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FI Fund Finance Relationship Manager

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 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;
  • Fluency in English is required; spoken and written Mandarin would be a plus.

 

For further information, please contact: 

Enrico Castagnetti, Wintermann Search & Selection Limited

Mobile:       +44 (0)7711 267500

Email:         enrico@wintermann.co.uk

 

 

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