Relationship Manager, GWBFI - Financial Institutions MY (01986)

Posted 16 Days Ago
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2 Locations
In-Office or Remote
Senior level
Financial Services
The Role
Manage and grow a portfolio of financial institution clients by identifying opportunities and risks, sizing wallet potential, preparing credit applications and CA recommendations, maintaining KYC, ensuring credit quality and governance, and developing cross-border product business to meet revenue targets.
Summary Generated by Built In

Key Responsibilities:
•    Build and maintain a proactive relationship with a specific portfolio of Financial Institutions Group (“FIG”) clients.
•    Understand the opportunities and risks facing the client.
•    Take the lead in sizing the wallet potential of the key clients, with inputs from all relevant product partners.
•    Work in partnership to ensure that credit applications for new & existing facilities, including renewals, are correctly prepared in accordance to group standards.
•    CA preparation and recommendation for approval.
•    Build network with FI clients globally and maintain KYC responsibility over FI client portfolio.
•    Responsible for credit quality and operational governance of FI clients.
•    Identify and develop cross border and cross functional product business opportunities.
•    Support the Director of Financial Institutions to formulate the business strategy with an aim to achieve revenue budgets and develop new profitable business relationships.

Key Requirements:
•    Basic Degree in Accounting, Business Finance or Economics.
•    Minimum 5 years work experience in relationship coverage with at least 2 years in covering the financial institutions segment.
•    Good knowledge in various product offerrings to financial institutions, including cash clearing, trade, custody, treasury and capital markets.
•    Strong credit knowledge.
 

Skills Required

  • Basic degree in Accounting, Business Finance or Economics
  • Minimum 5 years work experience in relationship coverage with at least 2 years covering financial institutions
  • Good knowledge of product offerings to financial institutions including cash clearing, trade, custody, treasury and capital markets
  • Strong credit knowledge
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