Relationship Manager – Financial Institutions

Overview

As Financial Institutions Relationship Manager, you will build and expand relationships with institutional clients to grow a global banking franchise. You’ll work with product specialists to identify needs and tailor solutions across deposits, lending, FX, cash management, and capital markets. The role focuses on cross-selling, risk-aware advisory, and driving revenue from a diverse FI/NBFI portfolio. This is an on-site London opportunity with a broad, strategic client base.

Responsibilities

• Develop and expand relationships with institutional clients across London and Europe
• Identify new business opportunities and acquire new FI/NBFI clients
• Manage and grow an existing portfolio of financial institution relationships
• Promote a broad range of banking solutions including deposits, lending, FX, cash management, trade finance and capital markets products
• Understand clients’ funding, liquidity and strategic requirements to deliver tailored solutions
• Prepare credit applications and support the management of client credit exposures
• Collaborate with Compliance and Client Onboarding teams on KYC and due diligence requirements
• Monitor portfolio performance, profitability and risk metrics
• Collaborate with internal stakeholders to maximise cross-selling opportunities

Key requirements

• 5+ years’ experience within Financial Institutions, Corporate Banking, Relationship Management, Business Development or Credit Analysis
• Strong understanding of wholesale banking products and services
• Experience covering financial institutions such as asset managers, insurers, pension funds or broker-dealers
• Knowledge of credit analysis, client risk assessment and financial statement analysis
• Understanding of KYC, AML and regulatory requirements
• Strong relationship management, communication and stakeholder engagement skills
• Commercially minded with a proven ability to develop client relationships and generate business opportunities

• relationship management
• communication
• stakeholder engagement
• wholesale banking products
• credit analysis
• KYC and due diligence

…