Senior Associate Client Coverage

Posted Yesterday
Be an Early Applicant
Melbourne, Victoria, AUS
In-Office
Senior level
Fintech • Financial Services
The Role
Support client relationship management and transaction execution for institutional clients across wealth, funds management, superannuation and insurance. Assist origination through market analysis, prepare financial analysis, credit submissions and transaction documentation, coordinate internal teams for deal execution and approvals, manage credit/operational/reputational risks, and contribute to client presentations and pitch materials.
Summary Generated by Built In

See yourself in our team

Our Financial and Strategic Investors (FSI) team provides a full range of capital and financing solutions to clients across wealth and funds management, superannuation, and insurance clients.

We support our clients with innovative and tailored solutions including funds finance, acquisition funding, working capital, capital markets programs (domestic and international DCM), securitisation warehousing, structured and trade finance, bank guarantees and structured asset finance.

Do work that matters

As a Senior Associate in the FSI team, you’ll play a key role in supporting client relationship management and transaction execution across a portfolio of institutional clients. Working closely with Associate Directors and Directors, you’ll help deliver tailored financing solutions, contribute to origination activity and support the execution of new business opportunities.

This role offers strong hands-on exposure to clients, structured transactions and internal stakeholders, and is ideal for an institutional banker looking to deepen their technical capability and client relationships.

Key responsibilities

In this role, you will:

  • Support relationship management activities, including client preparation, meeting materials and ongoing engagement with Treasury teams

  • Assist in identifying and developing origination opportunities through market analysis and sector research

  • Prepare financial analysis, credit submissions and transaction documentation for structured and lending transactions

  • Coordinate with internal product, risk, legal and operations teams to support deal execution and approvals

  • Support the identification and management of credit, operational and reputational risks across the client portfolio

  • Contribute to client presentations, pitch materials and internal papers

We’re interested in hearing from people who have:

  • Experience supporting client relationships and transactions within Institutional Banking, Corporate Banking or a related financial services environment

  • Exposure to institutional banking products such as lending, debt capital markets, securitisation, global markets or risk management (Direct exposure to NBFI coverage would be highly desirable.)

  • Financial analysis, credit writing and presentation skills

  • A developing understanding of the financial institutions sector and capital markets

  • Tertiary qualifications in Accounting, Engineering, Finance or Law would be desirable

Why join us?

This opportunity will give you exposure to senior clients and a wide range of stakeholders across IB&M, while being part of a team that is focused, collaborative and passionate about delivering the best outcomes for our customers.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 21/07/2026

Skills Required

  • Experience supporting client relationships and transactions within Institutional Banking, Corporate Banking or related financial services environment
  • Exposure to institutional banking products such as lending, debt capital markets, securitisation, global markets or risk management
  • Direct exposure to NBFI (Non-Bank Financial Institution) coverage
  • Financial analysis, credit writing and presentation skills
  • Developing understanding of the financial institutions sector and capital markets
  • Tertiary qualification in Accounting, Engineering, Finance or Law
  • Practical experience supporting structured transactions and deal execution, coordinating with product, risk, legal and operations teams
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The Company
HQ: Sydney, New South Wales
52,000 Employees
Year Founded: 1911

What We Do

Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services. We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and manage their finances.

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