Team Head FI / Fund Finance (Bilingual Mandarin)

Midtown Manhattan, NY (On-site)

Full-Time | Permanent

Base Salary: $180,000 $230,000 per hour

Industry: Commercial Banking

Role Overview

We are seeking an experienced Team Head FI/Fund Finance to lead business development, portfolio management, and team performance within our Commercial Banking group. This role is responsible for driving revenue growth, maintaining asset quality, strengthening client relationships, and managing a high-performing team focused on FI and Fund Finance lending.

The ideal candidate brings deep industry expertise, strong leadership capabilities, and bilingual proficiency in Mandarin and English to support a global client base.

Key Responsibilities

Business Development (50%)

• Drive revenue growth across FI & Fund Finance lending and deposit products in line with team financial goals
• Develop and expand relationships with Financial Institutions based on market and industry trends
• Originate, negotiate, and manage large and complex loan transactions
• Conduct independent and joint client calls with internal marketing and product partners
• Collaborate with Assistant Relationship Managers on credit underwriting and loan monitoring
• Partner with global Relationship Managers across the bank's international network to identify and execute cross-border opportunities
• Represent the bank at industry associations, conferences, and networking events
• Stay current on market conditions, regulatory trends, and product developments

Portfolio Management (20%)

• Own portfolio profitability, asset quality, and sustainable growth
• Oversee annual credit reviews, interim reviews, and ongoing credit monitoring
• Manage existing client needs, transactions, and issue resolution
• Partner closely with Credit and Risk teams to address credit issues and covenant compliance

Team Leadership & Development (10%)

• Lead, coach, and mentor Relationship Managers and Assistant Relationship Managers
• Ensure timely execution of business objectives and internal controls
• Support talent development, hiring, and retention initiatives in collaboration with senior leadership

Additional Responsibilities (20%)

• Support training, operational initiatives, and strategic development projects
• Ensure full compliance with bank policies, regulatory requirements, and internal controls
• Perform additional duties as assigned by management

Qualifications

• 10+ years of experience in the banking industry
• 5+ years of experience in FI banking and/or Fund Finance
• Proven experience leading teams and collaborating cross-functionally
• Business-level proficiency in Mandarin and English is required due to the nature of the role involving frequent communication with Mandarin-speaking clients or partners.
• Bachelor's degree in Finance, Accounting, or a related business field (Master's preferred)
• Strong client advisory mindset with a passion for delivering financing solutions
• Comfortable engaging senior stakeholders and managing complex client relationships
• Flexibility to work extended hours when business needs require