Chief Financial Relationship Manager

1 week ago

Sydney, New South Wales, Australia beBeeCreditAnalyst Full time $120,000 - $180,000

About the Role

This is a key position within our team, focused on managing corporate and institutional client relationships. You will be responsible for providing high-quality analysis and recommendations to support business growth.

Key aspects of this role include:

  • Building strong relationships with clients and internal stakeholders.
  • Discussing business strategies and financials with clients.
  • Ensuring effective credit processes are executed.
  • Preparing and presenting credit submissions, including detailed risk analysis and financial forecasting.
  • Assessing proposals against business strategies and underwriting standards.
  • Developing industry insights reports for internal stakeholders and clients.
  • Contributing to reviewing credit policies to ensure they reflect industry trends and lead to efficient risk management.

Requirements

To succeed in this position, you will have at least 4-5 years' experience in corporate or institutional banking or a related field, with expertise in credit writing, analysis, and assessment.

Desirable skills include:

  • Experience managing a portfolio of multinational clients and various aspects of institutional banking.
  • Knowledge of our systems and credit appetite.
  • Advanced Excel and financial modelling skills.

About Us

We back people, businesses, communities, and ideas, making change happen in the community and sharing a vision of a safer, greener, world. We back new ideas, innovations, and individuals who create better futures.

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