Aegis FSI is a recruiter specializing in search and selection of professionals and managers in the Finance, Banking and Insurance markets. On behalf of a Corporate Investment Bank, we are looking for a:

Relationship Manager

The role involves full support throughout the transaction lifecycle, from origination to execution, the figure will report to the Head of Coverage.

Main responsibilities:

  • Provide exceptional service to clients, addressing their needs and requests
  • Contribute to building a diverse portfolio
  • Offer analytical, tactical, and administrative support to the Senior Banker and to Credit Analysts in managing client portfolios
  • Analyse origination ideas, contribute to opportunity development, assist in pitch book preparation, attend client meetings (including travel), and provide proactive solutions
  • Support term sheet preparation, negotiations, deal structuring, due diligence, financial analysis, KYC.
  • Take full responsibility for transaction execution, coordinating multi-product deal teams, internal approvals, documentation, operational aspects, signing, closing, post-closing coordination, and deal team management
  • Contribute to portfolio management, credit reviews, internal ESG assessments, waiver requests, and information processing
  • Support client relationship planning, prospecting, pipeline management, and credit risk data management


  • Bachelor's degree in Finance, Business, or related field
  • 3-5 years of experience in corporate and/or investment banking, including client and/or product coverage, relevant corporate banking products, advisory, etc
  • Strong written/oral communication skills for effective liaison with clients and internal teams, along with Client relationship and relationship management skills
  • Proficient in English
  • Strong credit skills, understanding lending products, and familiarity with legal aspects
  • Proficiency in Microsoft Office products, e.g., Excel/Modelling, PowerPoint presentations, etc.


  • Team player with a hands-on mentality
  • Creative, complex problem solver with the ability to work independently
  • Comfortable in an international and dynamic environment
  • Resilient under pressure, good organizational skills and strong time management skills
  • Self-motivated and results-focused, proactive

Location: Milan



Aegis guarantees equal opportunities (L. 903/77) - Aegis Srl, AUT. MIN. Prot. 26543 D. Lgs 276/03