Relationship Manager, Financial Institutions

3 weeks ago


City of London, United Kingdom Barbara Houghton Associates Full time
It is essential that all applicants have a minimum of 3 years work experience.
Our client is looking for a Relationship Manager, Financial Institutions to join their team on a permanent basis. Hybrid working is 4 days in office and 1 day at home.
Role:
The successful candidate will manage and develop relationship with Financial Institutions clients, execute deals, whether syndicated or bilateral, cross-market Financial Institutions’ products (including but not limited to syndicated loans, fund finance, Nostro account, trade finance, FX and deposits, etc.) and conduct high quality due diligence, credit analysis and proposals.
Key Responsibilities (but not limited to):
* To prepare credit application and renewals of both FI clients’ limit and facilities for Head Office and local credit committee approval.
* To market potential clients and maintain the relationship of existing clients, and market the products and service offered.
* To develop and manage a loan asset portfolio commensurate with the risk appetite of the bank.
* To initiate risk rating and conduct extensive due diligence and prepares credit submissions in accordance with standards and procedures and present them to the credit committee.
* To prepare pitch books and presentations as needed.
* To prepare and send onboarding packages to new and existing clients in line with the policy and risk framework. To follow up the KYC related policy and procedure, work with the team to finish the client on boarding, annual/quarterly review on FI clients. Communicate with clients, as needed, to gather information on beneficial ownership or on any other missing documents.
* To minimizes loan risks through diligent, timely and proactive reviews and ongoing monitoring of changing economic/marketplace influences and applicable industry trends/data. Effectively manage loan risks, develop risk issues and adjust to the changing credit needs to restructure deals and minimize losses.
* Responsibility for the day-to-day identification, ownership and management of conduct risk and controls through the continuing development and implementation of the conduct risk framework processes. This includes the internal control processes designed to identify, assess and manage conduct risk, the execution of activities as intended and the identification, reporting and escalation/remediation of inadequate processes and control breaks. On a proactive basis, liaise with and seek guidance from the Second Line of Defence for policy and process queries.
* To provide management information and MI request from head office on a regular and as-and-when needed basis.
Skills, Experience and Qualifications:
* Bachelor’s degree holder in Accounting, Finance, Economics or related discipline.
* Minimum 3 years of working experience in banking industry with product exposure.
* A well-developed understanding and solid analytical skills in the area of balance sheet, cash flow and income statements.
* Compliance and regulation conversant.
* Strong analytical, communication and presentation skills.
For more information on this role please contact Judith Webb quoting ref 16747JW

  • City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years work experience. Our client is looking for a Relationship Manager, Financial Institutions to join their team on a permanent basis. Hybrid working is 4 days in office and 1 day at home. Role: The successful candidate will manage and develop relationship with Financial Institutions clients,...

  • Relationship Manager

    4 weeks ago


    City of London, Greater London, United Kingdom Michael Page (UK) Full time

    About Our Client City of London based leading Global Corporate Bank. Job Description Relationship Manager - Financial Institutions To develop and manage Financial Institution client relationships. Execution - syndicated or bilateral, for both banking and non-banking FI clients, including sponsored deals. Cross selling FI products - (including...

  • Relationship Manager

    4 weeks ago


    City of London, Greater London, United Kingdom Michael Page (UK) Full time

    City of London based leading Global Corporate Bank. Relationship Manager - Financial Institutions To develop and manage Financial Institution client relationships. Execution - syndicated or bilateral, for both banking and non-banking FI clients, including sponsored deals. Cross selling FI products - (including syndicated loans, fund finance, Nostro...


  • London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years work experience. Our client is looking for a Relationship Manager, Financial Institutions to join their team on a permanent basis. Hybrid working is 4 days in office and 1 day at home. Role: The successful candidate will manage and develop relationship with Financial Institutions clients,...


  • London, United Kingdom DA Financial Trading Recruitment Full time

    A Financial Trading company based in London are looking to recruit an 'Institutional Sales Manager - FX Spot.'This role would suit experienced Institutional Sales (or Trader) candidates from the investment banking environment who can leverage their existing client base. The role offers flexibility in the working structure with a broad product range and...


  • London, United Kingdom DA Financial Trading Recruitment Full time

    Job DescriptionA Financial Trading company based in London are looking to recruit an 'Institutional Sales Manager - FX Spot.'This role would suit experienced Institutional Sales (or Trader) candidates from the investment banking environment who can leverage their existing client base. The role offers flexibility in the working structure with a broad product...


