Banks and Insurance Associate RM

Join Westpac Institutional Bank and help deliver tailored financial solutions for leading banks and insurance clients.

Sitting within the Corporate and Institutional Bank (CIB) youll work as part of the Banks and Insurance Coverage team to support origination and execution of bespoke financial strategies.

This client-facing role offers exposure to high-profile meetings and deal structuring. Youll prepare briefing papers strategy documents client research pricing submissions approvals and revenue reports enabling senior stakeholders to represent the Bank effectively in all client engagements.

Youll also coordinate governance packs assist with customer communications and contribute to origination activities such as pricing approvals account planning and pitch packs. Additionally youll help maintain data hygiene and reporting driving continuous improvement in processes.

This is a permanent fulltime role based in Sydney.

What do I need

To succeed youll bring:

• A passion for driving customer advocacy and delivering exceptional client outcomes.
• Strong communication skills attention to detail and the ability to work collaboratively in a dynamic team environment.
• An affinity for numbers curiosity and the ability to connect insights to create meaningful solutions.
• Hands-on exposure to commercial credit analysis ideally within a lending environment.
• Degree qualifications in Business Finance Accounting or Economics.

Why join us

Were obsessed with becoming our customers #1 banking partner for life and were looking for people who are passionate about helping us achieve that return were committed to making Westpac the best place to work in the country. Here are just a few of the ways were already doing that:

• Special offers on banking products and discounts from top brands including generous employee-only mortgage rates!
• Flexible work arrangements to help you achieve a greater work/life balance and a variety of leave options including Culture Lifestyle and Wellbeing leave.
• Tailored learning and development opportunities to help your grow your career within the bank.
• Lots of opportunities to give back to the Community by getting involved in our many volunteering initiatives
• Working closely with the Head of Banks and Insurance youll gain accelerated learning opportunities through involvement in national strategic initiatives. This role will deepen your expertise in banking coverage and provide hands-on experience in shaping bespoke financial solutions for institutional clients.

Create your future today

To get started simply click on the APPLY or APPLY NOW button

Were all about creating a supportive and inclusive community. We welcome everyone no matter your age gender background or abilities. We also provide additional support to welcome our veterans Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process you can find out more information and additional contact details by visiting the People with Disability and/or needing Accessibility Requirements page on our website.