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Senior Associate, Client Management & Execution

Mid levelSeniorFull-timeHybridMelbourne VIC, AustraliaFinanceBusiness operationsCustomer successPosted 3 weeks ago
Think you're a good fit?See what the hiring team are looking for

About the job

The Senior Associate position in Client Management & Execution is an exciting opportunity to work in a dynamic environment focused on Corporate & Industrial clients. This role is all about fostering strong customer relationships and ensuring a seamless client experience through effective transaction structuring and stakeholder engagement. The team thrives on collaboration and innovation, making it a great fit for those who are customer obsessed and eager to make an impact.

You'll be responsible for

📈

Structuring transactions

Structuring transactions and preparing credit submissions, employing financial modelling where required and making recommendations on transactions to credit
🚀

Driving transactions forward

Driving transactions forward whilst engaging multiple stakeholders to achieve a seamless client experience
📂

Managing client portfolios

Managing the ongoing monitoring of the risk profile and compliance requirements of a client portfolio

Key criteria

📊

Tertiary qualifications in finance or business

Possession of relevant educational background for informed decision-making.

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🏦

Banking experience in corporate or institutional settings

Demonstrated experience in a similar banking environment enhances client service.

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💼

Credit and financial modelling skills

Proven ability to structure transactions and prepare credit submissions.

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Meet the team

About the company

View your fit

5 criteria for this job
Tertiary qualifications in finance or business
Possession of relevant educational background for informed decision-making.

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Banking experience in corporate or institutional settings
Demonstrated experience in a similar banking environment enhances client service.

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Credit and financial modelling skills
Proven ability to structure transactions and prepare credit submissions.

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Exceptional interpersonal skills
Ability to connect with clients and collaborate with internal stakeholders.

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Portfolio management experience
Experience monitoring risk profiles and ensuring compliance standards.

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