Financial Institutions department manages and develops long term, mutually beneficial relationships between the Bank and Financial Institutions clients across the world. The sector includes banks and no-financial institutions such as asset managers and insurance companies as well as clearing houses, exchanges and central banks. As a Senior Officer - Relationship Manager (Asset Management), you will be responsible to focus on supporting the development and management of business relationships with Non-Bank Financial Institutions (NBFI), with a specific emphasis on alternative NBFIs and broader Asset Managers. The role also covers the Financial Leasing industry. You will be supporting in developing institutional client origination and business development strategies to achieve prudent and sustainable business growth for the Bank. This is a full time permanent position.Key responsibilitiesAssist to manage a portfolio of existing NBFI client relationships, focusing on cross selling the Bank’s products and servicesAs a first line of defence (1LoD) role, support with origination and onboarding of new NBFI clients, ensuring compliance with customer due diligence, regulatory, and legal requirements throughout the pre-closing, closing, and post-lending monitoring processesCoordinate with internal departments and product managers to provide high-quality service and product coverage to NBFI clientsPrepare credit reports and be responsible for the post lending managementCollaborate with FI Head Office and overseas branches to enhance the growth of the London Branch’s NBFI client basePerform ad-hoc duties and prepare reports as required, ensuring compliance with local jurisdictional regulatory and legal requirements, as well as adherence to the Bank's policies and procedures in all client marketing activitiesUndertake any additional duties as necessary to meet the needs of the Bank’s businessRequirementsDegree educated in Finance, Economics, Business or other relevant subjectIdeally with a CFA or equivalent industry qualificationDemonstrated experience working in Banking Experience in Asset Management and/or alternative NBFI sectors, including deal execution and day-to-day management of a portfolio of transactions, is preferredExperience with RCFs, Term Loans, Letters of Credit (LCs), and counterparty credit lines with Asset Management clients is preferredBroad knowledge and understanding of regulatory requirements and financial products within the asset management and financial leasing industriesGood credit analysis skills, including credit writing and assessment of credit riskExcellent analytical skillsAttention to detailHighly organisedExcellent communication skills
Read Less