Job Description
This is a strong opportunity for candidates with established Non-Bank Financial Institutions (NBFI) coverage experience who are looking to join an international banking platform with growing cross-border activity between the UK, Europe and Asia. My client is seeking an experienced Non-Bank Financial Institutions Relationship Manager to join their London-based team. The successful candidate will work closely with senior stakeholders internally across Financial Institutions, Treasury, Corporate Banking, Risk, Compliance and Client-Onboarding teams to deliver broader banking solutions to institutional clients and support the continued expansion of the Bank’s FI franchise in the region.
Job Title: Non-Bank Financial Institutions Relationship Manager
Location: City of London
Work style: 100% office based
Salary: up to £90,000
Languages: Fluent Mandarin and English
About the role:
The role will focus on both originating new institutional client relationships and further developing existing NBFI accounts across a broad range of sectors including:
• Brokers
• Asset Managers
• Insurance Companies
• Sovereign Wealth Funds
• Financial Market Infrastructure
• Fintech & Payment Institutions
• Other institutional financial clients
Key Responsibilities
* Develop and maintain relationships with Non-Bank Financial Institutions, including brokers, asset managers, insurance companies, sovereign wealth funds, financial infrastructure institutions, and fintech clients
* Identify and originate new business opportunities, expanding the client base in line with departmental strategy
* Promote and market a full suite of banking products and services, including deposits, loans (bilateral and syndicated), financial markets products, RMB clearing, and custody-related services
* Work closely with Corporate Banking and Treasury teams to deliver cross-selling opportunities
* Support Chinese capital market-related business, including QFI and bond-related products
* Coordinate with internal teams such as Client Onboarding and Compliance to ensure smooth KYC, onboarding, and periodic reviews
* Prepare credit applications for client facilities and limits, and liaise with Head Office and internal credit committees for approvals
* Provide regular management information and reporting to support business decision-making
* Undertake additional responsibilities as required to support business needs
Requirements
* Degree educated, with relevant professional qualifications (e.g. CFA) considered an advantage
* Minimum 5 years’ experience in banking, with a focus on Financial Institutions clients
* Strong existing relationships within the NBFI sector
* Solid understanding of wholesale banking products and services
* Strong client-facing skills with a commercial and results-driven mindset
* Excellent communication, presentation, and analytical abilities
* Ability to work independently and under pressure in a fast-paced environment
* A proactive and collaborative team player
* Fluent English required
* Experience in custody sales and knowledge of UK CASS rules would be advantageous