Senior Financial Strategist

Vor 6 Tagen


Basel, Basel-Stadt, Schweiz Bank of America Vollzeit

As a Senior Financial Strategist in our Global Commercial Banking division, you will play a key role in developing and executing financial strategies for Non-Bank Financial Institutions. Your primary responsibility will be to coordinate holistic coverage across our core solutions, including treasury services and credit origination.

The ideal candidate will have a proven track record of managing extensive portfolios of NBFI clients and delivering the full breadth of Bank of America's products and services. You will be responsible for deepening existing relationships at the CEO/CFO/Treasurer level, assessing risks and impacts from both the client's and the Bank's perspectives, and preparing for and conducting conversations regarding the client's distinct NBFI industry needs.

Main Responsibilities:

  • Manage an extensive portfolio of NBFI clients and prospects
  • Acquire, deepen, and maintain profitable client relationships
  • Understand and interpret financial statements to assess and analyze financial conditions of companies and industry trends
  • Collaborate with domestic and international teammates throughout the bank

Requirements:

  • 8+ years' experience in Commercial or Transaction Banking
  • Demonstrates ability to successfully manage an extensive portfolio of NBFI clients
  • Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions


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