Search

Fund Finance, Financial Institutions Relationship Manager

Posted: 11/03/25
Recruiter:Barbara Houghton Associates
Reference:2910902720
Type:Permanent
Salary:£70,000 - £90,000 Annual
Location:City, London
Description:

It is essential that all applicants have some UK work experience, including at least 5 years Fund Finance market and client development experience gained from a banking or financial environment. Our client does not offer sponsorship, student visa or PSW, therefore 3+ years on visa eligibility to work in UK is essential.

Our client, a Financial Institution, is seeking a Fund Finance, Financial Institutions Relationship Manager to join their team on a permanent basis.

Responsibilities include (but not limited to):

Client Management:

  • Establish core Fund Finance customer business circle by identifying strategic customers with presence in London or European market.
  • Strengthen cooperation with existing Fund Finance customers and expanding new customer list through active product introduction, asset placement, and other bilateral relationship.
  • Revenue generation to meet business targets, mainly through Fund subscription finance.
  • Maintain close relationship with core lead banks, asset managers, external legal panels, fund finance associations, etc to develop Fund Finance business portfolio.
  • Continuous market research and industry analysis on Fund Finance and private equity market.

Performance Management:

  • Proactively carry out customer development and marketing, complete weekly call reports accordingly.
  • Prepare credit proposal based on FI clients credit facility requirement, including financial analysis, risk analysis and mitigants, industry analysis, etc; Complete periodic post-loan reviews.
  • Managing KYC and AML process for FI counterparties and Clients, including on-boarding and reviews.
  • Proficient in operating various business systems and ensure accurate earmark of financial institution limits.

Others:

  • Work with other departments to maintain and enhance network management/infrastructure provision from provider banks.
  • Continue to support projects/new product development across departments.
  • Support system and product development that enhance productivity of FI Department.
  • Help to enhance Fund Finance processes and policies for FI Department to work efficiently and effectively.

Skills and experience:

  • Degree Holder (minimum Bachelor).
  • At least 5 years working experiences in UK Fund Finance market and clients development.
  • Good at financial analysis and Risk Identification.

For more information please send CV in to Judith Webb quoting job reference 16837JW.

Share this

Recruiting now