Banking Relationship Manager ??? Non-Banking Financial Institutions

It is essential for all applicants to have UK banking experience.

On behalf of our client, based in London, we are looking to recruit a Banking Relationship Manager Non-Banking Financial Institutions person on a permanent basis.

The main purpose of the role is to assist in growing Non-Bank Financial Institutions (NBFI) business with a view to meet set budget /financial goals and develop new relationships. This will be achieved by representing and promoting the company, offering tailored products and services to clients in the including assistance in building new client relationships, maintaining existing client relationship, credit process, client on-boarding and portfolio management.

Responsibilities:

• To assist in originating NBFI s related businesses and help in meeting the departments strategic and financial goals/objectives.
• To work closely with Head to develop and implement a strategic & tactical plan to build/grow NBFI business based on knowledge of industry, growth projections and funding strategies & objectives.
• To provide ideas/initiatives that differentiate in NBFI sector and increase the level of business by comprehending and presenting to appropriate NBFI clients in line with profile and capacity.
• Relationship development & marketing to existing clients plus business development to prospective clients, including co-ordination of the deal structure and closing sufficient transactions to meet agreed revenue targets.
• To increase profitability, relationship depth while minimizing risk and build a network of business introducers in the local professional and business community.
• To optimise the potential value and profitability of existing relationships by assisting in the delivery of solutions, products and services appropriate to meet customer need and to improve customer engagement.
• To act as the Product Manager of payment facilities and FI s syndications as well as lead, inspire and motivate NBFI colleagues to ensure a seamless relationship management service is delivered to all customers and proactively share product knowledge, experiences and best practices within the department.
• Prepare credit requests and present credit proposals/analysis in an impactful manner after taking into consideration regulatory and internal policy requirements. Provide recommendations from credit perspective in terms of facility elements such as size, structure, etc.
• To co-ordinate between the Departments including KYC/Credit/Loan Administration, etc., and to ensure information needed for credit application, assessment, approval, and monitoring is readily accessible.
• Assist in the execution process of credit facilities and manage/review/complete relevant facility documentation and other functions as may be required in the on-boarding process of new/existing clients.
• Drive the account planning process, including completing and maintaining relationship plans, files notes and call reports. Engage and gain commitment of product specialists on client product solution and delivery.
• Complete timely and in-depth evaluations or reviews of financial and operating risks for all credit facilities in order to ensure usage is in accordance with approved terms and conditions, regular covenant monitoring, etc. as part of portfolio management.
• Follow up any credit risk issues identified by the Department and prepare an investigation report.
• To monitor local and international credit market issues to ensure adequate precautions are available to minimize credit risk.
• To act as the co-ordinator of NBFI s relationships to promote business in other product lines for product cross-selling purpose such as trade finance, correspondent banking, treasury business, clearing and settlement arrangement etc.
• To provide an analysis of competitors and benchmarks of the local market.
• To complete all the relevant documentation and other functions as may be required to assist the Head of Department.
• To act as the First Line of Defence with respect to the ownership and ongoing management of credit risk within the portfolio. This includes the preparation of all credit memoranda (proposals) inclusive of new money deals, annual reviews and credit modifications.

Skills and knowledge:

• Minimum 5 years Relationship Management experience covering NBFI sectors such as Insurance Companies, Funds, Broker Dealers and Asset Managers
• Good NBFI Relationship Management, credit analysis and Portfolio Management skills
• Good understanding of credit products
• Build effective networks across business areas
• Experience of effectively using knowledge of credit products, processes and risks to make fair and informed lending decisions;
• Advanced selling skills and willing to work the details personally

For further information on this exciting opportunity please send a copy of your CV to Judith Webb quoting job number 16720BH