BMO Financial Group is seeking a Vice President for their Global Trade team, focusing on Financial Institutions (FIs). The role aims to provide innovative financial solutions for institutional clients, particularly banks, to facilitate international trade and commerce through various financing and risk mitigation instruments. The objective is to originate, structure, and manage corporate lending transactions, expand the bank's market reach, and enhance client relationships and portfolio performance.
Requirements
- Minimum of 6 years of relevant experience in negotiating and structuring financial transactions with corporate banking clients. This should include some experience in a corporate lending environment developing business.
- Expertise in financial computer applications and database management tools.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- An undergraduate degree. Focal areas of finance, economics, or accounting preferred.
- MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
- Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
- Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
Responsibilities
- Originates and structures corporate lending transactions that facilitates the financing and risk mitigation of export or import transactions where goods and services are either bought or sold and markets the Bank’s full capabilities to clients worldwide.
- Structure and deliver innovative trade and working capital solutions tailored to FI client needs.
- Reviews and continually monitors performance of existing accounts and client relationships.
- Creates financial models to analyze client portfolios and anticipate client needs.
- Uses financial analysis to proactively identify opportunities to cross-sell.
- Generates updated financial models/analyses as business needs and industry requirements dictate.
- Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
Other
- Operates as key member of the deal team with efforts to maximize sector penetration and returns.
- Proactively identify and pursue cross-sell opportunities to increase ranking with client.
- Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
- Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.
- Initiates contact with partners for new client sales.
