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For Companies At a Glance
- Tasks: Manage relationships with financial institutions and drive revenue through strategic customer engagement.
- Company: Join an International Bank focused on Fund Finance in the dynamic London market.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a team that shapes the future of Fund Finance while building valuable industry connections.
- Qualifications: Bachelor's degree and 5+ years in UK Fund Finance; strong communication and analytical skills required.
- Other info: Fluency in Mandarin is a plus; embrace a proactive and efficient work culture.
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 and Europe. Attend industry events, seminars, and conferences to meet potential clients and partners. Building relationships in person can significantly enhance your chances of being noticed.
✨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 with clients but also demonstrate your expertise and commitment to the role.
✨Tip Number 3
Leverage social media platforms like LinkedIn to connect with professionals in the industry. Share relevant content and engage in discussions to position yourself as a knowledgeable resource in Fund Finance.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and generated revenue in your previous roles. Being able to articulate your past successes will make you a more compelling candidate.
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 strong communication skills, provide examples of how you have effectively communicated with clients and colleagues at various levels. Mention any experience working with international teams or stakeholders.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific needs of the International Bank. Discuss your proactive approach to client management and how you can contribute to enhancing their Fund Finance processes and policies.
How to prepare for a job interview at Wintermann Search
✨Know Your Clients
Make sure to research the key players in the Fund Finance market, especially those with a presence in London or Europe. Understanding their needs and how you can add value will help you stand out during the interview.
✨Demonstrate Financial Acumen
Be prepared to discuss your experience with financial analysis and risk identification. Bring examples of how you've successfully managed client relationships and contributed to revenue generation in previous roles.
✨Showcase Communication Skills
Highlight your ability to communicate effectively with various stakeholders. Prepare to share instances where your communication skills helped strengthen relationships or resolve conflicts.
✨Understand Compliance Requirements
Familiarize yourself with KYC and AML processes, as well as the internal requirements of the London Office. Being knowledgeable about these areas will demonstrate your commitment to compliance and risk management.
