Job Description
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 responsibilities
Assist to manage a portfolio of existing NBFI client relationships, focusing on cross selling the Bank’s products and services
As 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 processes
Coordinate with internal departments and product managers to provide high-quality service and product coverage to NBFI clients
Prepare credit reports and be responsible for the post lending management
Collaborate with FI Head Office and overseas branches to enhance the growth of the London Branch’s NBFI client base
Perform 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 activities
Undertake any additional duties as necessary to meet the needs of the Bank’s business
Requirements
Degree educated in Finance, Economics, Business or other relevant subject
Ideally with a CFA or equivalent industry qualification
Demonstrated 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 preferred
Experience with RCFs, Term Loans, Letters of Credit (LCs), and counterparty credit lines with Asset Management clients is preferred
Broad knowledge and understanding of regulatory requirements and financial products within the asset management and financial leasing industries
Good credit analysis skills, including credit writing and assessment of credit risk
Excellent analytical skills
Attention to detail
Highly organised
Excellent communication skills
Key responsibilities
Assist to manage a portfolio of existing NBFI client relationships, focusing on cross selling the Bank’s products and services
As 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 processes
Coordinate with internal departments and product managers to provide high-quality service and product coverage to NBFI clients
Prepare credit reports and be responsible for the post lending management
Collaborate with FI Head Office and overseas branches to enhance the growth of the London Branch’s NBFI client base
Perform 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 activities
Undertake any additional duties as necessary to meet the needs of the Bank’s business
Requirements
Degree educated in Finance, Economics, Business or other relevant subject
Ideally with a CFA or equivalent industry qualification
Demonstrated 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 preferred
Experience with RCFs, Term Loans, Letters of Credit (LCs), and counterparty credit lines with Asset Management clients is preferred
Broad knowledge and understanding of regulatory requirements and financial products within the asset management and financial leasing industries
Good credit analysis skills, including credit writing and assessment of credit risk
Excellent analytical skills
Attention to detail
Highly organised
Excellent communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Senior Officer - Relationship Management (Asset Management) position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.