See yourself in our team:Sitting in IB&M's Global Client Solutions business, the Financial Institutions Group manages relationships with banks, central banks and systemically important Government and public-sector institutions. Based in New York, this role will join the Financial Institutions Coverage team and support the development and management of relationships with strategic clients to the CBA Group.
The role is based in New York and has a dual reporting line to Snr. Director - FIG, New York, and the Executive Director- FIG, London.
Do work that matters:
- Managing and developing strong client relationships, providing strategic insights and identifying opportunities to deliver tailored banking and financial solutions.
- Develop account plans and long-term client strategies based on a deep understanding of clients' businesses, financial performance, strategic priorities and market dynamics.
- Originate debt financing, transaction banking, global markets, trade finance and risk-management opportunities in partnership with product specialists. Lead client pitches and transaction execution, coordinating cross-functional deal teams, including product, credit risk, legal and compliance, to ensure seamless delivery and exceptional client service.
- Prepare and oversee high-quality client and transaction materials, including business cases and credit submissions, ensuring robust analysis and timely approvals.
- Champion a strong risk and control environment by ensuring compliance with regulatory requirements, governance standards and the Bank's risk appetite.
- Contribute to continuous improvement by identifying opportunities to enhance processes, systems and data quality, while fostering a collaborative, inclusive and high-performing team culture.
- Monitor client performance, industry developments, portfolio risks, revenue opportunities and relationship returns.
- Maintain an accurate and well-supported client pipeline, ensuring appropriate prioritisation, follow-through and internal visibility.
We are interested in hearing from you if you have:- 3+ years' relevant experience in financial institutions coverage, institutional banking, transaction banking, investment banking or a related financial services environment.
- Demonstrated knowledge of the financial institutions sector-particularly banks-including industry trends, regulatory developments, financial performance drivers and the strategic priorities of institutional clients.
- Knowledge of banking products and solutions relevant to financial institution clients, such as transaction banking and payments, liquidity and cash management, global markets, capital and funding solutions, trade finance and risk management.
- Proven ability to build trusted relationships with senior stakeholders and clients, identify opportunities and coordinate internal product and risk partners to deliver strong client outcomes.
- Strong financial, commercial and credit analysis skills, including the ability to assess financial performance, credit and risk considerations, transaction structures and relationship returns.
- Excellent communication, influencing and negotiation skills, with the ability to prepare clear, high-quality client and internal materials and work effectively across global and cross-functional teams.
- A proactive and well-organised approach, with the ability to manage multiple priorities, exercise sound judgement and deliver high-quality outcomes in a fast-paced environment.
- A sound understanding of regulatory requirements, governance frameworks, KYC and financial crime obligations, and risk management principles relevant to financial institution relationships.
- A diploma or degree in finance, economics, business or a related discipline would be advantageous but is not essential; relevant industry experience and demonstrated capability will be equally valued.
The salary range for this role is from $185,000 to $217,500. The salary may vary based upon several factors including, but not limited to, relevant skills/experience, time in role, base salary of internal peers, prior performance, business line, and geographic/office location.
Advertising End Date: 17/11/2026
