Financial Institutions Relationship Manager
London
Permanent
Circa £65,000 - £75,000
cer Financial are working alongside a London based bank who are looking for a Financial Institutions Relationship Manager to join their team on a permanent basis.
The purpose of this role is to manage the firms relationship with financial Institutions within the branch’s jurisdiction and to promote business and sales regarding all treasury products(MM, FX and Derivatives) with our clients using the highest quality standards and within the firms policies and procedures and UK regulations. Target market identification and Client acquisition. Database creation and management for Financial Institutions, identifying products and contacts for Treasury and Sales.
The Responsibilities of a Financial Institutions Relationship Manager:
· To promote the Bank’s name with our counterparties, providing Investor Relation information whenever need, in order to allow sustainable growth in the funding raised at competitive costs;
· To prepare simplified business plans and credit limit proposals of Financial Institutions within their jurisdiction to be submitted to Credit Approval at Head Office;
· Maintain and develop existing and new customers through appropriate propositions and ethical sales methods, and relevant internal liaison, to optimise quality of service, business growth, and customer and satisfaction.
· Use customer and prospect contact activities tools and systems, and update relevant information held in these systems.
· Plan and manage personal business portfolio/territory/business according to an agreed market development strategy.
· Monitor and report on market and competitor activities and provide relevant reports and information.
· Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.
· Attend and present at external customer meetings and internal meetings with other company functions necessary to perform duties and aid business development.
· To evaluate new markets and suggest business strategies regarding markets under Branch‘s jurisdiction.
· To monitor market conditions in order to propose ALM preventive actions.
· To be aware of political, economical and financial developments worldwide and to advise the DGM and GM on the markets and contribute to policy making.
· To observe Group policies, the IN (see H/O intranet), UK Law and FSA regulations and guidelines
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