Enable job alerts via email!

Banking Job - FI Fund Finance Relationship Manager - London - rj

People First Team Japan/ピープルファーストチームジャパン

London

Hybrid

GBP 70,000 - 90,000

Full time

30+ days ago

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

An established industry player is seeking a FI Fund Finance Relationship Manager to enhance their client management and revenue generation efforts. In this pivotal role, you will leverage your expertise in relationship management within the UK Fund Finance market to establish and maintain strategic customer relationships. Your responsibilities will include preparing credit proposals, conducting financial and risk analysis, and ensuring compliance with internal requirements. This position offers a hybrid working model, allowing you to balance office presence with remote work. Join a company committed to diversity and inclusion, where your contributions will drive significant impact in the financial sector.

Qualifications

  • Experience in Relationship Management in FI Fund Finance business is essential.
  • Solid working experience in the UK Fund Finance market and client development.

Responsibilities

  • Establish core Fund Finance customer business circle and strengthen cooperation with existing customers.
  • Prepare credit proposals based on FI clients’ credit facility requirements.

Skills

Relationship Management
Financial Analysis
Risk Identification
Communication Skills
Client Development

Education

Bachelor's Degree

Job description

Your New Job Title: FI Fund Finance Relationship Manager

The Skills You'll Need: Relationship Management experience in FI Fund Finance business.

Your New Salary: £70-90k depending on experience.

Job Status: Permanent. Hybrid working with 4 days in the office.

Report to: Head of Financial Institutions Department.

To be successful in this role our client has said it is essential that candidates:

  • have experience in Relationship Management in the FI Fund Finance business.
  • have experience in Financial Analysis and Risk Identification.
  • have above experience in the UK Banking industry.

What You'll be Doing:

Client Management:

  • Establish core Fund Finance customer business circle by identifying strategic customers with presence in London or European market.
  • Strengthen cooperation with existing Fund Finance customers and expand the new customer list through active product introduction, asset placement, and other bilateral relationships.
  • Revenue generation to meet FI team’s business targets, mainly through Fund subscription finance.
  • Maintain close relationships with core lead banks, asset managers, external legal panels, fund finance associations, etc., to develop Fund Finance business portfolio.
  • Continuous market research and industry analysis on Fund Finance and private equity market.

Performance Management:

  • Proactively carry out customer development and marketing, completing weekly call reports accordingly.
  • Build up professional relationships with relevant departments of London Branch, Head Office, Overseas branches, Domestic branches, and other international platforms.
  • Prepare credit proposals based on FI clients’ credit facility requirements, including financial analysis, risk analysis and mitigants, industry analysis, etc.; complete periodic post-loan reviews.
  • Manage KYC and AML processes for FI counterparties and clients, including onboarding and reviews.
  • Proficient in operating various business systems and ensure accurate earmarking of financial institution limits.

Others:

  • Work with other departments to maintain and enhance network management/infrastructure provision from provider banks.
  • Continue to support branch projects/new product development across departments.
  • Support system and product development that enhance the productivity of the FI Department.
  • Help to enhance Fund Finance processes and policies for the FI Department to work efficiently and effectively.
  • Fully understand and comply with internal requirements.

The Skills You'll Need to Succeed:

  • Degree Holder (minimum Bachelor);
  • Solid working experience in the UK Fund Finance market and client development;
  • Good at Financial Analysis and Risk Identification;
  • Highly developed communication skills with the ability to work cohesively with all levels both internally and externally;
  • Proactive and efficient in work;
  • Fluent in English is required; Mandarin will be an advantage but not essential.

People First is committed to increasing diversity and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status, or whether or not they have a disability.

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.