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OCBC

Relationship Manager - Global Funds Coverage (Global Financial Institution)

OCBC
BusinessOCBC SingaporeFull-time1 weeks ago
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About the role

AI summarised

This is a senior relationship manager role at a global financial institution, focusing on covering fund clients (asset managers, hedge funds, etc.) in Asia. The role involves managing and growing relationships, understanding client needs, and coordinating with internal teams to deliver banking and custody solutions.

BusinessFull-timeGeneral

Key Responsibilities

  • Manage and deepen relationships with a portfolio of fund clients, including asset managers, hedge funds, and private equity firms.
  • Identify and pursue new business opportunities to grow the fund coverage franchise in Asia.
  • Act as the primary point of contact for clients, understanding their strategic objectives and providing tailored solutions.
  • Coordinate with product, operations, and risk teams to ensure seamless delivery of services.
  • Monitor client portfolios, market trends, and regulatory changes to proactively address client needs.
  • Prepare and present regular business reviews and performance updates to clients and internal stakeholders.
  • Negotiate and execute commercial agreements, including fee structures and service level agreements.
  • Ensure compliance with internal policies and regulatory requirements, including AML and KYC procedures.

Requirements

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Minimum 5-10 years of experience in relationship management or client coverage within financial services, preferably covering fund clients.
  • Strong understanding of asset management, fund administration, and custody services.
  • Proven track record of business development and achieving revenue targets.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Fluency in English and Mandarin is preferred to communicate with Chinese-speaking clients.
  • CFA or other relevant professional certifications are a plus.
  • Knowledge of regulatory frameworks such as AML and KYC.
  • Willingness to travel occasionally for client meetings.