Associate, Relationship Manager

7 months ago


Auckland City, New Zealand MUFG Bank, Ltd., Auckland Branch Full time

**Do you want your voice heard and your actions to count?**

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

**About the role**:
**What you’ll be doing**:
**Business promotion**
- Analyse client needs and proactively promote MUFG products and services
- Develop and implement an account plan for each client
- Arrange client co-visits with Product Managers and/or supporting department

**BSC targets**
- Achieve BSC target goals, covering gross profit, net profit, cost reduction, NIM improvement etc.

**Relationship management**
- Understand the client’s businesses, products, strengths, weaknesses, market position, business flow and settlements
- Lead communications with clients around transaction execution, documentation, KYC and day-to-day transactional requirements
- Proactive communications with the clients around financial reporting and industry Q & A to support providing information to Analysts to prepare strong credit analysis
- Monitor the business progress and financial status of the client
- Respond quickly and accurately to customer demands and requests
- Make customer visit schedules actively, client entertainment, and record / log customer visits
- Make and report necessary memoranda relating to business development and new facilities

**Communication & documentation**
- Communicate and negotiate with customers, Primary Office, PO and Credit Division regarding the terms and conditions of pipeline transactions
- Contact legal firms and/or legal department within the Bank, and make and check legal documents according to the terms and conditions under the credit approval

**Partnerships & collaboration**
- Develop strong networks within JCIB Oceania & APAC
- Work closely to help foster a pro-active and inclusive team spirit within JCIB CBD Auckland
- Educate, train and share customer information with Analysts
- Be trained in Analysts duties to be able to provide support in times of high volume or business compromised environments or high absenteeism

**Portfolio Management & Credit relationship**
- Build a strong relationship with client head office teams in Japan
- Build trust with Credit Division through accurate and concise communication
- Communicate with regional & planning functions on various deal screening requirements

**Credit & Operations stakeholders**
- Maintain strong relationships and communication channels with key stakeholders in Sydney across departments such as CMO, Operations, Global Markets, Settlements, Legal etc.

**What we are looking for**:
Excellent client engagement and negotiation skills are a must.

You’re a self-starter, willing to get involved, and able to work under your own initiative to deliver fit for purpose and customer centric outcomes. You’re highly organised, able to multitask and work autonomously and proactively. Strong attention to detail, accuracy and time management skills are essential.

You’ll have an undergraduate qualification in Economics, Finance, Accounting or Law, ideally with Chartered Accountant, Chartered Financial Analyst or MBA qualifications.

MUFG Bank Ltd & MUFG Securities Asia Limited (collectively referred to as “MUFG”) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.


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