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:
PRC - Beijing

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time