SPECIFIC DUTIES & RESPONSIBILITES
Client Relationship Management
· Build and maintain strong, long-term relationships with fintech companies, including payment service providers, digital lenders, insurtechs, neobanks, and financial technology enablers.
· Act as the primary relationship owner, ensuring high-quality client coverage and responsiveness.
· Understand clients’ business models, growth strategies, regulatory environment, and funding needs.
Business Development & Origination
· Identify and originate investment banking opportunities including:
· Capital raising (debt and equity)
· Mergers, acquisitions, and strategic partnerships
· Structured finance and balance sheet solutions
· Proactively cross-sell the bank’s products and solutions across investment banking, treasury, and transaction banking.
· Develop relationship plans and pipelines aligned with fintech sector trends.
Deal Execution & Coverage
· Coordinate internal product teams to structure and execute mandates efficiently.
· Support due diligence, financial analysis, and preparation of pitch materials and proposals.
· Participate in negotiations and transaction execution to ensure commercial objectives are achieved.
Industry & Market Intelligence
· Track developments in the fintech ecosystem, including regulatory changes, funding trends, and emerging technologies.
· Provide insights and strategic advice to clients based on market intelligence.
· Support internal thought leadership and sector strategy for fintech within the FI unit.
Risk & Compliance Management
· Ensure compliance with internal credit policies, KYC/AML requirements, and regulatory guidelines.
· Work closely with risk, legal, and compliance teams to manage client and transaction risks.
· Perform other duties as assigned by the Head, Financial Institutions Unit