Financial Relationship Manager

3 weeks ago


New York, New York, United States Trevose Partners Limited Full time

Trevose Partners Limited is a leading company in the corporate banking sector, and we are seeking a Financial Relationship Manager - Corporate Sector to join our team. In this role, you will be responsible for promoting banking products and services to financial institutions within the assigned sector.

This is a full-time position that requires a bachelor's degree in business, finance, or a related field and 5+ years of client-facing experience, ideally in the NBFI sector. You will need to analyze client needs, identify business opportunities, and oversee risk management.

The salary for this role is estimated to be in the range of $145,000 - $180,000 per annum. In addition to your base salary, you will also receive a competitive benefits package and opportunities for professional growth and development.

Your key responsibilities will include:

  • Conducting credit ratings and preparing credit applications
  • Managing the credit application process in coordination with the Credit Approval Department
  • Overseeing the closing process, ensuring all documentation is compliant
  • Performing ongoing credit analysis and risk assessments
  • Monitoring covenants and escalating any issues to portfolio managers

You will also be required to implement remediation plans, collaborate with relevant teams, and participate in meetings to uphold risk management accountability.

To succeed in this role, you should possess excellent problem-solving and analytical capabilities, be proficient in Microsoft Office and financial analysis software, and have strong communication skills in English, both written and verbal.

We offer a dynamic and fast-paced environment where you can thrive and manage multiple priorities. If you are a motivated and experienced professional looking for a challenging role, please apply now.



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