Senior Associate Relationship Manager, NBFI

at  Westpac Institutional Banking

Sydney, New South Wales, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate27 Sep, 2024Not Specified28 Jun, 2024N/AGood communication skillsNoNo
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Description:

  • Full-time permanent
  • Sydney or Melbourne based – hybrid workingIncredible opportunity to join the NBFI team in CIB
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HOW WILL I HELP?

Westpac Institutional Bank is on an exciting journey, experiencing significant growth in its Corporate & Institutional Banking business, and we’re investing in top-tier talent to drive our expansion in key sectors and products, both locally and globally. We’re seeking dynamic bankers who are ready to make a mark and thrive in a collaborative, ambitious environment. If you’re looking to elevate your career, join us and be a part of our growth success story.
Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand. Within WIB is the Non-Bank Financial Institutions team (NBFI), whose objectives are to achieve high levels of year-on-year growth and optimal return on equity, by developing, managing, and deepening the relationship with a portfolio of private and publicly listed clients.
As a Senior Associate within NBFI you will be responsible for supporting the coverage bankers drive of strategic engagement and pro-active, advice-led business origination with Westpac’s key institutional clients. You will be a core member of the deal teams marketing and implementing a wide range of institutional banking products and services. You will also be responsible for the safe operation of the health coverage team by making sure that all reporting and processes are successfully implemented.

Core responsibilities include:

  • Coordination and delivery of written industry strategies including related research and analysis, as well as industry deep dive analysis and financial analysis
  • Coordinating the professional delivery of tailored financial and transactional solutions for customers
  • Coordinating communication to customers such as responses to Requests for Proposals (‘RFP’) and delivery of Expressions of Interest
  • Supporting the development of customer relationships and attendance of customer meetings
  • Acting as interface with the customer for client service matters
  • Preparing and coordinating pricing approvals using DealPoint, Credit Connect and Qlikview systems
  • Preparing and coordinating internal and external account planning, revenue reporting, forecastsEffective engagement of key stakeholders across risk, product, business development, Customer Insights and Analytics and group segments

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Responsibilities:

Core responsibilities include:

  • Coordination and delivery of written industry strategies including related research and analysis, as well as industry deep dive analysis and financial analysis
  • Coordinating the professional delivery of tailored financial and transactional solutions for customers
  • Coordinating communication to customers such as responses to Requests for Proposals (‘RFP’) and delivery of Expressions of Interest
  • Supporting the development of customer relationships and attendance of customer meetings
  • Acting as interface with the customer for client service matters
  • Preparing and coordinating pricing approvals using DealPoint, Credit Connect and Qlikview systems
  • Preparing and coordinating internal and external account planning, revenue reporting, forecastsEffective engagement of key stakeholders across risk, product, business development, Customer Insights and Analytics and group segment

Together, we’re creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.

  • We inspire our people and together we are creating better futures . It’s our passion for embracing diversity and creating opportunities that enables them to dream big and fulfil their potential.
  • We empower our customers . It’s our strength, agility and heart that gives them the confidence to navigate change and forge new paths. Empowered, our customers are creating better futures.
  • We make change happen in the community . It’s our shared vision of a safer, greener and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.
  • We deliver for our shareholders by creating better futures together . It’s our ability to generate value for this generation and the next, which makes our shareholders proud to invest in us


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Sydney NSW, Australia