Relationship Manager, Fintech

    JOB SUMMARY

The Relationship Manager, Fintech will be responsible for originating, developing, and managing strategic relationships with fintech companies and digital financial service providers under the Financial Institutions Unit. The role focuses on driving revenue through investment banking products, balance sheet solutions, advisory mandates, and strategic partnerships while serving as the primary contact for assigned fintech clients.

       SPECIFIC DUTIES & RESPONSIBILITES

Regular/Routine

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 raisin