Senior Relationship Manager - Financial Institutions Coverage - Michael Page

Overview

• Exposure to a global network within the financial services industry.
• Collaborative and professional work environment.

About Our Client

Job Description

• The role reporting to the Head of Financial Institutions will have the following responsibilities:
• Lead and support origination activities across FI, NBFI and SWF client segments.
• Manage client relationships, take responsibility for specific client accounts and contribute to regional revenue objectives.
• Prepare and deliver marketing materials, pitchbooks, term sheets, transaction summaries and externally facing documentation.
• Structure financing solutions in collaboration with product partners across corporate finance, capital markets and other specialist teams.
• Support the execution of live transactions including due diligence, financial analysis, internal processes and compliance requirements.
• Conduct market and client research, attend client meetings and represent the team at relevant industry events and presentations.
• Build and maintain strong relationships with internal stakeholders across regional coverage, credit, legal, operations and global teams.
• Train and support junior colleagues as required, helping manage workstreams and ensuring adherence to internal procedures.
• Manage multiple tasks under tight timelines while coordinating across departments and regions.

The Successful Applicant

• The candidate should have the following:
• 8-12 years' experience in Financial Institutions Coverage at a leading bank
• Degree-educated, ideally with a postgraduate qualification; CFA preferred.
• Strong understanding of FI, NBFI and sovereign wealth clients, including market dynamics and product sets relevant to these segments.
• Deep knowledge of banking products, FI credit, structuring and documentation requirements.
• Excellent financial modelling, numerical and analytical skills.
• Proven ability to prepare high-quality pitch materials and manage origination pipelines.
• Strong communication skills with the ability to engage senior stakeholders internally and externally.
• Demonstrated ability to work under pressure, juggle multiple priorities and operate effectively within small, dynamic teams.
• Collaborative mindset with experience coordinating internationally across different functions and levels of seniority.

What's On Offer

• Exposure to a global network within the financial services industry.
• Collaborative and professional work environment.

Gitika Aggarwal