Relationship Manager Financial Institution Specialist

4 days ago


New York, New York, United States Trevose Partners Limited Full time
Company Overview:
Trevose Partners Limited is a reputable banking firm seeking an experienced Relationship Manager to support their Financial Institution products and services. This role focuses on promoting banking solutions to financial institutions within the assigned sector.

Salary Range: $135,000 - $165,000

Job Description:
Business Development and Client Management:
- Identify client needs and potential business opportunities through thorough analysis.
- Establish and nurture business relationships, ensuring timely delivery of appropriate solutions.

Due Diligence and Compliance:
- Assess money laundering and terrorist financing risks associated with clients.
- Ensure KYC profiles are accurate and complete for all clients.

Credit Analysis and Lending:
- Conduct credit ratings, loan classifications, and prepare credit applications.

Credit Monitoring:
- Perform ongoing credit analysis and risk management to mitigate potential risks.

Risk Management and Remediation:
- Implement the branch's remediation plans and collaborate with other teams.

Additional Responsibilities:
- Adhere to regulatory policies and participate in training sessions.
- Assist leadership with industry research and team reports.

Qualifications:
- Bachelor's degree in business, finance, or related fields.
- 5+ years of experience in client-facing roles, preferably within the NBFI sector;

Skills:
- Strong attention to detail and time management abilities.
- Excellent problem-solving and analytical skills.
- Proficient in Microsoft Office and financial analysis tools.
- Effective communication skills in English, both written and verbal.



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