
- Mentor other team members including Portfolio Managers and Analysts.
- Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events.
- 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking private equity firms;
- Experience in dealing with a wide array of corporate clients and credit structures;
- Thorough knowledge of the banking and financial services industries;
- Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
- Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;
- Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;
- Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;
- Ability to write clearly and concisely in both internal credit memos and client communications.
- Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.
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