Banks and Insurance Associate RM at Westpac Group

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

0.0

Posted On

02 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Advocacy, Client Outcomes, Communication Skills, Attention To Detail, Team Collaboration, Commercial Credit Analysis, Business, Finance, Accounting, Economics

Industry

Financial Services

Description

Join Westpac Institutional Bank and help deliver tailored financial solutions for leading banks and insurance clients. Sitting within the Corporate and Institutional Bank (CIB), you’ll work as part of the Banks and Insurance Coverage team to support origination and execution of bespoke financial strategies. This client-facing role offers exposure to high-profile meetings and deal structuring. You’ll prepare briefing papers, strategy documents, client research, pricing submissions, approvals, and revenue reports, enabling senior stakeholders to represent the Bank effectively in all client engagements. You’ll also coordinate governance packs, assist with customer communications, and contribute to origination activities such as pricing approvals, account planning, and pitch packs. Additionally, you’ll help maintain data hygiene and reporting, driving continuous improvement in processes. This is a permanent fulltime role based in Sydney. What do I need? To succeed, you’ll bring: A passion for driving customer advocacy and delivering exceptional client outcomes. Strong communication skills, attention to detail, and the ability to work collaboratively in a dynamic team environment. An affinity for numbers, curiosity, and the ability to connect insights to create meaningful solutions. Hands-on exposure to commercial credit analysis, ideally within a lending environment. Degree qualifications in Business, Finance, Accounting, or Economics. Why join us? We’re obsessed with becoming our customers #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that: Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates! Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave. Tailored learning and development opportunities to help your grow your career within the bank. Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives Working closely with the Head of Banks and Insurance, you’ll gain accelerated learning opportunities through involvement in national strategic initiatives. This role will deepen your expertise in banking coverage and provide hands-on experience in shaping bespoke financial solutions for institutional clients. Create your future today To get started, simply click on the APPLY or APPLY NOW button We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community. If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on our website.

Responsibilities

Support origination and execution of bespoke financial strategies for banks and insurance clients. Prepare briefing papers, strategy documents, and assist with customer communications and governance packs.