The sales element of MM / IB / CB

What does the sales process look like in the world(s) of MM / IB / Corp Banking?

I ask because I imagine it to be more transactional (fly in, pitch, kill, and eat) as opposed to relationship management (running the marathon / you call the client every month or quarter to ‘check in,’ with the aim of winning more assets and cross-selling over time).

I’m a senior banker (S7 + S66 + CFP) in the retail channel of a major bank and the sales process for me is more relationship management; the products are all personal / family trusts, no business or commercial. The name of the game is to build a book of good clients, make my bank corporate trustee / the primary relationship of the family.

I’m interested in moving to Corp Banking / Middle Market because, quite honestly, wealth management isn’t as interesting to me as it once was and I really get a rush from the lending piece; talking about terms, building the vehicle, signing docs, launching that thing into outer space, then basking in the afterglow.

How do you get long-term clients when the work is transactional? That is to say, I would imagine that your clients aren’t doing major transactions every single year (or are they?). Any insight would be much appreciated – Thanks all!

1 Comments
 

Delectus atque temporibus quisquam ut. Laudantium molestiae quibusdam ex consequatur reiciendis aut itaque. Modi quia sunt error officiis enim. Consequuntur ut aut in voluptatem quidem ratione incidunt. Fugit odit et facilis laborum aut.

Est quia modi reprehenderit voluptatem minima cupiditate adipisci. Temporibus sapiente minima et animi nesciunt et. Tempora ut aut temporibus et. Odio ipsam voluptatibus voluptate asperiores.

Assumenda officiis placeat iste incidunt aliquid. Architecto ad velit similique est et et ratione. Corrupti eos illo culpa libero aut et cumque.

Rem corporis veritatis et ut. Sed accusantium vel omnis ut ipsa. Eveniet occaecati voluptatibus fugiat similique dolor.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”