CLO Relationship Manager
CLO Relationship Manager

CLO Relationship Manager

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
U

At a Glance

  • Tasks: Manage client relationships and ensure high satisfaction in the European CLO function.
  • Company: Join U.S. Bank, a leader in financial services, committed to helping communities thrive.
  • Benefits: Enjoy a diverse work environment, health benefits, and career development resources.
  • Why this job: Be part of a dynamic team that values collaboration and innovation while making a real impact.
  • Qualifications: 3-5 years of CLO experience and strong relationship management skills required.
  • Other info: This role is part of a controlled function under regulatory standards.

The predicted salary is between 43200 - 72000 £ per year.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description U.S. Bank Global Corporate Trust Services is one of the largest providers of corporate trust services in the world. Our clients look to us for trustee, agency, escrow, document custody and money market issuing services via our 48 domestic offices and three international offices. We are currently hiring into our market leading European CLO business and into the Relationship Management team. The purpose of the role is to own and manage a portfolio of client relationships within the European CLO function and to be responsible for providing a high level of client service and to act as the escalation point for key client relationships. The relationship manager will also work closely with Sales and Strategy partners to develop new revenue opportunities, or enhanced services. External Primary GCT business contact and escalation point for assigned client relationship Responsible for providing a high level of client service and overall client satisfaction Maintain comprehensive understanding of client’s organisation (client structure and contacts – key stakeholders, decision makers, and influencers) Understand your clients’ needs and be able to speak confidently about GCT products and how they may fit with the client’s needs Grow revenue for retentive clients; responsible for retentive deal issuance & cross selling opportunities collaborating within Corporate Trust and the wider US Bank network (broadening the service scope and fostering a more coordinated service offering where applicable) Work with sales to issue fee quote for new business relating to your client portfolio Manage complex client relationships, where clients have multi products with US Bank across US and Europe Internal Work closely with Sales and Strategy partners to develop new revenue opportunities, or enhanced services & communicate this to the wider team Strong internal network, collaboration and relationship building skills to ensure high quality service experience for GCT clients Complete and timely communication with the service team on any new deal closing, with responsibility for the following areas: Any operational issues are identified/considered and communicated out to client Closing documents and information is circulated to the relevant parties Any deal team calls needed are being scheduled to resolve issues or address pertinent queries Proactively engage across the business; Deal Administration, Analytics, Custody, Document Review, DMC, and on DMR/ Pipeline ensuring everything information is updated in a timely and accurate manner Proactively develops and monitors relationships and oversees/coordinates remedial actions to resolve service issues Maintain and deliver account plans for each client starting with clients RAG rated ‘Amber’ detailing the following: KPI’s Service model/team, turnover within team Operational nuisances & efficiencies Key decision makers/influencers Service RAG status Action points to be discussed at next monthly service call Competencies for your role: Drive for Results Pursues goals with energy and perseverance; rarely gives up before succeeding; works to overcome barriers and challenges in order to produce desired results; can be counted on to achieve or surpass goals; consistently a top performer among peer group. Collaboration Develops good working relationships with others; recognizes and values differences; encourages an inclusive collaborative environment and open dialogue; puts team’s goals ahead of personal agendas; shares information openly and transparently; openly supports team members and their efforts. Agility and Innovation Demonstrate flexibility in dealing with fast-changing priorities, and different or challenging situations. Help others to continuously improve and achieve results. Explore multiple solutions to overcome obstacles. Anticipate future needs that may affect the team or organization. Risk Management Appropriately identify and manage risks, in compliance with applicable laws, rules and regulations, and with Company Policy. Ethics & Trust Maintain high ethical standards; gain the confidence and trust of others through honesty, integrity and authenticity. Conducts him or herself honestly and ethically; adheres to a core set of values and standards appropriate to the situation and acts; accordingly, is consistent in own words and actions; inspires trust and respect by dealing openly with people; keeps confidences and admits mistakes. Qualifications and Experience 3-5 years direct CLO experience within a Capital markets / Corporate trust environment. Strong internal networking and relationship management/building skills to ensure a high quality service experience for GCT clients. Comprehensive trust administration knowledge blended with sales or client service experience. Excellent interpersonal skills to include both written and verbal communications. Extensive knowledge of capital markets / CLO documentation. Problem solver who works to overcome obstacles that may prevent the business line from reaching its goals. Appropriately identifies and manage risks, in compliance with applicable laws, rules and regulations, and with Company Policy. Maintain high ethical standards, acting with honesty and integrity. Individual Accountability Regime Disclosure The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This role has been identified as a Controlled Function under the Central Bank of Ireland’s Individual Accountability Framework Act 2023. Accordingly, EFS must be satisfied on reasonable grounds that the role holder complies at all times with the fitness and probity/propriety standards. Applicants agree to permit EFS (or its agents) to conduct such due diligence as it deems necessary to satisfy itself on reasonable grounds that you comply with the Fitness and Probity/Propriety Standards and that you will provide EFS with all information and/or documentation relating to your qualifications, experience, employment history, financial soundness and other interests that EFS requests for that purpose. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits : We offer an exciting, fast-paced and diverse working environment with employees of many different nationalities. We provide benefits to help you protect your health and financial security; and give you peace of mind. We also invest in your career growth with development resources that give you the opportunity to stretch and shine. #J-18808-Ljbffr

