Senior Officer - Relationship Management (Asset Management)

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