Associate Director, Institutional Banking

Overview

In this role, you will cultivate and manage a portfolio of institutional clients, driving growth and identifying opportunities to support their strategic objectives. You’ll work closely with cross-functional teams to deliver tailored products and high-quality client experiences, while preparing briefs and pitch materials for meetings. You’ll help maintain credit quality and contribute to market-facing leadership within the Financial Services Business. This role blends relationship management with financial analysis to create long-term value for clients and the firm.

Responsibilities

• Develop and manage relationships with a portfolio of institutional clients and internal stakeholders to drive growth
• Enhance customer satisfaction and advocacy by offering tailored products and services
• Prepare well-researched briefs and pitch books for customer and prospect meetings
• Utilize contact and strategy planning tools to identify and meet client needs while delivering high-quality interactions
• Act as a visible presence in other parts of the business and external market
• Support senior management in assessing and analyzing customers' financial information
• Maintain high credit quality of the portfolio in collaboration with senior colleagues
• Provide day-to-day leadership within the FSB relationship team
• Collaborate with customers and colleagues to build trust and long-term sustainable value

Key requirements

• Highly developed interpersonal, negotiation, and networking skills, preferably from a sales environment
• Proven leadership to drive income through multiple business channels
• Awareness of financing and risk management trends to develop innovative solutions
• Strong market awareness and understanding of economic and financial outlook
• Track record of delivering high-quality outcomes and building strong customer relationships in an institutional setting
• Ability to perform detailed risk analysis and debt structuring

• interpersonal skills
• negotiation
• networking
• risk analysis
• debt structuring
• financing

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