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Unique financial advisor role

Melbourne
beBee Careers
Financial Advisor
Posted: 24 June
Offer description

Financial Institutions Coverage Role

This is a unique opportunity to excel in a demanding role where you will act as a key point of contact for financial institutions located in Oceania. Your primary objective is to deliver optimal client outcomes by working closely with the FI Leadership Team and providing day-to-day coverage for these clients.

Your responsibilities include:
- Developing specific account plans for each FI client and communicating the client's strategy internally, identifying areas of opportunity
- Originating and leading significant market transactions in the FI sector
- Developing value-added solutions involving acquisition financing, fund finance, DCM, risk management, fund administration and ancillary banking products

To be successful in this role, you will need to possess strong analytical skills, a high level of attention to detail, and the ability to communicate clearly both in writing and verbally. You will also need to have a deep understanding of the financial industry and the ability to build strong relationships with key stakeholders.

About This Opportunity

In this role, you will have the opportunity to work with a diverse range of clients and develop a deep understanding of their needs and goals. You will also have the chance to work closely with other departments and teams to identify new business opportunities and drive growth.

Requirements

To be considered for this role, you will need to have at least 5 years' experience in a similar coverage role or product, including Fund Finance, Leveraged and Acquisition Finance, Project Finance or Capital Markets. You will also need to have existing profile and customer relationships within the FI Sector, an undergraduate Business / Commerce / Law Degree from a leading university, and proficiency in the full suite of core Microsoft products with strong financial modelling skills.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. Our company 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.

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