MS
Morgan StanleyPlatinum Relationship Manager
Platinum Relationship Manager retaining and growing E*TRADE’s most valuable clients. Providing exceptional service and support while managing client relations within Morgan Stanley’s offerings.
About the role
- Work closely with senior bankers to provide overall relationship management support
- Provide a wide range of treasury and corporate finance solutions, including day-to-day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets (fixed income and bank), share repurchase, and interest rate and equity derivatives
- Support bankers in cross-selling Citi’s full spectrum of products and services to generate revenue by identifying and responding to customers’ financial, advisory, transactional needs
- Conduct marketing and execution activities in coordination with Bankers, Relationship Analysts and Associates, Citi’s international offices and product/investment banking partners
- Responsible for developing knowledge of all credit, transactional and franchise risks in coordination with senior coverage officers to facilitate deal execution and risk mitigation processes, including the preparation of credit approvals, obtaining Capital and Risk approvals, and supervising transaction return calculations
- Evaluate public filings, research reports, operations, business plans and financial forecasts to produce strategic and financial analyses
- Continuously stay informed of best practices and market and industry trends
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Requirements
- 2-5 years of relevant experience
- Experience in Finance or closely related areas of Business Administration
- Proven and progressive related lending/credit experience or equivalent product experience
- Demonstrated credit skills, including a background in credit
- Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred
- Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process
- Consistently demonstrate clear and concise written and verbal communication
- Demonstrated planning, negotiation, organizational and analytical skills
Benefits
- Health insurance
- Professional development
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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