Associate, Relationship Manager

2 months ago


Auckland, 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), one of the world's leading financial groups. Across the globe, we're 120,000 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:
The Japanese Corporate & Investment Banking (JCIB) Department provides banking and financial services to support businesses of Japanese companies operating in Oceania.
Our customer relationship is typically a part of a global relationship network originated in Japan. We provide our services to our customers not only to achieve their business goals in domestic markets but also to help integrate in their global growth.
Our service includes lending, deposit, FX and other market and derivative products, banking transactions using an online platform, asset management and import/export finance.
In this role, you'll actively manage and pursue relationships with Japanese corporate clients for strategic benefit and revenue growth purposes within the Auckland Branch. You'll apply principle focus to account and revenue generation, risk management, and will actively lead structuring transactions. You'll also back up the support team maintaining strong credit portfolio management.
You will join our team in a 13-month parental leave cover to commence in November 2024.
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
Liaise with Analysts to manage timely reporting and application approvals
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:
This is a fantastic opportunity for an analyst looking to move into a relationship manager role. As the successful candidate, you'll have 3–4 years' experience in Corporate Finance, Investment Banking or Chartered Accounting.
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.
Our culture:
MUFG fosters a highly professional, supportive work environment that enables our employees to help maximize our customers' prosperity. We focus on building long-term customer relationships and giving back to our communities in order to develop shared and sustainable growth for a better world.
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 organizational fit, regardless of race, religion or gender.

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