Relationship Manager (SVP/VP) – Non-Bank Financial Institutions (NBFI)

GREENLANE PRIVATE LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore is looking for an experienced Relationship Manager to join their Financial Institutions team. The role entails managing a portfolio of Non-Bank Financial Institutions (NBFI) including Asset Managers and Hedge Funds. Key responsibilities include identifying new business opportunities, performing credit analysis, and maintaining strong client relationships. Candidates should have a minimum of 10 years of experience in financial sales and credit analysis, along with a bachelor's degree in a relevant field. Fluency in English and basic Chinese skills are advantageous.

Qualifications

• Minimum 10 years of relevant FI sales and credit analysis experience with banks or NBFI.
• Strong client network and marketing capabilities in the NBFI sector.
• Self-motivated, proactive, and results-driven.

Responsibilities

• Manage and grow a portfolio of banks and NBFI clients.
• Identify and capture new business opportunities.
• Prepare detailed credit applications and financial analysis.
• Pitch and advise on cash management and trade finance products.
• Support loan syndication and bilateral lending.
• Contribute to process enhancements and operational projects.
• Maintain strong client relationships.

Skills

Client relationship management

Credit analysis

Business development

Market understanding

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance, Economics, or related discipline

Job description

Roles & Responsibilities

About the Role

We are seeking a seasoned Relationship Manager to join our banking client's Financial Institutions team. This role focuses on driving business with Non-Bank Financial Institutions (NBFI) including Asset Managers, Hedge Funds, Private Equity firms, Securities Firms, and Family Offices. You will manage a portfolio of local and regional clients, providing credit analysis, transaction banking solutions, and strategic advisory while ensuring operational and regulatory compliance.

Key Responsibilities

• Manage and grow a portfolio of banks and NBFI clients in Singapore and the RCEP region.
• Identify and capture new business opportunities, focusing on NBFI clients.
• Prepare detailed credit applications, financial analysis, risk evaluation, and annual account reviews.
• Pitch and advise on cash management, trade finance, loans, treasury, and capital markets products in collaboration with internal and overseas teams.
• Support loan syndication or bilateral lending, ensuring all covenants and terms are met.
• Contribute to process enhancements, system improvements, and operational projects.
• Maintain strong client relationships and respond to ongoing account enquiries.
• Support reporting requirements for internal and regulatory purposes.

Requirements

• Bachelor’s degree or higher in Finance, Economics, or related discipline.
• Minimum 10 years of relevant FI sales and credit analysis experience with banks or NBFI.
• Strong client network and proven marketing capabilities in the NBFI sector (Asset Managers, Hedge Funds, PE, Family Offices).
• Solid understanding of credit evaluation, loan accounting, capital markets products, and cross-border transactions (QFII, CIBM, Bond Connect, OTC).
• Excellent communication skills in English; basic Chinese reading and spoken skills are a plus.
• Self‑motivated, proactive, results‑driven, and comfortable in a fast‑paced, dynamic environment.
• Team player with ability to collaborate across functions and regions.
• At least 3 years of experience in global markets sales preferred.