CLO Relationship Manager employer: U.S. Bank

At U.S. Bank, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive from Day One. With a commitment to professional development and a diverse team of talented individuals, we offer unparalleled opportunities for growth and innovation in the heart of Europe’s financial landscape. Join us to make a meaningful impact while enjoying comprehensive benefits that support your health and financial security.
U

Contact Detail:

U.S. Bank Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CLO Relationship Manager

✨Tip Number 1

Familiarise yourself with the CLO market and U.S. Bank's specific offerings. Understanding the nuances of CLO products and how they fit into client needs will help you engage confidently during interviews.

✨Tip Number 2

Network with professionals in the corporate trust and capital markets sectors. Attend industry events or webinars to connect with potential colleagues and gain insights that could be beneficial in your role.

✨Tip Number 3

Demonstrate your relationship management skills by preparing examples of how you've successfully managed complex client relationships in the past. Be ready to discuss specific challenges and how you overcame them.

✨Tip Number 4

Showcase your problem-solving abilities by thinking of scenarios where you identified risks and implemented solutions. This will highlight your proactive approach, which is crucial for a Relationship Manager.

We think you need these skills to ace CLO Relationship Manager

Client Relationship Management
Capital Markets Knowledge
CLO Documentation Expertise
Sales and Client Service Experience
Strong Interpersonal Skills
Networking and Relationship Building
Problem-Solving Skills
Risk Management
Communication Skills
Agility and Flexibility
Ethics and Integrity
Account Management
Revenue Growth Strategies
Operational Efficiency Understanding
Team Collaboration

Some tips for your application 🫡

Understand the Role: Before applying, make sure you thoroughly understand the responsibilities and requirements of the CLO Relationship Manager position. Tailor your application to highlight how your experience aligns with the specific needs of U.S. Bank.

Highlight Relevant Experience: Emphasise your 3-5 years of direct CLO experience within a capital markets or corporate trust environment. Use specific examples to demonstrate your relationship management skills and your ability to provide high-quality client service.

Showcase Your Skills: In your CV and cover letter, showcase your strong interpersonal skills, problem-solving abilities, and knowledge of capital markets and CLO documentation. Make sure to mention any relevant achievements that illustrate your drive for results and collaboration.

Craft a Compelling Cover Letter: Write a tailored cover letter that not only expresses your interest in the role but also explains why you are a great fit for U.S. Bank. Mention your understanding of their mission and how you can contribute to their goals, particularly in enhancing client relationships.

How to prepare for a job interview at U.S. Bank

✨Know Your Clients

Before the interview, research U.S. Bank and its clients thoroughly. Understand their structure, key stakeholders, and decision-makers. This knowledge will help you demonstrate your ability to manage client relationships effectively.

✨Showcase Your Problem-Solving Skills

Be prepared to discuss specific examples of how you've overcome obstacles in previous roles. Highlight your problem-solving abilities, especially in complex client situations, as this is crucial for a Relationship Manager.

✨Demonstrate Collaboration

Emphasise your experience in working collaboratively with sales and strategy teams. Share examples of how you've developed new revenue opportunities or enhanced services through teamwork, as this aligns with the role's requirements.

✨Exhibit Ethical Standards

Prepare to discuss how you maintain high ethical standards in your work. Be ready to share instances where your integrity and honesty have built trust with clients, as this is essential for the role at U.S. Bank.

CLO Relationship Manager
U.S. Bank
U
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