Job Description
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.
Join EY and help to build a better working world.
Client Executive – Banking and Capital Markets/Wealth & Asset Management
The opportunity
As our Client Executive – Banking and Capital Markets/Wealth & Asset Management, you’ll play a pivotal role in delivering exceptional client service to a leading global wealth and asset management organization. You’ll drive account sales strategy, lead client-facing business development, and build senior-level relationships that create long-term value.
This is a hybrid position based in Warrang – Sydney.
Your key responsibilities
Drive account sales strategy and growth, delivering revenue outcomes and deepening relationships a major wealth and asset management client.
Work with EY’s leadership team to manage one of our largest and most complex accounts through the origination of new opportunities and the development of sincere, lasting client relationships.
Manage the sales process for a portfolio of strategic opportunities, including identifying and closing new business.
Drive the sales of large, complex technology-enabled transformation projects and managed services engagements, working in conjunction with subject matter specialists to ensure alignment with client needs and organisational goals.
Take ownership of understanding client challenges and mobilising the right EY capabilities and networks to architect and close new business opportunities.
Ensure consistent pricing and contractual arrangements within the account.
Conduct win/loss reviews to determine what factors caused the firm to win or lose business and proactively share this information with the account team.
Skills and attributes for success
Ability to build and sustain trusted relationships, demonstrating strong executive presence and influencing skills.
Commercial acumen and sector expertise to identify opportunities, negotiate complex agreements, and deliver client-centric solutions.
Proven capability to drive account sales and growth strategy and foster innovation through alliances and digital transformation initiatives.
Experience within a professional services environment will be highly regarded and help you thrive in this role.
Ideally, you’ll also have the skills and attributes below but don’t worry if you don’t tick all the boxes. We’re interested in your aptitude, attitude and willingness to learn.
Demonstrated experience selling to or managing relationships with executives and heads of business units within Financial Services.
Experience managing complex, multi-stakeholder enterprise sales cycles within wealth and asset management or broader financial services.
Strong influencing skills and ability to navigate a matrixed organisation, balancing client priorities with firm objectives.
A proven ability to lead virtual teams brought together around an account opportunity.
Detailed financial knowledge gained through selling complex solutions.
A high degree of self-drive and tenacity, with the ability to proactively manage your own priorities in an autonomous environment.
What we offer you
At EY, we’ll fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
Career development: At EY, your career is yours to shape! We’ll develop you with future-focused skills and equip you with world-class experiences ey.com/au/careerdevelopment
Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life, fostering a culture of trust and autonomy.
A comprehensive benefits package: From a yearly wellness incentive, to access to additional 8 weeks of flex leave per year, and family-friendly policies, including 26 weeks of gender-neutral paid parental leave, we cater to your diverse needs to help you thrive both personally and professionally www.ey.com/au/benefits
Salary: We offer a competitive salary which is open to negotiation pending on skills and experience.
Acknowledgement of Country
EY acknowledges the Traditional Owners and Custodians of the lands on which EY offices are located around Australia. We pay our respects to their cultures, and to their Elders — past, present, and emerging. Find out more about our vision for reconciliation at ey.com/en_au/careers/indigenous
Diversity, equity, and inclusiveness (DE&I) are core to who we are, how we work and how we live our values. We encourage applications from people of all ages, nationalities, abilities, cultures, ****** orientations, and gender identities and are committed to providing an equitable and barrier free recruitment experience for all. We encourage you to share any support and adjustments you need to be your best and participate equitably in our recruitment process. We understand sharing your needs with us can be daunting, so if you have questions before or during your application, we welcome you to get in touch at contactrecruitment@au.ey.com or +61 3 8650 7788 (option 2). Anything you tell us will be kept completely confidential.
Are you ready to shape your future with confidence? Apply today.
#LI-Hybrid
EY | Building a better working world
Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider.
© 2025 Ernst & Young Australia. A member firm of Ernst & Young Global Limited. All Rights Reserved. Liability limited by a scheme approved under Professional Standards Legislation.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.
Join EY and help to build a better working world.
