Financial Institutions Relationship Manager (Assistant)

ABL Recruitment; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player in financial services seeks a Financial Institutions Relationship Manager (Assistant) to support its growing team. This role offers a unique opportunity to work within a global bank, focusing on relationship management with significant Chinese clients. The ideal candidate will possess fluent Mandarin and English skills, along with a strong background in corporate banking. You will be responsible for assisting in client onboarding, managing compliance risks, and preparing essential documentation. Join a dynamic team that values growth and offers excellent career advancement opportunities in the financial sector.

Qualifications

• Minimum of 2 years in a similar role in Corporate Banking.
• Strong skills in Excel and PowerPoint are essential.

Responsibilities

• Assist RMs in preparing and renewing FI clients’ limits.
• Manage conduct risk and ensure compliance with the Bank’s risk framework.
• Prepare client onboarding packages and gather KYC documents.

Skills

Fluent Mandarin

Relationship Management

Written Communication

Statistical Skills

Computer Literacy

Education

Degree in Finance

Tools

Excel

PowerPoint

Job description

Financial Institutions Relationship Manager (Assistant)

This range is provided by ABL Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Excellent opportunity for anyone with fluent MANDARIN and CORPORATE BANKING background who is looking for their next step in the financial services sector. This organisation is a global player, and the Financial Institutions Department is growing and looking for someone who will support this growth. You will need to have good relationship management skill and have worked with Financial Institutions before and have good written skill in both Mandarin Chinese and English. There are excellent career opportunities for the right person.

Job Title: Financial Institutions Relationship Manager (Assistant)

Job type: Contract

Location: City of London

Work style: 100% office based

Sector: Banking and financial services

Languages: Fluent Mandarin and English

Company details: Global bank with significant Chinese clients and interests

Summary of role:

• Assist Relationship Managers (RMs) in preparing/renewing FI clients’ limits and facilities for HO/local credit committee approval.
• Initiate risk ratings for new clients and monitor lending/post-loan processes.
• Support Head Office with ad hoc MI requests and policy/internal control reviews.
• Take meeting minutes and provide regular/ad hoc management information.
• Manage conduct risk and controls, ensuring compliance with the Bank’s risk framework.
• Prepare client onboarding packages and gather KYC documents (IDs, beneficial ownership, etc.).
• Resolve transaction/payment issues by liaising with Operations and Compliance teams.
• Perform other ad hoc duties as assigned.

REQUIREMENTS:

• Minimum of 2 years in a similar role in Corporate (Investment) Banking
• Strong statistic and computer literacy skills, advanced Excel and PowerPoint skills etc. are essential
• Degree educated (finance degree ideally)
• Knowledge of UK regulatory environment, Wolfsburg Questionnaires, Sanctions, Anti-Money Laundering and KYC policies is preferred.

Seniority level

Not Applicable

Employment type

Contract

Job function

Finance

Industries

Financial Services, Banking, and Investment Banking