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- Tasks: Manage client relationships and drive revenue in Fund Finance for a major international bank.
- Company: Join a leading global bank with a strong presence in the financial sector.
- Benefits: Enjoy competitive salary, professional development opportunities, and a dynamic work environment.
- Why this job: Be part of a collaborative team that impacts the Fund Finance market and builds valuable connections.
- Qualifications: Bachelor's degree and 5 years' experience in UK Fund Finance; strong communication and analytical skills required.
- Other info: Fluency in Mandarin is a plus; embrace a role that supports innovation and efficiency.
The predicted salary is between 43200 - 72000 £ per year.
Our Client is a major international Bank who are currently searching for an FI Fund Finance Relationship Manager for their London Office. Further details below:
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 expand new customer list through active product introduction, asset placement, and other bilateral relationships. Revenue generation to meet FI team’s business targets, mainly through Fund subscription finance. Maintain close relationships 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, completing weekly call reports accordingly. Build up professional relationships with relevant departments of the Bank’s London Branch, Head Office, Overseas branches, Domestic branches and other international platforms. Prepare credit proposals based on FI clients’ credit facility requirements, including financial analysis, risk analysis and mitigants, industry analysis, etc.; complete periodic post-loan reviews. Managing KYC and AML processes for FI counterparties and Clients, including on-boarding and reviews. Proficient in operating various business systems and ensure accurate earmarking 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 enhances 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 experience in the UK Fund Finance market and client 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;
- Fluency in English is required; spoken and written Mandarin would be a plus.
FI Fund Finance Relationship Manager employer: Wintermann Search
Contact Detail:
Wintermann Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FI Fund Finance Relationship Manager
✨Tip Number 1
Network actively within the Fund Finance sector in London. Attend industry events, seminars, and conferences to meet potential clients and partners. Building relationships with key players can give you an edge in understanding market needs and opportunities.
✨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 conversations but also demonstrate your commitment and expertise to potential employers.
✨Tip Number 3
Leverage social media platforms like LinkedIn to connect with professionals in the industry. Share relevant content and engage in discussions to showcase your knowledge and interest in Fund Finance, which can attract attention from recruiters.
✨Tip Number 4
Consider reaching out directly to current employees at the bank or similar institutions. Informational interviews can provide insights into the company culture and expectations, and may even lead to referrals for open positions.
We think you need these skills to ace FI Fund Finance Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the UK Fund Finance market. Emphasise your client management skills and any specific achievements related to revenue generation or customer development.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with financial analysis, risk identification, and your ability to build professional relationships.
Highlight Relevant Skills: In your application, clearly outline your communication skills and your proactive approach to work. If you have fluency in Mandarin, be sure to mention it as it could set you apart from other candidates.
Showcase Market Knowledge: Demonstrate your knowledge of the Fund Finance and private equity market in your application. Include any insights or trends you've identified through your market research that could benefit the company.
How to prepare for a job interview at Wintermann Search
✨Research the Company and Market
Before your interview, make sure to thoroughly research the bank and its position in the Fund Finance market. Understand their key clients, recent developments, and how they differentiate themselves from competitors. This knowledge will help you demonstrate your interest and insight during the conversation.
✨Prepare for Client Management Scenarios
Given the emphasis on client management in the role, be ready to discuss your previous experiences in building and maintaining client relationships. Prepare specific examples that showcase your ability to identify strategic customers and expand business through effective communication and product introduction.
✨Showcase Your Financial Analysis Skills
Since the role requires strong financial analysis capabilities, be prepared to discuss your experience with credit proposals, risk analysis, and financial assessments. You might even want to bring along a case study or example of a successful project where your analysis made a significant impact.
✨Demonstrate Proactivity and Efficiency
The job description highlights the need for a proactive approach. During the interview, share instances where you took initiative to improve processes or drive results. Highlight your ability to work efficiently, especially in high-pressure situations, as this will resonate well with the interviewers.
