Client Coverage - Bogota, Colombia - Sumitomo Mitsui Banking Corporation

Descripción

SMBC Group is a top-tier global financial group.

Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.

The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.

SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE:
SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru.

Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.

It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp.

(SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Role Description:

Support deal origination across different products in coordination with the Head of Client Coverage. Coordinate corporate banking functions to develop and implement customer-centric relationship plans. Develop and maintain customer database, including calls and results on all new and existing business relationships.

Manage existing relationships to meet profit and revenue targets, achieve sales goals, mitigate retention risk and increase cross-sells while delivering an excellent customer service experience.

Prepare internal presentations for meetings with credit department on special credit names as well as on new transactions (by supporting marketing officers) and prepare client materials (presentations, proposals, RFPs, term sheets, etc.), Undertake research and analytics; gather information from local media, staff and other sources about existing and potential special credit names or related industries, and share the information with relevant staff/departments.

Role Objectives:

Delivery:

Role Objectives:

Interpersonal:
Support efforts to deepen relationships with clients and expand business. Work cooperatively with coverage, sales and lending units to improve information flows. Begin to network within the industry through meetings, events and involvement with trade organizations. Support the unit's participation in long
- and short-term planning and new product development.


Role Objectives:

Expertise:

Demonstrate a basic understanding of products, practices, rates and trends in the market especially client and industry trends in order to be responsive to client requests.

Display a working knowledge of all lending products offered by the bank and competitors and the current and upcoming needs of customers that will drive business.

Develop an understanding of securities markets and capital market operations to respond to client requests. Communicate analytical and marketing data effectively. Develop a working understanding of legal, accounting and regulatory issues to help respond to client requests.

Experienced in reading and interpreting financial statements and perform cash flow analysis proficiently. Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors.

Proficient in Excel (ability to manipulate data, equations and analysis) and experience creating financial models.

Participate in the negotiation of terms and conditions and legal documentation and assist the senior relationship manager in the review of legal documents.

Able to communicate effectively with clients, senior management and other internal departments. Organizes thoughts and clearly articulates points, both verbally and in writing.

Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.

Self-driven and motivated; takes personal ownership of specific assignments. Able to raise flags and/or consult with senior members as appropriate.


Qualifications and Skills:

Recommended years of experience: 3

LI-RCH