Associate, Assistant Relationship Manager, Institutional Investors Coverage

3 days ago


Singapore Office Marina One MUFG Full time $60,000 - $120,000 per year

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Purpose of the job:

The Institutional Investors Associate will play a key role in the growth of the GCIB Institutional Investors team and will support ongoing portfolio management of institutional investor clients within Singapore and the broader APAC region where required. This support will be critical to their role, with a core focus on customer servicing and risk management.

This role plays an integral part in delivering the Bank's products and services to the client by way of successful completion of a range of day to day tasks, including: the management of Institutional Investor customer portfolio (including preparation of client presentations, customer account plans and any portfolio related work such as ongoing KYC and Credit application renewals), and supporting the Relationship Managers to manage new transactions on an end to end basis (incorporating deal structuring, KYC, assisting with credit submissions). In addition, the role holder is also expected to support the relationship managers with the origination activities, all whilst managing compliance with internal processes and policies.

Job Responsibilities:

Strategic     

FI Strategy and Focus: This role supports the ongoing growth & management of the Institutional Investors Asian business.  A proactive problem-solving attitude and high-quality standard need to be maintained and supported

Customer Acquisition under the FI Portfolio: Support the onboarding/origination of new Institutional Investor clients as part of our local, regional and global growth plans. Specific focus to independently manage a subset of clients focussed on building liabilities and deposits from these clients

Financial

No specific financial responsibilities.  The core role is to provide portfolio support to the Institutional Investors Team and assist the Coverage Team Members to achieve their financial targets.

Customer

Management of customer requests: Support the Relationship Managers in managing customer needs.  The role will require direct customer interactions as required from time to time to assist with ad hoc customer requests and liaising directly with clients in relation to legal documents, commercial negotiations and KYC matters, etc.

Direct customer engagement and support: The role will at times have direct engagement with Institutional Investor clients, and the employee is expected to be a good communicator, proactive, responsive and supportive at all times.

People

Collaboration: Develop and maintain strong relationships with key product partners and across the broader GCIB network (including regional Institutional Investor Coverage and Portfolio teams).

Teamwork: The role will sit within the Institutional Investor Coverage team in Singapore Financial Institutions but work across a broad range GCIB members, as well as Middle Office, Credit Risk, Operations & KYC teams, and at all times the employee will demonstrate a proactive and positive approach. 

Risk: Trust and faith from our risk representatives is crucial.

Other/ Control

Account Management: The Associate will support a portfolio of Institutional Investor clients with a focus on achievement of the Bank's risk / return targets through:

  • covenant compliance monitoring;

  • tracking revenues against budgets and other metrics for the portfolio

  • pipeline management and account planning

  • supporting refinancing and other revenue initiatives across the portfolio;

  • assisting annual credit review process and internal rating reviews;

  • coordinating within the MUFG network for ancillary opportunities;

  • client interaction on tasks including for on-boarding and account management; and

  • any other required tasks in accordance with the Bank's policies and procedures and required to support the broader Financial Institutions business

Portfolio Management:  Support the in country Institutional Investors coverage team with all portfolio related matters & requests across the Singapore client set, including a focus on risk / return and other strategic related work.

Job Requirements:

Education & Professional Qualifications

  • Minimum Degree in Business or Commerce or Finance 

  • Masters of Finance, MBA or CFA will be considered favourably

Length & Type of Experience

  • Minimum 5 years' experience in banking

  • Minimum 3 years' experience in global institutional banking

  • Candidate with experience across Institutional Investor clients is a plus.

  • We may also consider candidates from chartered accounting firms, investment banks, investment management or from a treasury team in general corporates.

The ideal candidate should have:

  • Good knowledge of institutional investor industry, Fund Financing products, Global Market products, analytical skills and MS excel skills;

  • Be able to engage in independent analysis of customers and markets and apply critical thinking and a high level of attention to detail;

  • The ability and confidence to communicate clearly both in writing and verbally;

We are looking for someone who:

  • Has strong interpersonal and presentations skills;

  • Is a team player;

  • Is a self-starter who applies initiative and has drive & enthusiasm;

  • Has an analytical mindset and problem solving skills;

  • Has the ability to work independently and prioritise a number of credit & non-credit risk tasks across various work streams and alongside a number of stakeholders.

Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.



  • Singapore MUFG BANK, LTD. SINGAPORE BRANCH Full time

    **About the role**: In your role as Vice President, Institutional Investors Coverage, Financial Institutions you will be a key driver in building out the funds and financial sponsors business in the region, own and be accountable for internal product / structuring discussions and managing client requirements. You will be familiar with the sector’s buying...


  • Singapore WilsonHCG Singapore Pte. Ltd. Full time

    Our client, a leading global alternative investment manager, is seeking an Associate to join its Institutional Client Coverage team in Hong Kong or Singapore. The role will focus on capital raising and client servicing for Asia-based institutional investors, with particular emphasis on the insurance sector. **Key Responsibilities**: - Support senior...


  • Singapore Office Marina One MUFG Full time $40,000 - $80,000 per year

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships,...


  • Singapore Commonwealth Bank Full time

    **Singapore based opportunity**: - **Exposure to diverse range of institutional portfolio management strategies across Global Banks, Government, Education and Non-bank Financial Institutions’ sector**: - **Opportunities for career growth and development**: - **Dynamic and collaborative work environment** Institutional Banking and Markets (IB&M) is...


  • Singapore WilsonHCG Singapore Pte. Ltd. Full time

    Our client, a leading global alternative investment manager, is seeking an Associate to join its Institutional Client Coverage team in Hong Kong or Singapore. The role will focus on capital raising and client servicing for Asia-based institutional investors, with particular emphasis on the insurance sector. This is a rare opportunity to work across a...


  • Singapore Aviva Investors Full time

    Overview Join to apply for the Client Relationship Associate, APAC role at Aviva Investors . Responsibilities Support the Client Relationship and Sales Directors in servicing existing clients, developing new business, and engaging directly with clients in line with our APAC strategy. Ensure exceptional client servicing, proactively following up after...


  • Singapore WITH INTELLIGENCE PTE. LTD. Full time

    With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. Across hedge funds, private credit, private equity, real estate and traditional asset management, our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information...

  • Investor Relations

    2 weeks ago


    Singapore WENG FAMILY PTE. LTD. Full time

    **Job Duties & Responsibilities** - Be responsible for IR events such as roadshow, seminars and investor meeting - Leads accounts and constructive feedback, ideas and experience - Organize investor meetings, conferences, media interviews and company visits for clients - Increase awareness and coverage by working with research houses and media. - Reach out to...


  • Singapore CULTIVATE PEOPLE PTE. LTD. Full time

    **About the firm January Capital is an established venture capital manager headquartered in Singapore. At January Capital, we seek to invest in technology businesses that will power growth in the Asia-Pacific region over the coming decades. We’re inspired by those individuals who are willing to dedicate themselves to solve some of the region’s biggest...


  • Singapore Aviva Investors Full time

    Overview Join to apply for the Client Relationship Associate, APAC role at Aviva Investors . Responsibilities Support the Client Relationship and Sales Directors in servicing existing clients, developing new business, and engaging directly with clients in line with our APAC strategy. Ensure exceptional client servicing, proactively following up after...