Associate Director

Associate Director - Client Management & Execution

**Associate Director - Client Management & Execution**

**Job no**: 793109

**Business unit**: Corporate and Institutional

**Primary position location**: 100 St Georges Tce, Perth, WA

**Work type**: Permanent Full time

**Region**: WA- Perth inner
- **You'll have our support to develop, and our encouragement to explore.**:

- **Join our amazing CME team in Perth.**:

- **Opportunity to work with talented Finance Leaders and colleagues.**

**It's more than a career at NAB. It's about more opportunity, more moments to make a difference and more focus on you.**

Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth to us, you'll be recognised and rewarded for your contribution in return. You'll have our support to excel for our customers, deliver positive change for our communities and grow your career.

The Client Management Execution partner of Client Coverage and Product Specialist teams is responsible for partnering with their origination activities and owning the portfolio risk management functions. This includes providing pre-deal support, credit insights, end-to-end credit execution and the portfolio and risk management process for NAB's portfolio of existing and targeted sector customers.

The Associate Director position plays a fundamental role in consistently managing these responsibilities with key internal and external stakeholders with the objective of appropriately managing the Bank's risk/reward and enabling NAB to maintain a strong market position with respect to its chosen sector customers.

**Key responsibilities will include**:

- Maintain oversight of portfolio maintenance activities including portfolio administration, monitoring of facility documentation, and ensuring the integrity and accuracy of system data.
- Continuously seek to optimise the return on capital deployed and resources invested by the business.
- Proactive workflow management between Client Coverage, CME, Product Specialists, Credit, and client support teams to achieve a seamless client experience.
- Attend client meetings where appropriate to support business outcomes.
- Assist Client Coverage in achieving sector revenue, RoE, operating expenses at plan or exceeding plan through supporting portfolio growth initiatives, managing low RoE relationships and growing revenues.
- Actively manage risk and compliance ensuring that the team:

- Demonstrates clear adherence to Policy, Process, and Procedures including operating within agreed risk settings and formally addressing exceptions with appropriate stakeholders.
- Achieves all target quality measures pertinent to role including undertaking all individual compliance/conduct training.
- Proactively raises material events, issues, or concerns with their People Leader.

**To be successful in the role you will have**:

- Sound knowledge of Australian and global financial markets, and expertise in the applicable regulatory environments.
- Knowledge of NAB product and service offerings relevant to the role and customer sector.
- Advanced written skills and the ability to articulate complex borrowing structures in a concise and simple manner whether in institutional, corporate, acquisition finance, asset finance or trade solutions.
- Advanced analytical/numerate skills and attention to detail with regards to the customer request/borrowing purpose, risk assessment, financial modelling/analysis, and documentation knowledge.
- An understanding of tax and accounting principles and standards.
- Commitment to meet deadlines and ability to manage multiple tasks including day-to-day work, transactions, staff coaching, workflow / resource management and conduct/compliance training.
- Ability to identify, assess and mitigate potential and actual risks to the business and escalate if necessary.
- Commercial acumen, with an ability to intuitively find value and efficiency, then develop solutions to access it.
- Ability to build trusted relationships across the business at all levels.
- Excellent influencing, engagement, and communication skills; ability to challenge preconceived ideas and face into difficult issues.
- Excellent listening skills, to draw out underlying issues and align multiple stakeholders.

By joining NAB and our CME team, you are committing to putting our customers' needs first every time. You will be ambitious for growth; always curious and learning from colleagues. You will speak honestly, always valuing the time and opinion of others. You will own your work, doing what's right, even when it's hard.

**A diverse and inclusive workplace works better for everyone.**

At NAB, we're intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are va