  • London, United Kingdom DA Financial Trading Recruitment Full time

    A Financial Trading company based in London are looking to recruit an 'Institutional Sales Manager - FX Spot.' This role would suit experienced Institutional Sales (or Trader) candidates from the investment banking environment who can leverage their existing client base. The role offers flexibility in the working structure with a broad product...


  • City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have some UK work experience.Our client, an international bank, is seeking a Fluent Mandarin RM, Financial Institutions to join their team on a permanent basis.Responsibilities: * Establish core FI customer business circle by identifying strategic FI customers with presence in London market, such as Banks, NBFI, brokers,...


  • City of London, Greater London, United Kingdom cer Financial Full time

    cer Financial are working alongside an exciting international bank who are based in the City of London. They are seeking a Senior Relationship Manager to work with them on a permanent basis. The Responsibilities of a Senior Relationship Manager Will Include: Management of existing and potential corporate banking portfolio, developing new businesses and...


  • London Area, United Kingdom DA Financial Trading Recruitment Full time

    A Financial Trading company based in London are looking to recruit an 'Institutional Sales Manager - FX Spot.' This role would suit experienced Institutional Sales (or Trader) candidates from the investment banking environment who can leverage their existing client base. The role offers flexibility in the working structure with a broad product range and...


  • London Area, United Kingdom DA Financial Trading Recruitment Full time

    A Financial Trading company based in London are looking to recruit an 'Institutional Sales Manager - FX Spot.'This role would suit experienced Institutional Sales (or Trader) candidates from the investment banking environment who can leverage their existing client base. The role offers flexibility in the working structure with a broad product range and...


  • London Area, United Kingdom DA Financial Trading Recruitment Full time

    A Financial Trading company based in London are looking to recruit an 'Institutional Sales Manager - FX Spot.'This role would suit experienced Institutional Sales (or Trader) candidates from the investment banking environment who can leverage their existing client base. The role offers flexibility in the working structure with a broad product range and...


  • City of London, United Kingdom MARKET TALENT Full time

    We are working with a Trade Finance specialist banking organisation who hold a formidable portfolio of Financial Institutions in the MENA region. You will be joining the front office Trade and FI team as a Junior Relationship Manager to manage the bank'sclients and the expand/retain existing relationships. As a Junior RM you will be responsible for...


  • City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years UK banking or similar financial institution experience. Our client is looking for a Relationship Manager, Loans Syndication person to join their team on a permanent basis. Role: The successful candidate will take a leading role with the team head in growing and delivering the expansion plan in...


  • City of London, United Kingdom Barbara Houghton Associates Full time

    It is essential that all applicants have a minimum of 3 years UK banking or similar financial institution experience.Our client is looking for a Relationship Manager, Loans Syndication person to join their team on a permanent basis.Role:The successful candidate will take a leading role with the team head in growing and delivering the expansion plan in...

  • Financial Controller

    3 weeks ago


    City of London, United Kingdom Vitae Financial Recruitment Full time

    Financial Controller, Central London (hybrid- 3 days a week)£100- £110kpa plus benefits including a 20% bonusOur client, a business with very exciting plans in place for the future are looking to recruit a technically strong Financial Controller on a permanent basis. The Financial Controller will report directly to the CEO and will play a key role in...


  • London, United Kingdom Prudential Financial Full time

    PGIM Fixed Income | Client ManagementLondonA GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTUREAs the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an...


  • London, United Kingdom Bruin Full time

    Job Description Job Title: Financial Institutions Claims Specialist Company: London Market Insurer Location: London, UK Job Type: Full-time Our client, a respected London Market Insurer is keening a Financial Institutions Claims Specialist to become an integral part of their Specialty Wholesale Claims team. We are seeking a dynamic and experienced...


  • London, United Kingdom Carr Lyons Search & Selection Full time

    Our client, an International bank based in London, are looking for a Relationship Manager with experience working with Financial Institutions and Trade Finance products to join their FI Department. The role entails Business Development, Relationship Management and Portfolio Management. The ideal candidate will have the following: Demonstrated proficiency...


  • London, United Kingdom Carr Lyons Search & Selection Full time

    Our client, an International bank based in London, are looking for a Relationship Manager with experience working with Financial Institutions and Trade Finance products to join their FI Department. The role entails Business Development, Relationship Management and Portfolio Management. The ideal candidate will have the following: Demonstrated proficiency...