Relationship Manager - Trade Finance

SUMMARY:
The Relationship Manager – Trade Finance is responsible for managing and growing a portfolio of corporate clients, providing trade finance solutions, and developing long-term relationships. The role involves advising clients on trade finance products, structuring deals, and ensuring risk management while driving revenue growth.

POSITION INFO:

Key Responsibilities:

Client Relationship Management:

• Develop and manage relationships with corporate and institutional clients requiring trade finance solutions.
• Act as the primary point of contact for clients, understanding their business needs and trade finance requirements.
• Provide excellent client service, ensuring satisfaction and retention.

Trade Finance Solutions & Advisory:

• Structure and recommend trade finance products such as letters of credit, guarantees, supply chain finance, export/import financing, and documentary collections.
• Identify opportunities to cross-sell trade finance solutions within the bank’s existing client base.
• Stay updated on trade finance market trends, regulatory changes, and new product developments.

Revenue Growth & Business Development:

• Develop and execute a strategic plan to acquire new trade finance clients and grow the portfolio.
• Work closely with product teams and treasury to structure competitive financing solutions.
• Meet and exceed revenue, profitability, and portfolio growth targets.

Risk & Compliance Management:

• Conduct due diligence, credit analysis, and risk assessments for trade finance transactions.
• Ensure compliance with internal policies, AML/KYC regulations, and trade finance laws.
• Monitor transaction risks and recommend risk mitigation strategies.

Collaboration & Stakeholder Engagement:

• Work closely with internal teams, including credit, risk, and operations, to facilitate trade transactions.
• Represent the bank at industry forums, networking events, and client meetings.
• Collaborate with global trade finance teams to enhance service delivery.

Key Requirements:

Education & Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• A Master’s degree or professional qualification (CITF, CDCS, CFA, or equivalent) is advantageous.

Experience:

• 5+ years of experience in trade finance, corporate banking, or relationship management.
• Proven track record of managing trade finance transactions and corporate client portfolios.
• Strong understanding of trade finance products, credit risk, and regulatory frameworks.

Skills & Competencies:

• Excellent relationship management and negotiation skills.
• Strong analytical and credit assessment abilities.
• In-depth knowledge of trade finance structures, documentation, and international trade regulations.
• Ability to work under pressure and meet revenue targets.
• Strong communication and presentation skills.