Senior Financial Institution Client Manager

5 hours ago

Singapore beBeeRelationship Full time $80,000 - $120,000
Financial Coverage Specialist

This role offers an exciting opportunity for candidates with a strong interest in Know Your Customer (KYC), client onboarding, and financial institution (FI) coverage to gain valuable experience in the banking sector.

Key Responsibilities:
  • Support Relationship Managers in managing a portfolio of FI clients across Singapore and the region, including banks, non-banking financial institutions (NBFIs), central banks, and sovereign wealth funds.
  • Assist with client onboarding, including KYC/AML due diligence, periodic reviews, and documentation checks in line with internal and regulatory standards.
  • Prepare credit applications and support the credit review process.
  • Coordinate documentation and execution of facilities, treasury, and other banking products.
  • Liaise with internal teams (credit, compliance, legal, and operations) to ensure seamless client support and transaction execution.
  • Monitor client activity and market trends to identify potential risks and business opportunities.
  • Develop pitch materials, proposals, and presentations to support relationship development and cross-selling.
  • Maintain accurate records, update client data, and ensure timely follow-ups on client needs and requests.
Required Skills and Qualifications:
  • Bachelor's degree in Banking, Finance, Accounting, Business, or a related field.
  • 1-3 years of experience in banking or financial services, ideally in FI coverage, relationship support, or credit/KYC roles.
  • Familiarity with KYC/AML processes and documentation for financial institutions is highly beneficial.
  • Excellent proficiency in English and Mandarin to effectively communicate with stakeholders and clients.
  • Strong organizational, analytical, and multitasking abilities.
  • A proactive team player who can work independently and collaborate across departments.

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