Job Description
Permanent role
Sydney based – flexible working options
Excellent opportunity to join Westpac’s Institutional Bank
How will I help?
Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.
Within WIB’s Financial Institutions and Government (FIG) industry team, the Non-Bank Financial Institutions coverage team aspires to deliver strategic and relevant engagement to a diverse group of financial institutions that spans specialty finance, financial & strategic investors and service providers.
As an Associate Director/ Director within Non-Bank Financial Institutions you will be responsible for driving strategic engagement and pro-active, advice-led business origination with Westpac’s key institutional clients. Non-Bank Financial Institutions’ objective is to achieve high levels of year-on-year growth and optimal return on equity, by developing, managing and deepening the relationship with a portfolio of private and publicly listed clients. Key to the success of the role will be navigating broad, globally orientated financial institution customers and ensuring that WBC’s global coverage and product platform is actively engaged.
Key responsibilities include:
Industry strategy to include key involvement in, coordination and delivery of written industry strategies including related research and analysis; and industry deep dive analysis and financial analysis
Customer centric activities to include coordinating the professional delivery of tailored financial and transactional solutions for customers including by developing customer presentation material. Preparing, maintaining, managing and executing a global account plan and developing deep customer relationships and facilitating appropriate customer engagement across the WIB platform
Product Origination and supporting the execution of direct product deployment in conjunction with relevant product specialists across the WIB Financial Institutions.
Remaining abreast of and communicating effectively client, market and regulatory developments for credit and business development reasons
Overseeing internal and external matters necessary for the smooth running of a customer portfolio.
Development and execution of local sector strategy and quality and consistent customer account planning.
Delivery on revenue and balance sheet growth targets in line with KPIs
Effective engagement of key stakeholders across risk, product, business development, Customer Insights and Analytics and group segments.
What’s in it for me?
You’ll play a significant part of the future of a business that has been around for over 200 years. Our purpose is to create better futures together. So, we’ll back you in the development of your career, internal career prospects, and flexible working. You’ll also keep learning to grow your career, backed by a fantastic team of people with a can-do, supportive structure. Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
What do I need?
To be successful in this role you will have the ability to build, grow and manage relationships with financial sponsors and other investors. You will have proven corporate and structured debt experience and have sound negotiating skills. You will be highly numerate with the ability to navigate complex systems. In addition to this you will have:
A degree/ be professionally qualified – Business/Finance/Accounting/CFA.
Credit Risk Management skills.
Compelling communication skills.
What’s it like to work there?
We are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities and each other. At Westpac, making a difference means creating impact, unlocking our own and each other’s passions, and transformative success stories to create better futures together.
As well as competitive remuneration and a great culture, joining the Westpac family gives you access to a wide range of employee benefits to help you manage your priorities - whether that means family life, work/life balance, ambition to grow or all the little perks in between.
We’ll empower you to shape your career path. Through personalised upskilling, mentoring, and training opportunities, you’re in control of where you start and how you’ll grow.
As an equal opportunity employer, we are proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.
Hear from some of our people and their experiences working with us.
How do I apply?
Start here. Just click on the APPLY or APPLY NOW button.
At Westpac, we’re all about creating a supportive culture and ensuring our workplaces, branches, products, and services are accessible and inclusive for everyone—our customers, employees, and the wider community. If you’re interested in discussing workplace flexibility, please feel free to mention it in your application.
We invite candidates of all ages, genders, ****** orientation, cultural backgrounds, people with disability, neurodiverse individuals, veterans and reservists, and Indigenous Australians to apply . If you have questions about the recruitment process, please email [email protected] .
Do you need reasonable adjustments during the recruitment process?
We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please email [email protected]
Sydney based – flexible working options
Excellent opportunity to join Westpac’s Institutional Bank
How will I help?
Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.
Within WIB’s Financial Institutions and Government (FIG) industry team, the Non-Bank Financial Institutions coverage team aspires to deliver strategic and relevant engagement to a diverse group of financial institutions that spans specialty finance, financial & strategic investors and service providers.
As an Associate Director/ Director within Non-Bank Financial Institutions you will be responsible for driving strategic engagement and pro-active, advice-led business origination with Westpac’s key institutional clients. Non-Bank Financial Institutions’ objective is to achieve high levels of year-on-year growth and optimal return on equity, by developing, managing and deepening the relationship with a portfolio of private and publicly listed clients. Key to the success of the role will be navigating broad, globally orientated financial institution customers and ensuring that WBC’s global coverage and product platform is actively engaged.
Key responsibilities include:
Industry strategy to include key involvement in, coordination and delivery of written industry strategies including related research and analysis; and industry deep dive analysis and financial analysis
Customer centric activities to include coordinating the professional delivery of tailored financial and transactional solutions for customers including by developing customer presentation material. Preparing, maintaining, managing and executing a global account plan and developing deep customer relationships and facilitating appropriate customer engagement across the WIB platform
Product Origination and supporting the execution of direct product deployment in conjunction with relevant product specialists across the WIB Financial Institutions.
Remaining abreast of and communicating effectively client, market and regulatory developments for credit and business development reasons
Overseeing internal and external matters necessary for the smooth running of a customer portfolio.
Development and execution of local sector strategy and quality and consistent customer account planning.
Delivery on revenue and balance sheet growth targets in line with KPIs
Effective engagement of key stakeholders across risk, product, business development, Customer Insights and Analytics and group segments.
What’s in it for me?
You’ll play a significant part of the future of a business that has been around for over 200 years. Our purpose is to create better futures together. So, we’ll back you in the development of your career, internal career prospects, and flexible working. You’ll also keep learning to grow your career, backed by a fantastic team of people with a can-do, supportive structure. Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
What do I need?
To be successful in this role you will have the ability to build, grow and manage relationships with financial sponsors and other investors. You will have proven corporate and structured debt experience and have sound negotiating skills. You will be highly numerate with the ability to navigate complex systems. In addition to this you will have:
A degree/ be professionally qualified – Business/Finance/Accounting/CFA.
Credit Risk Management skills.
Compelling communication skills.
What’s it like to work there?
We are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities and each other. At Westpac, making a difference means creating impact, unlocking our own and each other’s passions, and transformative success stories to create better futures together.
As well as competitive remuneration and a great culture, joining the Westpac family gives you access to a wide range of employee benefits to help you manage your priorities - whether that means family life, work/life balance, ambition to grow or all the little perks in between.
We’ll empower you to shape your career path. Through personalised upskilling, mentoring, and training opportunities, you’re in control of where you start and how you’ll grow.
As an equal opportunity employer, we are proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.
Hear from some of our people and their experiences working with us.
How do I apply?
Start here. Just click on the APPLY or APPLY NOW button.
At Westpac, we’re all about creating a supportive culture and ensuring our workplaces, branches, products, and services are accessible and inclusive for everyone—our customers, employees, and the wider community. If you’re interested in discussing workplace flexibility, please feel free to mention it in your application.
We invite candidates of all ages, genders, ****** orientation, cultural backgrounds, people with disability, neurodiverse individuals, veterans and reservists, and Indigenous Australians to apply . If you have questions about the recruitment process, please email [email protected] .
Do you need reasonable adjustments during the recruitment process?
We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please email [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The AD/Director, Non-Bank Financial Institutions RM position is now open for candidates interested in the Government Job Alert sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Government Job Alert is a plus.
