Relationship Manager, FI

Job description

Functional Title and Reporting Structure Functional Title

Relationship Manager, Financial Institutions (FIG)

Business Unit

Institutional Banking Group (IBG)

Corporate Rank

Senior Associate (SA) to Assistant Vice President (AVP)

Location

FIG Department, Beijing, China Reporting To: Team Lead, Financial Institutions

Key Accountabilities

Portfolio Management: Drive and actively manage the assigned credit and client relationship portfolios within approved risk parameters.

Revenue Generation

Meet corporate business targets through strategic account structuring, transaction management, and proactive cross-selling initiatives.

Product Collaboration

Partner with Global Transaction Services (GTS) and Global Markets teams to expand client wallet share across institutional cash, trade, and treasury derivatives.

Regulatory Governance

Ensure complete adherence to internal risk management frameworks and strict compliance with local banking regulations.

Job Duties & Responsibilities

Relationship Cultivation: Build and maintain key client’s 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 & Core Knowledge Industry Tenure

Minimum of 3 years of progressive corporate or 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 & Professional Qualifications Academic Baseline

Recognised university degree in Economics, Finance, Banking, Accounting, or a related quantitative business discipline.

Preferred Credential

An MBA or equivalent professional certification (such as CFA or FRM) is highly advantageous.

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

Advanced portfolio credit risk evaluation and quantitative structuring skills. Expert hands-on capability in marketing and selling investment-grade, custom derivatives to financial enterprises.

Location

PRC - Beijing Job: Relationship Management Schedule: Regular Employee Status: Full time