Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage relationships with financial institutions and drive revenue through Fund Finance.
- Company: Join an International Bank focused on expanding its Fund Finance team.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a team that shapes the future of Fund Finance in a collaborative culture.
- Qualifications: Bachelor's degree and 5+ years in UK Fund Finance; strong communication and analytical skills required.
- Other info: Fluency in English is essential; Mandarin proficiency is a plus.
The predicted salary is between 48000 - 72000 £ per year.
My client is an International Bank who are looking to hire a Relationship Manager for their Financial Intitutions Fund Finance team.
Responsibilities & Accountabilities
Client Management:
Establish core Fund Finance customer business circle by identifying strategic customers with presence in London or European market.
Strengthen cooperation with existing Fund Finance customers and expanding new customer list through active product introduction, asset placement, and other bilateral relationship.
Revenue generation to meet FI team’s business targets, mainly through Fund subscription finance.
Maintain close relationship with core lead banks, asset managers, external legal panels, fund finance associations, etc to develop Fund Finance business portfolio.
Continuous market research and industry analysis on Fund Finance and private equity market.
Performance Management:
Proactively carry out customer development and marketing, complete weekly call reports accordingly.
Build up professional relationship with relevant departments of the Bank’s London Branch, Head Office, Overseas branches, Domestic branches and other international platforms. .
Prepare credit proposal based on FI clients’ credit facility requirement, including financial analysis, risk analysis and mitigants, industry analysis, etc; Complete periodic post-loan reviews.
Managing KYC and AML process for FI counterparties and Clients, including on-boarding and reviews.
Proficient in operating various business systems and ensure accurate earmark of financial institution limits.
Others:
Work with other departments to maintain and enhance network management/infrastructure provision from provider banks.
Continue to support branch projects/new product development across departments.
Support system and product development that enhance productivity of FI Department.
Help to enhance Fund Finance processes and policies for FI Department to work efficiently and effectively.
Fully understand and be compliant with the London Office’s internal requirements.
Qualification & Skills Required
Degree Holder (minimum Bachelor);
At least 5 years’ working experiences in UK Fund Finance market and clients development;
Good at financial analysis and Risk Identification;
Highly developed communication skills with the ability to work cohesively with all levels both internally and externally;
Proactive and efficient in work;
Fluent in English is required; if also proficient in Mandarin that would be a plus.
Relationship Manager FI Fund Finance employer: Wintermann Search
Contact Detail:
Wintermann Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager FI Fund Finance
✨Tip Number 1
Network actively within the Fund Finance community in London. Attend industry events, seminars, and conferences to meet potential clients and partners. Building relationships with key players in the market can significantly enhance your chances of landing this role.
✨Tip Number 2
Stay updated on the latest trends and developments in the Fund Finance and private equity markets. This knowledge will not only help you in interviews but also demonstrate your commitment and expertise in the field.
✨Tip Number 3
Leverage LinkedIn to connect with professionals in the Financial Institutions sector. Engage with their content and share your insights to establish yourself as a knowledgeable candidate in the industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and driven revenue growth in your previous roles. Being able to articulate your achievements will set you apart from other candidates.
We think you need these skills to ace Relationship Manager FI Fund Finance
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and qualifications required for the Relationship Manager position. Tailor your application to highlight relevant experiences in client management and financial analysis.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in the UK Fund Finance market, particularly any roles that involved client development and revenue generation. Use specific examples to demonstrate your success in these areas.
Showcase Communication Skills: Since the role requires highly developed communication skills, provide examples of how you've effectively communicated with clients and colleagues at various levels. This could include successful presentations, negotiations, or collaborative projects.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific needs of the International Bank. Mention your proactive approach to work and your ability to enhance processes and policies, as well as your fluency in English and any additional languages like Mandarin.
How to prepare for a job interview at Wintermann Search
✨Know Your Clients
Familiarize yourself with the key players in the Fund Finance market, especially those based in London or Europe. Be prepared to discuss how you can strengthen relationships with existing clients and attract new ones.
✨Demonstrate Financial Acumen
Showcase your skills in financial analysis and risk identification during the interview. Prepare examples of how you've successfully managed credit proposals and conducted industry analyses in your previous roles.
✨Highlight Communication Skills
Since this role requires strong communication abilities, be ready to provide examples of how you've effectively collaborated with various stakeholders, including banks, asset managers, and legal panels.
✨Stay Updated on Market Trends
Conduct thorough research on current trends in the Fund Finance and private equity markets. Being knowledgeable about recent developments will demonstrate your proactive approach and commitment to the role.
