Associate, Relationship Manager

6 days ago


Sydney, New South Wales, Australia MUFG Americas Full time

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

About the role:

In your role as Associate, you will report to a Director in the Corporate Coverage Australia team supporting the relationship management of a diverse portfolio of institutional clients in the Resources, Utilities, Infrastructure, Transport and Diversified sectors.

The role will work closely with the relevant Relationship Manager across all aspects of the client relationship from marketing, onboarding, pitching, to execution of transactions. Day-to-day tasks will also involve leading the engagement with various product areas (including debt capital markets, transaction banking, global markets, ESG finance, project finance, leverage & acquisition finance), running pricing/returns analysis, pipeline management, account planning, coordinating transaction execution and KYC processes.

What you'll be doing:

  • 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

What we are looking for:

  • 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

Our culture:

MUFG fosters a highly professional, supportive work environment that enables our employees to help maximize our customers' prosperity. We focus on building long-term customer relationships and giving back to our communities in order to develop shared and sustainable growth.

Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.

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