Associate Director, Relationship Manager

Duties

• Manage relationships with US and Canadian domiciled Insurance and Public Pension Fund clients to originate new business for Standard Chartered.
• Conduct extensive client research such as the review of financial statements to discuss potential opportunities or areas of concerns with the client.
• Preparation of material for client meetings including pitch books for discussion materials and briefing notes to provide potential areas of discussion and summarize the current client relationship.
• Post client engagement, ensure that follow-up items are shared and actioned appropriately by respective product partners.
• Create and present submissions to the bank’s regional and global credit application forums to obtain approvals for new lending transactions.
• Provide support on new business transactions, including deal execution support, credit documentation, onboarding documentation, loading limits and deal drawdowns.
• Create Account Plans for key clients across the portfolio, including projections for revenue, liabilities and risk weighted assets, and key pipeline opportunities.
• Ensure that all relevant client team members and internal stakeholders have been appropriately engaged in respect to planning and communication with each respective client.
• Work alongside product partners to provide clients with pricing for transactions across cash management, trade, lending and financial markets.

Requirements

• Must have a Bachelor’s degree or foreign equivalent in Finance, Economics, or a related field and one (1) year of experience in the position offered or in a related position.
• Must have one (1) year of experience with:
• Utilizing Microsoft Excel to analyze and interpret complex financial data sets, including cash flow projections, client revenue forecasts, and risk-weighted asset models;
• Applying advanced Excel functions to support financial modeling and scenario analysis;
• Analyzing corporate financial statements to assess financial health and creditworthiness;
• Preparing client-facing presentations by transforming multi-dimensional financial data into dynamic visualizations using advanced Excel modeling and PowerPoint design tools to support strategic decision-making and client engagement;
• Monitoring and synthesizing information from financial statements, credit rating agency reports, and global macroeconomic news to identify potential business development opportunities with corporate clients;
• Calculating and interpreting key financial metrics such as EBITDA, net debt/EBITDA, net debt/equity, net income, and return on equity;
• Using these metrics to evaluate client credit risk profiles and support decision-making in credit assessments.

Pay

$165,000 - $180,000/year

Hours

Full time; Mon – Fri (40 hours per week)

Contact

To apply, click “Apply Now” or email your resume to SCBAmericas.TA@sc.com.