FI Relationship Coverage Specialist

2 weeks ago

Singapore beBeeRelationship Full time $90,000 - $120,000
">Financial Institution Relationship Assistant

The ideal candidate will be a highly motivated and organized individual with excellent communication skills, who can work effectively in a team environment.

Key Responsibilities:
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  • Support relationship managers in managing portfolios of financial institution clients.
  • Assist with client onboarding, including due diligence, periodic reviews, and documentation checks.
  • Prepare credit applications and support the credit review process.
  • Coordinate documentation and execution of facilities, treasury, and other banking products.
  • Liaise with internal teams to ensure seamless client support and transaction execution.
  • Monitor client activity and market trends to identify potential risks and business opportunities.
  • Prepare pitch materials, proposals, and presentations to support relationship development and cross-selling.
  • Manage internal records, maintain client data, and ensure timely follow-ups on client needs and requests.
Job Requirements:
  • ">
  • Bachelor's degree in banking, finance, accounting, 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 a strong plus.
  • Proficiency in English and Mandarin (to liaise with Mandarin-speaking stakeholders and clients).
  • Excellent organizational, analytical, and multitasking abilities.
  • Proactive team player who can work independently and collaborate across departments.

This role offers valuable experience in a reputable banking environment and exposes you to various aspects of financial institution coverage.

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