Junior Relationship Manager

FIG Junior Relationship Manager

We are looking for a Junior Relationship Manager to join our Financial Institutions Group (FIG) in London.

The role offers exposure to a broad range of Non-Bank Financial Institutions across Asset Management, Hedge Funds, Insurance, Securities & Exchanges and Official Institutions.

Working with Senior Relationship Managers and product partners, the successful candidate will support existing relationships while taking increasing responsibility for client coverage, onboarding, credit and commercial analysis.

This would suit someone with 3-5 years' relevant banking or financial services experience who wants to progress into broader FIG relationship management.

Key Responsibilities

• Support Relationship Managers in developing key Financial Institution relationships, taking greater direct client responsibility over time.
• Understand clients’ strategies, financial positions and banking needs to identify new business and cross-sell opportunities.
• Coordinate client and fund onboarding with clients and internal KYC, Credit, Legal, Operations and product teams.
• Collect, review and analyse client and fund information for proposals, onboarding and internal approvals.
• Support credit applications and annual reviews, including financial, peer and sector analysis, ratings and limits.
• Manage portfolio monitoring, including covenants, credit conditions, account reviews, limits and post-transaction requirements.
• Maintain accurate client, account and relationship records, coordinating bulk portfolio changes where required.
• Analyse sectors and competitors to identify market developments, risks and business opportunities.
• Prepare client presentations, briefing materials, meeting packs and internal papers.
• Participate in client meetings and calls, coordinating follow-up actions.
• Work with product colleagues including Global Financial Markets and Transaction Banking to develop client relationships.

Candidate Profile

• 3-5 years' banking or financial services experience, ideally in Financial Institutions, credit, client coverage or relationship management.
• Understanding of Non-Bank Financial Institutions sectors such as Asset Management, Hedge Funds, Insurance, Securities/Exchanges and Official Institutions.
• Relevant degree or professional qualification, ideally in Finance, Banking, Economics, Business or a related discipline.
• Strong grounding in financial and credit analysis.
• Experience in client onboarding, KYC, credit processes or account management.
• Strong written and verbal communication skills, including producing high quality client and internal materials.
• Strong organisational skills, with the ability to manage multiple workstreams and priorities.
• Proactive, commercially minded approach focused on understanding clients and deepening relationships.
• Collaborative mindset with the ability to work seamlessly across internal teams and directly with external clients.