Relationship Manager (VP-SVP), FI

Job Purpose

The incumbent will be responsible to develop new business relationship and strengthen existing client relationship.

Key Accountabilities

• Achieving the goal being set-up including client prospecting, marketing plan, new client acquisition and revenue generating
• To monitor and manage new and existing account relationship in order to optimize return
• Partner with Global Transaction Services (GTS)and Global Financial Markets (GFM) teams to expand client wallet share across institutional cash, trade, and treasury derivatives.
• Deliver quality underwriting recommendations based on sound judgment, and a systematic and consistent approach in line with Bank’s credit policies

Job Duties & Responsibilities

• Relationship Cultivation: Build and maintain key client relationships across key Financial Institution clients to originate strategic banking transactions.
• Ecosystem Orchestration: Serve as the primary, seamless intermediary between external clients, internal product groups, and backend operational support units.
• Credit Analysis: Structure and compile complex credit proposals, write data-driven credit reports, and handle timely annual credit reviews.
• Market Origination: Proactively pitch, market, and structure bespoke capital markets, trade finance, and treasury hedging solutions to institutional prospects.
• Risk & Compliance Management: Execute robust first-line Customer Due Diligence (CDD), KYC protocols, and transaction monitoring to eliminate financial crime risks.

Experience

• Industry Tenure: Minimum of 10 years of progressive institutional relationship banking experience within the Financial Institutions sector.
• Sector Expertise: Deep domain knowledge of Banks and Non-Bank Financial Institutions (NBFI), with explicit focus on the securities, asset management, and public/private fund segments.
• Product Proficiency: Strong familiarity with FICC (Fixed Income, Currencies, and Commodities), structured derivatives, transaction banking, and master documentation frameworks such as ISDA, GMRA, or GMSLA.
• Regulatory Acumen: Up-to-date, fluent understanding of China’s financial market policies, macroeconomic regulations, and compliance standards.
• Technical Skills: Elite corporate credit analysis, underwriting capabilities, and structured risk assessment expertise.
• Communication Fluency: Exceptional verbal and written English and Mandarin presentation skills tailored for institutional client interactions.

Education / Preferred Qualifications

University graduate, major in either Banking, Finance or Accounting is preferred

Core Competencies

• Result-Driven:Unyielding focus on hitting commercial metrics while maintaining quality parameters.
• Strategic Problem-Solving:Ability to resolve complex technical hurdles for fast-paced institutional client segments.
• Collaboration & Teamwork:Exceptional interpersonal skills designed to interface successfully across global matrixed networks.
• Resilience Under Pressure:Proven adaptability in managing tight deadlines within high-stress financial environments.

Technical Competencies

• Industry knowledge
• Strong credit and risk skills

Location:

PRC - Shanghai

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time