At a Glance
- Tasks: Support Relationship Managers and develop key Financial Institution relationships while managing client onboarding.
- Company: Dynamic financial services firm in London with a focus on innovation.
- Benefits: Competitive salary, professional development, and opportunities for career progression.
- Other info: Collaborative environment with a focus on client relationships and market analysis.
- Why this job: Gain valuable experience in relationship management and work with diverse financial institutions.
- Qualifications: 3-5 years in banking or financial services with strong analytical and communication skills.
The predicted salary is between 54000 - 66000 £ per year.
We are looking for a Junior Relationship Manager to join our Financial Institutions Group (FIG) in London.
The role offers exposure to a broad range of Non-Bank Financial Institutions across Asset Management, Hedge Funds, Insurance, Securities & Exchanges and Official Institutions.
Working with Senior Relationship Managers and product partners, the successful candidate will support existing relationships while taking increasing responsibility for client coverage, onboarding, credit and commercial analysis.
This would suit someone with 3-5 years' relevant banking or financial services experience who wants to progress into broader FIG relationship management.
Key Responsibilities
- Support Relationship Managers in developing key Financial Institution relationships, taking greater direct client responsibility over time.
- Understand clients' strategies, financial positions and banking needs to identify new business and cross-sell opportunities.
- Coordinate client and fund onboarding with clients and internal KYC, Credit, Legal, Operations and product teams.
- Collect, review and analyse client and fund information for proposals, onboarding and internal approvals.
- Support credit applications and annual reviews, including financial, peer and sector analysis, ratings and limits.
- Manage portfolio monitoring, including covenants, credit conditions, account reviews, limits and post-transaction requirements.
- Maintain accurate client, account and relationship records, coordinating bulk portfolio changes where required.
- Analyse sectors and competitors to identify market developments, risks and business opportunities.
- Prepare client presentations, briefing materials, meeting packs and internal papers.
- Participate in client meetings and calls, coordinating follow-up actions.
- Work with product colleagues including Global Financial Markets and Transaction Banking to develop client relationships.
- Candidate Profile
- 3-5 years' banking or financial services experience, ideally in Financial Institutions, credit, client coverage or relationship management.
- Understanding of Non-Bank Financial Institutions sectors such as Asset Management, Hedge Funds, Insurance, Securities/Exchanges and Official Institutions.
- Relevant degree or professional qualification, ideally in Finance, Banking, Economics, Business or a related discipline.
- Strong grounding in financial and credit analysis.
- Experience in client onboarding, KYC, credit processes or account management.
- Strong written and verbal communication skills, including producing high quality client and internal materials.
- Strong organisational skills, with the ability to manage multiple workstreams and priorities.
- Proactive, commercially minded approach focused on understanding clients and deepening relationships.
- Collaborative mindset with the ability to work seamlessly across internal teams and directly with external clients.
Junior Relationship Manager in London employer: DBS Bank
DBS Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals looking to thrive in the banking sector. With a strong emphasis on employee growth and development, you will have access to various training programs and career advancement opportunities. Located in the United Kingdom, DBS Bank offers a dynamic environment where your contributions directly impact operational efficiency and customer satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Relationship Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like DBS Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Relationship Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to DBS Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on DBS Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at DBS Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with DBS Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at DBS Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former DBS Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
