IMI CIB - Assistant Relationship Manager
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Scope and Purpose
Provide daily and operational support to the Relationship Managers in developing and maintaining the relationships with International Corporate clients. Contribute to ensure coordination between product teams, clients and RMs across geographies and to the achievement of the economic targets of the portfolio under management.
- Collaborate with the onboarding process of the clients;
- Prepare the reassessment infopack based on internal compliance requisite;
- Prepare the Onboarding Mifd and EMIR for client dealing with derivatives;
- Support BA and RM in preparing management reports for new and existing clients mainly finalized to internal credit approval requests;
- Knowledge of main banking products, credit standards, banking services and provide efficient customer services;
- Prepare pitches and marketing coverage presentations under the supervision of the BA and RM and in coordination with product teams by taking into account the client profile and its financial needs;
- Profitability control and administrative management of a portfolio of clients in compliance with internal company policies;
- Deal with clients' requirements, relay their requests and ensure that the latter are well executed and satisfactorily managed
Required Experience
1-2 years of experience in the banking industry is required
Required Qualifications, Skills and Knowledge
- Master’s degree in banking and finance, economics or related
- Good Knowledge of banking products, especially in the syndicated loan, trade and structured export finance areas
- Strong economics and credit analysis fundamentals
- Documents processing
- Credit analysis
- Pitching
- Pitch preparation
- Proficiency in Spanish
- Proficiency in English
- Italian language is a plus
- Good knowledge of Microsoft Office Pack office
About us
We are the leading banking group in Italy and one of the Top Tier in Europe. Join us and be part of our successful story!
With over 20 million customers in Italy and abroad, we are a true engine of sustainable growth, with a strong commitment to the environment and a tangible impact on society. People are our driving force. We take care of them and foster an inclusive culture where everyone feels valued and empowered.
Join an international and innovative Group. Don't wait for the future, choose it!
#sharingfuture
We guarantee an inclusive and equal environment. We will consider all applicants regardless of race, religion, sexual orientation, gender identity, marital status, national origin, age, disability, or any other protected category in compliance to D.lgs. 198/2006, 215/03 and 216/03.
For the evaluation of the application, the data will be processed by Intesa Sanpaolo S.p.A. as Data Controller. We invite you to review the dedicated Privacy Information Notice for more details.
