Associate, Client Coverage
Job number: 798682
Primary position location: NSW- Sydney CBD
Category: Banking & Financial Services
Category: Corporate & Institutional Banking
Work type: Permanent Full time

Closing at: Feb 19 2025 at 23:55 AEDT

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• Outstanding opportunity to build and progress your career
• Leverage from your proven ability to support Relationship Managers and NAB customers’ needs
• Permanent opportunity based in Sydney

• CDD needs: (1) CDD requirements, inclusive of identification of the availed products per jurisdiction; (2) Assist in the completion of the ECDD/Sanctions/Onboarding/Offboarding Questionnaire which are submitted to the FCO team; (3) Assist the FCO team on escalation to ensure deadlines are met; (4) assist with inward CDD requests
• Support Onboarding and Offboarding of FI clients
• Prepare briefings for significant events like Sibos and IMF
• Update Strategic Account Plans/Tactical Action Plans for our top 50 clients, mapping decision-makers, identifying coverage gaps, and supporting collaboration strategies.
• Prepare pitchbooks for FI products aligned with NAB’s capabilities and appetite.
• Coordinate RFP/Due Diligence responses and support RM with the response
• For correspondent banking, check accurate pricing implementation for clients >A$1mn
• Support Client services escalations
• Compiling STP and NPP reports for service reviews to be conducted by the relationship managers