Relationship Manager, Financial Institutions

1 month ago

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

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