Associate Director - FI

Full job description
Job ID: 34070

Location: Sydney, AU

Area of interest: Corporate Commercial Banking

Job type: Regular Employee

Work style: Office Working

Opening date: 11 Jul 2025

Job Summary
The AD provides direct sales and execution support to the Senior Banker(s) to originate new business and in partnership with the Senior Banker(s) is jointly accountable for client revenues/profitability and risk acceptance (AML, CDD and Credit). The role would expose the AD to Alternative Institutional managers (Real money, Hedge funds and alternative fund clients), Financial Sponsors, Super funds, Pension funds and Private Credit Funds. The role would cut across all industries and include Real Estate and Infrastructure. The AD would assist in establishing and maintaining an end to end understanding of the client group structure and client needs and steering the client relationship through Account Planning.
Strategy
Assist with the development and implementation of the client strategy (working with the coverage team including product partners) for the designated portfolio as identified through the Account Planning process
Proactive assistance to the Senior Banker(s) with transactional support on new business origination activities i.e. client research, pitch books, industry leads etc; including coordination with network and product.
Client analysis, reporting on post origination activities; client meeting documentation; briefing notes.
Support Senior Banker (s) on sales discipline requirements i.e. Account Planning process; pipeline maintenance; client call reports; preparation of deal approval submissions.
New transactions: deal execution support, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, fee booking and revenue recognition
Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns
Assist with delivering financial performance objectives (revenues, profitability, diversity and quality of client income, etc)

Business
Manage a portfolio of Alternative Institutional managers (Real money, Hedge funds and alternative fund clients), Financial Sponsors, Super funds, Pension funds, Private Credit Funds and focus on prioritized clients
Assist in delivery of the budget and stretched goal of assigned portfolio and be a team player to support the delivery of the team budget
Provide oversight to portfolio to ensure penetration and implementation of strategy
Develop skills required to take on direct client responsibility with the aim Read more