
Associate, Relationship Manager (RUIT & DI)
- Sydney, NSW
- Permanent
- Full-time
- This role supports the relationship management of our clients including industry analysis to support onboarding/retaining clients within that sector
- Support the onboarding of new clients as part of our local, regional and global growth plans. This will include coordinating and preparing pitch presentations alongside the Relationship Manager and relevant product team
- Support the origination and execution of new business and will be accountable for contributing to the financial and portfolio performance of that client set (primary responsibility sits with the Relationship Manager)
- Support the relevant Relationship Manager & Portfolio team in seamless onboarding and deal execution. Master the bank’s processes and ensure the interaction with the client is optimised, bringing forward ways to better this experience. The role will require coordinating with other teams to deliver and respond to client requests
- Primary responsibility for pricing/returns analysis and screening materials for new and refinancing activity across the client set
- Engage directly with clients when required, demonstrating a proactive, responsive, and solutions-oriented approach to supporting their needs and strengthening the client relationship
- Completing and updating account plans for all clients including presenting that account plan at various screening committees and to senior management alongside the Relationship Manager in charge
- Maintain an accurate and up-to-date transaction pipeline by tracking new opportunities, updating existing deal progress, and collaborating with product teams to ensure comprehensive coverage of all client-related activity
- 5+ years’ experience banking and finance role, preference for some client coverage experience (whether direct or indirect)
- Undergraduate Business / Commerce / Finance / Law Degree from a leading university is essential
- Some knowledge of Resources/Utilities/Infrastructure/Transport/Diversified markets and deal structures
- Broad understanding of corporate and investment banking product suites
- Investment banking skill sets will be considered
- Sound understanding of client account planning/pipeline management
- Strong internal and external stakeholder management skills, interpersonal and presentations skills
- Solid mathematical knowledge, proficient Excel spreadsheet skills, research and analytical skills
- The ability to communicate clearly both in writing and verbally
- Is a team player
- Is a self-starter who applies initiative and has drive and enthusiasm
- Has an analytical mindset and problem solving skills
- Has the ability to work independently and prioritise a number of tasks across various work streams and alongside a number of stakeholders