We are seeking a dynamic and experienced Relationship Manager to join our Non-Bank Financial Institutions (FI) coverage team. In this role, you will manage, expand, and deepen relationships with a specialized portfolio of Non-Bank Financial Institutions, with a primary focus on Chinese securities firms, Chinese insurance companies, and public sector entities.
The ideal candidate will leverage their deep industry knowledge and strong regional network to drive revenue growth, structure bespoke financial solutions, and cross-sell a comprehensive suite of corporate banking products.
Key Responsibilities
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Portfolio Management & Growth: Act as the primary point of contact for a designated portfolio of Non-Bank FI clients, specifically targeting top-tier Chinese securities firms, insurance companies, and public sector accounts.
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Client Acquisition: Proactively identify and acquire new-to-bank clients by developing tailored pitching strategies and leveraging market intelligence.
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Credit & Risk Stewardship: Prepare high-quality credit proposals, conduct rigorous financial analysis, monitor account performance, and maintain a robust credit risk profile in line with internal policies.
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Cross-Selling & Product Execution: Collaborate closely with product partners (such as Global Markets, Trade Finance, Treasury, and Investment Banking) to deliver comprehensive solutions including syndications, debt capital markets, and liquidity management.
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Market Intelligence: Monitor regulatory changes, macroeconomic trends, and competitor activities within the offshore Chinese FI landscape to identify emerging business opportunities.
Key Requirements
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Experience: 5 to 7 years of solid relationship management or business development experience specifically within the Non-Bank FI sector (covering securities firms, insurance companies, or public sector clients) at a licensed commercial or corporate bank.
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Knowledge: Sound understanding of cross-border financing structures, regulatory frameworks, and treasury products tailored to Chinese financial institutions operating offshore.
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Skills: Excellent credit analysis, financial modeling, and risk assessment skills, coupled with a proven track record of managing and growing a profitable client portfolio.
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Communication: Exceptional interpersonal, negotiation, and presentation skills. Fluency in English and Mandarin (both spoken and written) is essential to effectively engage with mainland-headquartered clients and internal stakeholders.
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Education: Bachelor’s degree or above in Finance, Economics, Business Administration, or a related discipline.
Why Join Us? (Selling Points)
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Strategic Growth Segment: Play a pivotal role in a core, high-growth business pillar focusing on marquee Chinese financial institutions and public sector entities.
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Comprehensive Product Suite: Enjoy strong institutional backing with robust cross-border, treasury, and capital markets capabilities to effectively address complex client needs.
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Competitive Compensation: Receive an attractive remuneration package paired with performance-based incentives and clear career progression pathways.
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Collaborative Culture: Work within a dynamic, supportive, and multicultural team environment that values innovation, professional growth, and cross-functional synergy.
