Redwood Recruitment is delighted to partner with a leading financial services platform serving sophisticated investors, family offices, entrepreneurs, and professional market participants globally.
The RoleWe’re seeking an experienced Relationship Manager to build and expand relationships with HNW/UHNW individuals, family offices, business owners, and professional investors. This is a client-focused, entrepreneurial role offering the agility of a boutique with the backing of an institutional platform.
Key Responsibilities
- Manage and grow a portfolio of sophisticated client relationships.
- Identify and secure new business through networks and referrals.
- Advise clients on investment, financing, and advisory solutions.
- Collaborate with investment, product, and execution teams.
- Maintain the highest standards of professionalism and compliance.
- Increase client engagement and wallet share.
Who We’re Looking For
- Experience in Private Banking, Wealth Management, Family Office Advisory, Investment Advisory, or Institutional Coverage.
- Proven track record of building and managing sophisticated client relationships.
- Strong commercial instincts with entrepreneurial drive.
- Well-connected with HNW/UHNW or professional investors.
- High professionalism and regulatory awareness.
- To find out more about this exciting opportunity reach out to David to arrange an exploratory chat.aPrepare transaction screening papers, credit appraisal reports, internal credit recommendations and approval memos for syndicated corporation, acquisition, structured and project finance transactions.
- Support primary and secondary loan market activities including distribution strategy, pricing analysis and investor targeting.
- Conduct detailed financial statement analysis, financial models’ assessments, sensitivity analysis, scenario testing and cash flow forecasting.
- Review transaction structures including sources & uses, security package, covenant package, repayment profile and risk allocation.
- Review and comment on commercial financing documentation including mandate letters, term sheets, information memoranda, fee letters, LMA-based finance documents and intercreditor arrangements.
- Perform borrower analysis and financial spreading using approved internal systems (Credit Lens) and coordinate with Credit Risk for internal rating validation.
- Assess transaction profitability using RAROC, ROE, economic capital, pricing and portfolio return metrics on specific deal and on portfolio levels.
- Conduct necessary annual reviews for deals/transactions portfolio as deemed necessary and required per Bank’s policy.
- Coordinate internal approvals across Credit, Legal, Compliance, Operations, Treasury, ESG, Finance and senior management.
- Support due diligence activities including technical, legal, insurance, environmental & social and market due diligence.
- Monitor execution milestones from origination through financial close, documentation, conditions precedent, signing, disbursement and post-closing follow-ups.
- Monitor portfolio performance including covenant compliance, waivers, amendments, annual reviews, watchlist reporting and early warning indicators.
- Prepare management reports/dashboards covering pipeline, portfolio, profitability, fees, distribution, underwriting/commitment exposure and market intelligence.
- Support primary and secondary loan market activities including distribution strategy, pricing analysis and investor targeting.
- Maintain transaction database, documentation warehousing and management records.
- Conduct sector, sovereign, macroeconomic and ESG research using reliable sources with proper citation.
- Ensure compliance with internal policies, regulatory requirements and AML/KYC standards
- Job Requirements:Bachelor's degree in Finance, Accounting, Economics, Business Administration or related discipline (Professional qualification -CFA, CPA or equivalent is a plus).
- Minimum 5 years' experience in syndicated finance, structured finance, project finance or corporate banking.
- Demonstrated experience in origination, execution, underwriting and/or participation of syndicated loans.
- Understanding of both primary and secondary syndicated loan markets.
- Strong knowledge of LMA documentation, syndicated loan processes and closing mechanics.
- Experience with DFIs, ECAs, export finance or regional/international banks is highly desirable.
- Financial modelling and credit analysis skills.
- Strong understanding of credit risk, covenant analysis and portfolio management.
- Knowledge of ESG and sustainability-linked financing principles is an advantage.
- Understanding of both primary and secondary syndicated loan markets.
- Excellent analytical, negotiation, communication presentation skills.
- Advanced Microsoft Excel, PowerPoint and Word skills; familiarity with AI productivity tools and financial databases.
- Fluent written and spoken English and Arabic.
Key Performance Expectations:
- Syndicated loan exposure, Net Interest Income and Non-Interest Fee (NIF) fee income and return and profitability.
- Approval turnaround time, transaction closing ratio and execution timelines.
- Portfolio asset quality and covenant compliance.
- Cross-sell and client/prospect relationship development (i.e number of New-To Bank).
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