Client Executive – Banking and Capital Markets/Wealth & Asset Management
The opportunity
As our Client Executive – Banking and Capital Markets/Wealth & Asset Management, you’ll play a pivotal role in delivering exceptional client service to a leading global wealth and asset management organization. You’ll drive account sales strategy, lead client-facing business development, and build senior-level relationships that create long-term value.
This is a hybrid position based in Warrang – Sydney.
Your key responsibilities
Drive account sales strategy and growth, delivering revenue outcomes and deepening relationships a major wealth and asset management client.
Work with EY’s leadership team to manage one of our largest and most complex accounts through the origination of new opportunities and the development of sincere, lasting client relationships.
Manage the sales process for a portfolio of strategic opportunities, including identifying and closing new business.
Drive the sales of large, complex technology-enabled transformation projects and managed services engagements, working in conjunction with subject matter specialists to ensure alignment with client needs and organisational goals.
Take ownership of understanding client challenges and mobilising the right EY capabilities and networks to architect and close new business opportunities.
Ensure consistent pricing and contractual arrangements within the account.
Conduct win/loss reviews to determine what factors caused the firm to win or lose business and proactively share this information with the account team.
Skills and attributes for success
Ability to build and sustain trusted relationships, demonstrating strong executive presence and influencing skills.
Commercial acumen and sector expertise to identify opportunities, negotiate complex agreements, and deliver client-centric solutions.
Proven capability to drive account sales and growth strategy and foster innovation through alliances and digital transformation initiatives.
Experience within a professional services environment will be highly regarded and help you thrive in this role.
Ideally, you’ll also have the skills and attributes below but don’t worry if you don’t tick all the boxes. We’re interested in your aptitude, attitude and willingness to learn.
Demonstrated experience selling to or managing relationships with executives and heads of business units within Financial Services.
Experience managing complex, multi-stakeholder enterprise sales cycles within wealth and asset management or broader financial services.
Strong influencing skills and ability to navigate a matrixed organisation, balancing client priorities with firm objectives.
A proven ability to lead virtual teams brought together around an account opportunity.
Detailed financial knowledge gained through selling complex solutions.
A high degree of self-drive and tenacity, with the ability to proactively manage your own priorities in an autonomous environment.
What we offer you
At EY, we’ll fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
Career development: At EY, your career is yours to shape! We’ll develop you with future-focused skills and equip you with world-class experiences ey.com/au/careerdevelopment
Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life, fostering a culture of trust and autonomy.
A comprehensive benefits package: From a yearly wellness incentive, to access to additional 8 weeks of flex leave per year, and family-friendly policies, including 26 weeks of gender-neutral paid parental leave, we cater to your diverse needs to help you thrive both personally and professionally www.ey.com/au/benefits
Salary: We offer a competitive salary which is open to negotiation pending on skills and experience.
Acknowledgement of Country
EY acknowledges the Traditional Owners and Custodians of the lands on which EY offices are located around Australia. We pay our respects to their cultures, and to their Elders — past, present, and emerging. Find out more about our vision for reconciliation at ey.com/en_au/careers/indigenous
Diversity, equity, and inclusiveness (DE&I) are core to who we are, how we work and how we live our values. We encourage applications from people of all ages, nationalities, abilities, cultures, ****** orientations, and gender identities and are committed to providing an equitable and barrier free recruitment experience for all. We encourage you to share any support and adjustments you need to be your best and participate equitably in our recruitment process. We understand sharing your needs with us can be daunting, so if you have questions before or during your application, we welcome you to get in touch at contactrecruitment@au.ey.com or +61 3 8650 7788 (option 2). Anything you tell us will be kept completely confidential.
Are you ready to shape your future with confidence? Apply today.
#LI-Hybrid
EY | Building a better working world
Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider.
© 2025 Ernst & Young Australia. A member firm of Ernst & Young Global Limited. All Rights Reserved. Liability limited by a scheme approved under Professional Standards Legislation.
💡 Quick Summary
Seeking a career-building opportunity? The Client Executive - Banking and Capital Markets position is now open for candidates interested in the Finance 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 Finance is a plus.