Relationship Manager, FI

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.

Competencies

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:

Job:

Schedule:

Employee Status: