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Senior Relationship Manager
2 months ago
We are seeking a seasoned Senior Relationship Manager to join our growing Healthcare vertical within Citis Commercial Bank (CCB). This role will be part of the Life Sciences Group within the Emerging Corporates Group, targeting private and public emerging growth companies in the Medical Device, Tools & Diagnostics, Life Sciences, and Digital Health industry sub-segments.
The ideal candidate will have a proven track record in originating new relationships and acquiring new business, with a strong understanding of commercial banking products and a ability to evaluate and meet clients needs by efficiently utilizing the banks resources across the globe.
The Senior Relationship Manager will work closely with partners in Cash Management, Capital Markets, FX Risk Mitigation, International Trade, Working Capital Management, and specialty lending to conduct in-depth analysis and propose customized solutions.
Responsibilities:
- Self-originate new business, including identifying target clients, proactive account planning, effective pipeline management, building and leading collaborative deal teams, leading on client and prospect pitching activity, and executing transactions.
- Maintain strong sales and self-origination disciplines, including direct calling and marketing, professional network referrals, and sector influencer referrals.
- Establish a strong understanding of clients and prospects banking and financing needs, particularly how clients will benefit from Citis unique global offering across International Cash Management, Capital Markets, FX Risk Mitigation, International Trade, and Working Capital Management solutions.
- Manage key client stakeholder relationships, including CEO, CFO, and Treasury, and bring the whole bank to the client to ensure exceptional client service.
- Develop and maintain strong ties with Citis Commercial Banking teams across the global network, particularly CCB colleagues working across the Healthcare sector vertical and CCB colleagues supporting subsidiary businesses overseas.
- Represent CCB across the Healthcare sector, establishing a sales and marketing plan, attending events, and leading on social media activity.
- Ensure compliance with regulatory requirements and Citis policies and guidelines at all times.
Qualifications:
- 10 or more years of experience in Corporate Banking/Commercial Banking, preferably in the Healthcare vertical, with a minimum overall banking experience of 15 years.
- Sound knowledge of commercial banking products.
- Proven track record in originating new relationships and acquiring new business, with excellent client relationship skills.
- Possess superior communication, interpersonal, and influence skills that facilitate successful client pitches and proposals.
- Strong quantitative and analytical skills.
- Formal credit training preferred.
- Experience working with different capital structures and capital markets teams preferred.
- Bachelors degree required; Masters degree preferred.
- Must be able to secure and/or maintain licenses SIE, 79, and 63.
