Relationship Manager (SVP/VP) – Non-Bank Financial Institutions (NBFI)
Relationship Manager (SVP/VP) – Non-Bank Financial Institutions (NBFI)
Job Details
Vacancies
1 position
Experience Required
No experience required
Job Description
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.
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