Relationship Manager, CIBC, Energy

Overview

The Energy Department Americans Division is looking for a Relationship Manager to join the team who will be responsible for the execution of the strategic direction and client relationships within the energy sector. This person will help to develop profitable new business in the Energy industry vertical and the wider SMBC organization. This position will assist in leading origination efforts and co-ordination of activities related to the retention and up-sell opportunities to our strategic clients and drive broader cross-sell opportunities for the Bank.

This position will be responsible for executing against the strategic plan set forth by the Managing Director (MD). This person will maintain and grow the Energy portfolio and provide leadership and direction to deal teams. The relationship manager will ensure coordination of due diligence and work-flow of team members, deliver a positive customer experience, manage risk and elevate risk related concerns, and comply with bank regulations and internal policies and procedures.

Responsibilities

Deliver value-added financing solutions to existing and prospective clients to augment client relationships and obtain transaction mandates

Manage client relationships effectively to improve results and meet revenue targets; responsible for key accounts

Contribute to ideas and assist in implementing business strategy for the team to up tier client relationships, increase penetration in the Energy sector and maximize profitability

Manage the current client portfolio and develop new relationships in order to create growth opportunities and maximize return on risk assets and minimize credit loss

Work with product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs

Leverage the expertise and capabilities of other SMBC businesses in alignment with the strategy of the Bank

Handle complex opportunities with strategic clients using networks, often at the Treasurer/CFO level; or assist in resolving difficult client issues

Responsible for covering clients and assisting the team in elevating and enhancing the visibility of SMBC's role in the bank-client relationship leading to an increased level of strategic dialogue with clients and increase departmental revenue

Represent the company as required, including attendance of important functions, industry events and conferences

Provide guidance and direction to junior members of the execution team

Qualifications

Deep knowledge of the Energy sector and understanding of credit and the Bank's full suite of products

Expert knowledge of loan structuring, pricing dynamics and debt capital structure across corporate ratings grid

Proven ability to originate and close deals complex deals, develop creative financing solutions, cross-sell bank products and manage risk

Deep ability to build a network of relationships across SMBC to obtain a detailed understanding of the overall needs of our corporate clients globally to facilitate seamless execution

Ability to develop and maintain a strong network of C-suite level contacts with high profile and strategic clients

Deep understanding of market trends with the ability to react quickly to changing market conditions

Able to work with and earn credibility with senior management and is viewed as being collegial, collaborative and a value-added partner in a matrixed organization

Expert knowledge in regulatory framework in the region and well versed in internal policies and procedures

Demonstrated business development skills and proven ability to lead a deal team

Understanding clients M&A strategy and generate ideas along those lines to further integrate investment banking collaboration

Prior responsibility for delivering results and successful managing a deal team. 10+ years of experience managing relationships within the Energy sector at a Bank or Investment Bank

BA required

MBA preferred

Series 79 & 63 required

MS Office Suite - Word, Excel, PowerPoint; Bloomberg

Domestic travel required and some international travel