VP Relationship Manager Job Description
VP Relationship Manager Duties & Responsibilities
To write an effective VP relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included VP relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
VP Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for VP Relationship Manager
List any licenses or certifications required by the position: HKSI, HK, II, CACS, CTFA
Education for VP Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the VP relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, Education, Management, MBA, Marketing, Business/Administration, Associates
Skills for VP Relationship Manager
Desired skills for VP relationship manager include:
Desired experience for VP relationship manager includes:
VP Relationship Manager Examples
VP Relationship Manager Job Description
- Establish a robust and constructive network amongst the sales and sales support population
- Formulating Client Centric Business Plans
- Manage the various Service Support organizations to ensure a high level of service
- Maintain and acquire client portfolios in commodity sector
- Front the clients and structure trade finance facility according to their needs
- Conduct credit and financial analysis
- Optimize revenue by managing existing clients and new clients
- On the account
- You will have direct ownership of a number of our consultant relationships and serve as the primary contact within GSAM on their views regarding investments
- Prepare for and attend consultant research meetings group educational meetings and one-on-one client consultant meetings
- Proactive with a high level of attention to detail
- Strong product knowledge and credit skills
- Serve as the client advocate within the firm at strategic level, ultimately responsible for client satisfaction
- Good working knowledge of Investor Services product suite relating to UK Pension and Charity clients – Fund accounting, custody, securities lending, FX, cash management and collateral management
- Previous experience in working with a large corporate bank
- Minimum of 5 years of relative industry experience and currently at VP level
VP Relationship Manager Job Description
- Participate in Cross-Product service reviews with clients and internal ops managers to identify improvement opportunities for both JPM and client
- Serve as issue escalation point, internally and externally, for any issue that requires senior focus to improve performance
- Significant improvements around client service performance and Technology initiatives Connectivity, STP, CTQ performance, achieving client service level expectations
- Successfully influence to change operating processes to improve STP rates and reduce breaks/exceptions
- Ability to successfully manage/execute projects and initiatives associated with the Client Agenda across multiple product and post-trade functional areas
- JPM CIB Markets Operations to be recognized by Clients as best in class for Operations relationship management
- Pro-actively drive the progress of the program and challenge status quo
- Manage and lead a potential team of Project Managers, working on topics within Client Care portfolio (inside and outside of StepUp Program)
- Pick up new topics, understand priority and setup inital governance
- Manage Target Operating Model for various delivery streams in Client Care and CRM
- An understanding of the core products and functions that GS Operations support includes Derivatives, Securities, FX, Clearing and Collateral Management
- Sell appropriate core financial services products to meet customer needs while developing and expanding account relationships (excludes sales of Consumer Mortgage Products, investment and insurance products)
- A minimum of 7 years of relative industry experience and currently at VP level
- Aptitude for building relationships and engaging in strategic conversations with clients
- An understanding of the core products and functions that GS Operations support including Derivatives, Securities, FX, Clearing and Collateral Management
- An understanding of Industrialization technology tools and how they can be utilized to drive the
VP Relationship Manager Job Description
- Collaborate with product teams such as lending, trade finance, cash management, capital market to cross sell products and financial solutions
- Work closely with other offices to enhance cross-geographical marketing and leverage the capabilities of the bank
- Analyze and assess client needs with strategic action plans
- Work closely with credit team for managing portfolio risk
- Work with Lead Human Resources consultants, their teams and management to develop and maintain annual incentive plans (both domestic U.S. and international) that support a strong pay for performance environment
- Provide custom reports and analyses to clients to ensure compensation programs align with both the business and compensation strategy and that they are market competitive
- Support finalization of the global grading and structure development for assigned businesses
- Partner with sales management, human resources, marketing and finance to develop and monitor sales compensation programs that drive business results
- Maintain and manage policy interpretation, plan governance, and review of plan effectiveness and design as needed
- Provide market intelligence for the investment professional populations (both domestic and international) for client businesses including managing the survey process for the investment population, providing market data as needed for plan development and employee benchmarking to assess market competitiveness
- Excellent business development skills and performance driven
- Strong product knowledge in international commodity trade finance business
- Permanent and/or unrestricted authorization to work in the U.S. required
- Direct the management of all account relationships within an assigned portfolio through a combination of face-to-face, phone and written communication channels
- Act as transaction processing consultant for clients providing alternative processing solutions & options
- Work as part of cross-functional project teams, collaborating with Global Corporate Bank, Treasury Services and Global Enterprise Solutions and US and European Commerce Solutions Sales to win and on-board Global Clients with multi-jurisdictional needs and stakeholders
VP Relationship Manager Job Description
- Manage the year end compensation process for assigned clients, including salary, annual incentive and equity awards
- Manage select Compensation Committee reporting processes for Investment Professional Incentive Plans, Investment Professional Incentive Plan cash incentive accruals, and carried interest/co-investment Plans
- Conduct training and education on compensation programs for clients as needed
- Maintaining and developing existing and prospective client relationships through on-going dialogue
- Contribute towards the overall team budget by generating leads from existing clients and prospects
- Work in coordination and collaboration with team members that focus on client service delivery aspects
- Work collaboratively with colleagues across the wider Nordic team in both Nordic Retail and Nordic iShares, to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies
- Work with credit and underwriting to comply with all credit requirements all policy matters
- Partner with constituent departments such as underwriting, credit, Treasury management sales, Capital markets, Wealth & Asset Management
- Coordinate business development and account management activity across EMEA
- Partner with Middle Office and Operations in the identification and delivery of productivity and efficiency opportunities
- Partner with ICM, Middle Office, and Operations in covering priority clients from a post-trade perspective
- Fundamental understanding of all CIB markets products
- Strong knowledge and experience in end-to-end post trade functions including (trade processing, collateral, valuations, confirmations, settlements)
- Adapts easily to different cultures and appreciates cultural subtleties
- Is poised and has sound communication skills
VP Relationship Manager Job Description
- Prepare credit applications in compliance with bank's policies, guidelines and industry regulations
- Monitor account performance to ensure good utilization of facilities and proper control of credit and operational risks
- Coach junior staff and back up other team members to achieve overall team target
- Review and input into control metric monitoring processes
- Responsible for generating loans from clients in the designated segment
- Primary outside sales focus includes demand deposit/operating accounts, cash management and other payments services, term Loans, Lines of Credit, Commercial Real Estate Loans, and various other commercial banking products and services
- Analyzes financial data and submits complete credit packages to the Credit Center for underwriting
- Continually identifies new prospects and develops and presents effective marketing approaches to prospects, primarily through on-site visits
- Plans long-term and short-term business objectives, including preparing and updating business plans
- Acts as liaison between Credit Center and prospect/client
- Is detail-oriented and results driven
- Performs under pressure
- Identifies unusual opportunities to delight the client or prospect
- Identifies all possible opportunities to improve the profitability of each client covered
- Runs the extra mile for the client or prospect
- Is an unconditional team player