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The Financial Institutions Assistant Relationship Manager will support Relationship Managers in monitoring credit assets, assessing internal controls, and ensuring regulatory compliance. This role involves liaising with internal departments and clients to facilitate onboarding, credit approvals, and risk management processes.
Client Details
The client is a well-established global financial services institution with a strong presence in corporate and commercial banking. They specialise in providing tailored financial solutions to institutional clients while maintaining a commitment to regulatory compliance and risk management.
Description
The responsibilities of the Financial Institutions Assistant Relationship Manager include:
- Assist in the preparation and renewal of financial institution client limits and facilities for credit committee approval.
- Support credit monitoring, policy reviews, and internal control assessments.
- Work closely with Relationship Managers, Compliance, and Operations teams to facilitate onboarding and KYC procedures.
- Prepare management reports and respond to ad-hoc data requests from Head Office.
- Ensure conduct risk is effectively managed through robust internal control processes.
Profile
The ideal Financial Institutions Assistant Relationship Manager candidate will have a degree-level education and a minimum of two years of experience in banking. Strong analytical skills, proficiency in Excel and PowerPoint, and an understanding of corporate banking products such as syndicated loans and term deposits are essential.
Knowledge of UK regulatory frameworks, including AML and KYC policies, is preferred. The candidate should be highly organised, detail-oriented, and capable of working under pressure, with excellent written and verbal communication skills.
Mandarin writing ability is an advantage but not required.
Job Offer
This role provides a fantastic opportunity to gain hands-on experience in financial institution relationship management, credit analysis, and compliance in the City of London. The successful candidate will benefit from professional development, exposure to global banking operations, and the opportunity to work in a dynamic and supportive team environment.
