Regional Relationship Manager, Institution Lending
2 weeks ago
Job Overview:
As a Relationship Manager for Lending focused on serving Family Offices, your primary responsibility will be to cultivate and manage strong relationships with high-net-worth individuals, families, and their associated entities.
Your expertise in lending and financial products will be crucial in tailoring lending solutions to meet the unique financial goals and needs of family office clients.
This role requires a deep understanding of lending strategies, exceptional interpersonal skills, and the ability to provide personalized financial advice.
Key Responsibilities:
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Relationship Management:Develop and nurture relationships with family offices, high-net-worth individuals, and related entities, serving as a trusted advisor and primary point of contact.
Understand clients' financial objectives, risk tolerance, and liquidity needs to provide tailored lending solutions.
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Lending Strategy and Solutions:Collaborate with clients to assess their lending requirements, including real estate financing, asset-based lending, liquidity management, and other financial needs.
Design and present lending solutions that align with clients' short-term and long-term financial goals.
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Credit Analysis and Risk Assessment:Conduct thorough credit assessments of clients, analyzing financial statements, credit histories, and other relevant data to evaluate creditworthiness.
Collaborate with credit risk teams to determine suitable lending terms and conditions.
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Lending Structuring:Develop customized lending structures that consider tax implications, estate planning, and wealth preservation strategies relevant to family office clients.
Coordinate with internal teams to ensure lending solutions comply with regulations and internal guidelines.
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Client Advisory:Provide expert financial advice and recommendations to clients, taking into account their broader wealth management and financial planning goals.
Offer insights on market trends, investment opportunities, and risk management strategies.
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Deal Origination and Execution:Identify lending opportunities within the family office network and wider market through networking, industry events, and collaboration with business development teams.
Lead lending deal negotiations and oversee the execution process, including due diligence and documentation.
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Portfolio Management:Monitor the performance of lending portfolios, track repayment schedules, and assess ongoing credit risk.
Proactively address any potential issues or challenges to ensure optimal portfolio performance.
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Reporting and Documentation:Maintain accurate and comprehensive records of lending transactions, client interactions, and credit assessments.
Prepare regular reports for clients and internal stakeholders, summarizing lending activity and portfolio performance.
Qualifications and Requirements:
- Bachelor's degree in Finance, Economics, Business, or a related field; Master's degree preferred.
- A minimum of 5 years of relevant experience in lending, credit analysis, or relationship management within the financial industry, with a focus on family offices.
- Strong understanding of financial products, lending structures, and credit risk assessment methodologies.
- Familiarity with the needs and dynamics of family offices, including wealth management, estate planning, and tax considerations.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work collaboratively across teams and adapt to changing client needs.
- Professional certifications such as CFA, CFP, or relevant industry certifications are a plus.
- Strong ethics and compliance mindset.
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