Associate Director, Nbfi Ci&a

2 weeks ago


Sydney, Australia Westpac Institutional Banking Full time

Full-time Permanent Role
- Sydney or Melbourne based - hybrid working
- Incredible opportunity to join the Non-Bank Financial Institutions team in CIB

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.

**How will I help?**

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’s Financial Institutions, Public Sector and Health (FIPSH), the Customer Insights & Analytics (CI&A) team provides a high level of specialist industry and counterparty research in respect of the FIPSH sectors, providing input on sector, customer strategies, and supporting the growth of business globally.

As an Associate Director within FIPSH CI&A, you will be responsible for efficiently managing a portfolio of primarily non-bank financial institutions (NBFI) and financial institutions (FI) customers, including the origination process for new transactions and the ongoing monitoring and management of the existing customer portfolio. You will monitor and research market and industry trends, such as: economic, regulatory and competitive change, to provide relevant industry insights and thought leadership to internal and external stakeholders in your portfolio and the broader FI and NBFI portfolio. You will also build and maintain relationships with internal stakeholders and clients to help originate and structure a range of banking transactions.

Other major accountabilities you will be involved in with include:

- Writing credit submissions with a detailed risk analysis, assessment, and recommendations
- Complete reviews and new requests/originations, owning and driving the credit approval process
- Manage credit and portfolio risk by preparing annual reviews, actioning triggers, and monitoring covenants
- Presenting and negotiating submissions through WIB’s risk management decision process
- Bringing an in-depth industry knowledge to lead, coach and develop more junior colleagues Demonstrating intimate knowledge of customers through client meetings, research and interactions with stakeholders to build an environment of trust with key stakeholders

**What’s in it for me?**

Inspiring locations. Flexible workspaces. And unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia. For example, you’ll be able to have access to some of the best banking, wealth and insurance benefits in the market, be paid well, as well as an entire suite of online learning and career planning tools so you can grow.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

**What do I need?**

To be successful in this role you will have solid experience in wholesale banking or related, with a thorough understanding of the NBFI and FI space. You will also have a strong proficiency in credit writing and credit assessment. Deep expertise in finance organisations and the funds sectors is highly regarded.

Other advantageous attributes are:

- Strong attention to detail
- Competency to maintain multiple priorities
- Ability to build strong and lasting relationships with a variety of stakeholders and external clients
- At least 5 years wholesale banking, credit, NBFI, and FI experience Tertiary qualified in an analytical focused field such as finance, business, or economics

**What’s it like to work there?**

For the past 200 years, we’ve been backing people, businesses, communities, and ideas. As Australia’s first bank, we’ve adapted and evolved, inspired by our customers and a genuine desire to create better futures.

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

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.

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 poten



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