Relationship Manager (VP-SVP), FI

Job description

Job Purpose

The incumbent will be responsible to develop new business relationship and strengthen existing client relationship.

Key Accountabilities

Achieving the goal being set-up including client prospecting, marketing plan, new client acquisition and revenue generating To monitor and manage new and existing account relationship in order to optimize return Partner with Global Transaction Services (GTS) and Global Financial Markets (GFM) teams to expand client wallet share across institutional cash, trade, and treasury derivatives. Deliver quality underwriting recommendations based on sound judgment, and a systematic and consistent approach in line with Bank’s credit policies

Job Duties & Responsibilities

Relationship Cultivation: Build and maintain key client relationships across key Financial Institution clients to originate strategic banking transactions.

Ecosystem Orchestration

Serve as the primary, seamless intermediary between external clients, internal product groups, and backend operational support units.

Credit Analysis

Structure and compile complex credit proposals, write data-driven credit reports, and handle timely annual credit reviews.

Market Origination

Proactively pitch, market, and structure bespoke capital markets, trade finance, and treasury hedging solutions to institutional prospects.

Risk & Compliance Management

Execute robust first-line Customer Due Diligence (CDD), KYC protocols, and transaction monitoring to eliminate financial crime risks.

Experience

Industry Tenure: Minimum of 10 years of progressive institutional relationship banking experience within the Financial Institutions sector.

Sector Expertise

Deep domain knowledge of Banks and Non-Bank Financial Institutions (NBFI), with explicit focus on the securities, asset management, and public/private fund segments.

Product Proficiency

Strong familiarity with FICC (Fixed Income, Currencies, and Commodities), structured derivatives, transaction banking, and master documentation frameworks such as ISDA, GMRA, or GMSLA.

Regulatory Acumen

Up-to-date, fluent understanding of China’s financial market policies, macroeconomic regulations, and compliance standards.

Technical Skills

Elite corporate credit analysis, underwriting capabilities, and structured risk assessment expertise.

Communication Fluency

Exceptional verbal and written English and Mandarin presentation skills tailored for institutional client interactions. Education / Preferred Qualifications University graduate, major in either Banking, Finance or Accounting is preferred Core Competencies Result-Driven: Unyielding focus on hitting commercial metrics while maintaining quality parameters.

Strategic Problem-Solving

Ability to resolve complex technical hurdles for fast-paced institutional client segments.

Collaboration & Teamwork

Exceptional interpersonal skills designed to interface successfully across global matrixed networks.

Resilience Under Pressure

Proven adaptability in managing tight deadlines within high-stress financial environments.

Technical Competencies

Industry knowledge Strong credit and risk skills Location: PRC - Shanghai Job: Relationship Management Schedule: Regular Employee Status: Full time