About The Position

Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio. Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met. Identifies cross-sell opportunities to deepen and increase share of wallet. Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) Networks with clients to identify avenues for new business opportunities. Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

Requirements

  • 10 plus years of experience
  • Business development, banking and investment products and process
  • Demonstrated interest in life sciences, innovation industries, and investors in the innovation economy
  • Proven track record of revenue generation
  • Demonstrates sound credit skills by being able to structure more complex deals.
  • FINRA Licensing - SIE, Series 63 & 79; required to obtain within 90 days of employment
  • Exceptional collaboration and Relationship Management building skills
  • Ability to coordinate multi-functional teams to provide an exceptional client experience.
  • Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership)
  • Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs.
  • Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
  • Strong communication skills; written & verbal
  • Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint
  • Education - Bachelor's/University degree in Finance, Economics or Accounting

Nice To Haves

  • Interest and/or experience in advances in biopharmaceutical science and business a plus
  • Experience with Salesforce, Pitchbook, FactSet a plus

Responsibilities

  • Handling staff management issues, including resource management and allocation of work within the team/project.
  • Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
  • Introduces solutions to clients in building and strengthening an effective portfolio.
  • Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs
  • Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met.
  • Identifies cross-sell opportunities to deepen and increase share of wallet.
  • Maximizes client experience by proactive sharing markets updates, trend and intelligence
  • Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
  • Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
  • Networks with clients to identify avenues for new business opportunities.
  • Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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