Relationship manager

General information

Entity

About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)

Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities.


For more information, please visit www.ca-cib.com

Twitter: https://twitter.com/ca_cib
LinkedIn: https://www.linkedin.com/company/credit-agricole-cib/

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.   

Reference

2025-100218  

Update date

07/05/2025

Job description

Business type

Types of Jobs - Finance / Accounting

Job title

Relationship manager - VP/Director

Contract type

Permanent Contract

Job summary

JOB TITLE:

 

Relationship Manager

 

 Key Responsibilities

 

Provide Origination and Client Coverage support to Managing Director, including client relationship management functions.
 

Use in-depth understanding of the Credit Agricole Group’s product offering and network to advance business development efforts with the Team’s clients and prospect relationships.
 

Independently maintain internal and external responsibility for certain aspects of client relationships; working together with Managing Director, take lead with certain clients to be developed especially new prospects focused in the Power and Energy sectors, including energy transition.
 

Understand each client’s strategy, businesses and financial situation, and anticipate its needs for financial services
 

Map client’s internal organization and identify key decision makers to develop strong relationships and foster multi-products/multi-countries relationships between the Bank and the client.
 

Develop and then leverage for the Bank’s benefit an in-depth understanding of clients’ and prospects’ strategies and business focus areas.
 

Assist in developing and managing global revenue budgets for each primary coverage client.
 

 

Liaise with product groups and international counterparts regarding (1) new and existing business opportunities and (2) internal matters, including credit approvals and pitches.
 

Cultivate and upgrade prospect list for future client development.
 

Oversee: briefing memos; internal and external presentations; financial models and pro forma capital structures; credit request and approval process for new transactions, amendments and annual reviews; monitoring and ongoing compliance with all Know Your Customer requirements, internal monitoring requirements, portfolio reviews, etc; analyzing risk/return metrics on all stand-alone transactions and client relationships.
 

Progressively tale responsibility of a P&L portfolio in a prime origination function
 

Act as Sector expertise leader internally and externally, attend and participate to industry conferences and panels in an active way
 

Act as first line of defence in a primary origination role by vetting counterparties, opportunities and risk/reward metrics
 

 

 

SPECIAL ROLE REQUIREMENTS: 

 

 Must be willing to travel

 

Salary Range: $180k-$230k. 

#LI-DNI

Position location

Geographical area

America, United States Of America

City

NEW YORK

Candidate criteria

Minimal educati