SRM/VP, Financial Institutions, Global Banking
Core
Senior Relationship Manager driving top-line revenue and managing relationships for Non-Bank Financial Institutions (NBFIs), Asset Managers, PE/VC Funds, and Family Offices.
Role type
Senior IC relationship manager (Financial Institutions)
Builds
Wholesale banking solutions including FX, Treasury, Custody, Trade Finance, and Credit Facilities for fund and asset management entities.
Domain
Banking / Financial Institutions / Asset Management
Deliverable
client delivery
Required skills
Institutional portfolio management, business development & origination, capital & credit structuring, counterparty line maintenance, risk & governance compliance, complex fund structure knowledge
Preferred skills
None stated
Technologies
None stated
Responsibilities
Serve as primary coverage banker for NBFIs, Asset Managers, PE/VC Funds, Hedge Funds, and Family Offices; Proactively market and cross-sell bank products including Treasury/FX, Liquidity Management, and Fund Debt; Lead deal structuring and credit proposal processes for NBFI/Fund clients; Oversee annual credit reviews, limit setups, and relationship coverage for assigned bank counterparties; Ensure adherence to internal risk parameters, credit policies, and AML/KYC/Sanctions guidelines
Seniority
Senior, hands-on IC