FI Relationship Manager

Job Description:

• Develop and execute business plans for the Financial Institution (FI) segment to achieve branch profit and growth targets.

• Build and maintain strong relationships with FI clients, including banks, insurance companies, securities firms, and other financial entities.

• Identify and pursue new FI business opportunities, providing high-quality services to expand the bank’s FI portfolio and revenue sources.

• Monitor industry trends, regulatory changes, and market developments to formulate effective FI product strategies and solutions.

• Deepen existing FI client relationships to enhance customer satisfaction, loyalty, and cross-selling opportunities.

• Conduct regular reviews of FI clients’ financial health and risk profiles, ensuring proper post-transaction management and minimizing credit risk.

• Assist in the onboarding and documentation process for FI clients, ensuring compliance with internal policies and regulatory requirements.

• Ensure strict adherence to all relevant banking laws, regulations, and AML policies in FI transactions.

Requirement:

• Bachelor’s degree in Banking-Finance, Economics, or related fields.

• Solid knowledge of financial markets, FI products, and banking operations; ability to assess and develop FI client relationships.

• Strong understanding of credit analysis and risk management for FI clients.

• Minimum 3 years of experience in FI relationship management or related positions.

• Fluent in English.

• Familiarity with CITAD, VCB Money, SWIFT Alliance, and relevant banking systems.

• Excellent communication, negotiation, and interpersonal skills; ability to work effectively in teams and under pressure.