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Director, Corporate Banking, FIG Insurance
Veracity Software Inc
πΊπΈ United States
On-site
Manager or above
6 months ago
- CFA
6 months ago
Not enough detail in this posting to match
Chicago, IL I New York, NY - Onsite | Hybrid
Full Time
We are seeking a seasonedDirector β Corporate Banking (Insurance Sector) to join the Global Financial Institutions Group (FIG). This role combinesPortfolio Management and Relationship Management, focusing on credit underwriting, deal structuring, risk evaluation, and client relationship growth within the insurance sector.
The ideal candidate will play a key role inoriginating and structuring lending transactions, driving cross-sell opportunities, and maintaining strong relationships across a diverse portfolio of insurance clients.
Key Responsibilities
Client Relationship & Business Development
- Build and expand relationships with insurance clients (Life, Non-Life, Distribution segments).
- Identify opportunities tocross-sell banking and capital market products.
- Develop new client relationships and grow share of wallet.
- Deliver client presentations and lead pitch discussions.
- Leadcredit underwriting, structuring, and risk adjudication.
- Prepare credit applications, memos, and deal documentation.
- Conduct financial modeling and analysis for transactions.
- Perform due diligence including client visits and industry analysis.
- Manage a diverse portfolio of insurance clients across geographies.
- Monitor client performance, industry trends, and regulatory changes.
- Ensure alignment withbank risk appetite and compliance standards.
- Partner with internal teams (capital markets, product groups).
- Act as a key member of deal teams to maximize sector penetration.
- Provide strategic insights and recommendations based on data analysis.
- Evaluate credit, market, operational, and regulatory risks.
- Maintain adherence to internal policies and regulatory requirements.
- Balance risk-return trade-offs effectively.
- 10+ years of Corporate Banking experience (Insurance sector focus)
- Strong expertise in:
- Lending & portfolio management
- Credit underwriting & deal structuring
- Financial modeling & analysis
- Proven track record inclient relationship management & cross-selling
- Deep knowledge offinancial products & banking solutions
- Excellent analytical, problem-solving, and decision-making skills
- Strong communication and presentation abilities
- MBA / CFA or equivalent (Finance, Accounting, or related field)
- Experience working withglobal insurance clients
- Exposure tocapital markets and structured finance
- Advanced knowledge of financial tools and database systems
- Bachelor's degree in Finance, Economics, Accounting, or related field (required)
- Advanced degree or certifications (MBA / CFA) preferred
- Data-driven decision making
- Influencing and negotiation skills
- Cross-functional collaboration
- Ability to manage ambiguity
Director, Corporate Banking, FIG Insurance Β· Veracity Software Inc