Financial Institutions Relationship Manager (Assistant)
Financial Institutions Relationship Manager (Assistant)

Financial Institutions Relationship Manager (Assistant)

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Relationship Managers in managing financial institution clients and compliance tasks.
  • Company: Join a global bank with a strong presence in the Chinese market.
  • Benefits: Enjoy excellent career growth opportunities and a dynamic work environment.
  • Why this job: Be part of a growing team in the financial services sector with impactful responsibilities.
  • Qualifications: Fluent in Mandarin and English, with 2 years in corporate banking and strong Excel skills.
  • Other info: This role is 100% office-based in the City of London.

The predicted salary is between 36000 - 60000 £ per year.

Financial Institutions Relationship Manager (Assistant)

This range is provided by ABL Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Excellent opportunity for anyone with fluent MANDARIN and CORPORATE BANKING background who is looking for their next step in the financial services sector. This organisation is a global player, and the Financial Institutions Department is growing and looking for someone who will support this growth. You will need to have good relationship management skill and have worked with Financial Institutions before and have good written skill in both Mandarin Chinese and English. There are excellent career opportunities for the right person.

Job Title: Financial Institutions Relationship Manager (Assistant)

Job type: Contract

Location: City of London

Work style: 100% office based

Sector: Banking and financial services

Languages: Fluent Mandarin and English

Company details: Global bank with significant Chinese clients and interests

Summary of role:

  • Assist Relationship Managers (RMs) in preparing/renewing FI clients’ limits and facilities for HO/local credit committee approval.
  • Initiate risk ratings for new clients and monitor lending/post-loan processes.
  • Support Head Office with ad hoc MI requests and policy/internal control reviews.
  • Take meeting minutes and provide regular/ad hoc management information.
  • Manage conduct risk and controls, ensuring compliance with the Bank’s risk framework.
  • Prepare client onboarding packages and gather KYC documents (IDs, beneficial ownership, etc.).
  • Resolve transaction/payment issues by liaising with Operations and Compliance teams.
  • Perform other ad hoc duties as assigned.

REQUIREMENTS:

  • Minimum of 2 years in a similar role in Corporate (Investment) Banking
  • Strong statistic and computer literacy skills, advanced Excel and PowerPoint skills etc. are essential
  • Degree educated (finance degree ideally)
  • Knowledge of UK regulatory environment, Wolfsburg Questionnaires, Sanctions, Anti-Money Laundering and KYC policies is preferred.

Seniority level

Not Applicable

Employment type

Contract

Job function

Finance

Industries

Financial Services, Banking, and Investment Banking

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Financial Institutions Relationship Manager (Assistant) employer: ABL Recruitment

As a global bank situated in the heart of the City of London, we offer an exceptional work environment that fosters professional growth and development. Our commitment to diversity is reflected in our multilingual team, and we provide ample opportunities for career advancement within the dynamic financial services sector. With a strong focus on employee well-being and a collaborative culture, we ensure that our staff are supported in their roles while contributing to our expanding Financial Institutions Department.
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Contact Detail:

ABL Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Institutions Relationship Manager (Assistant)

✨Tip Number 1

Network with professionals in the banking and financial services sector, especially those who have experience with financial institutions. Attend industry events or webinars where you can meet potential colleagues and learn more about the role.

✨Tip Number 2

Brush up on your Mandarin and English communication skills, particularly in a business context. Practising financial terminology in both languages will help you stand out during interviews and demonstrate your fluency.

✨Tip Number 3

Familiarise yourself with the UK regulatory environment, including KYC policies and anti-money laundering regulations. Showing that you understand these frameworks will be crucial in demonstrating your suitability for the role.

✨Tip Number 4

Prepare to discuss your previous experience in corporate banking and how it relates to relationship management. Be ready to provide examples of how you've successfully managed client relationships and resolved issues in the past.

We think you need these skills to ace Financial Institutions Relationship Manager (Assistant)

Fluent Mandarin and English
Relationship Management
Corporate Banking Knowledge
Written Communication Skills
Statistical Analysis
Advanced Excel Skills
PowerPoint Proficiency
Knowledge of UK Regulatory Environment
Wolfsberg Questionnaires Familiarity
Sanctions Compliance
Anti-Money Laundering (AML) Knowledge
Know Your Customer (KYC) Policies Understanding
Risk Management
Attention to Detail
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in corporate banking and relationship management. Emphasise your fluency in Mandarin and English, as well as any relevant skills in compliance and risk management.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Financial Institutions Relationship Manager (Assistant) role. Mention your understanding of the UK regulatory environment and your ability to manage client relationships effectively.

Showcase Relevant Experience: In your application, provide examples of your previous work with financial institutions. Detail your experience in preparing client onboarding packages and resolving transaction issues, as these are key aspects of the role.

Proofread for Clarity: Before submitting your application, proofread all documents to ensure they are free from errors. Clear and professional communication is crucial, especially since strong written skills in both Mandarin and English are required.

How to prepare for a job interview at ABL Recruitment

✨Showcase Your Language Skills

Since fluency in Mandarin and English is crucial for this role, be prepared to demonstrate your language proficiency during the interview. You might be asked to switch between languages or answer questions in both, so practice speaking clearly and confidently in both tongues.

✨Highlight Relevant Experience

Make sure to discuss your previous experience in corporate banking and relationship management. Prepare specific examples of how you've successfully managed client relationships or resolved issues, as this will show your capability to handle the responsibilities of the role.

✨Understand Regulatory Frameworks

Familiarise yourself with UK regulatory environments, including KYC policies and anti-money laundering regulations. Being able to discuss these topics knowledgeably will demonstrate your preparedness for the role and your understanding of the financial services sector.

✨Prepare for Technical Questions

Given the emphasis on advanced Excel and PowerPoint skills, be ready to answer technical questions or even perform a task using these tools. Brush up on your statistical analysis and presentation skills to impress your interviewers.

Financial Institutions Relationship Manager (Assistant)
ABL Recruitment

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