Corporate Client Analyst / Associate (Fixed-Term)

About the role

MUFG, a globally respected financial institution, is seeking an Analyst or Associate to join its Auckland branch as a Relationship Associate or Client Services Analyst focused on corporate clients. The role sits at the heart of client engagement, supporting senior relationship managers in developing account strategies, nurturing relationships with corporate and institutional clients and helping drive strategic business growth. It is a 12-month fixed-term contract.

Key responsibilities

• Analyse client needs and recommend suitable banking solutions, and work with senior relationship managers to develop account plans aligned with strategic objectives and revenue targets.
• Promote MUFG's products and services by collaborating with product managers to deliver tailored solutions.
• Lead communications on transaction execution, documentation, KYC requirements and day-to-day operations.
• Monitor client business progress and financial status through regular reporting, industry Q&A sessions and timely responses to requests.
• Arrange joint visits with product managers or other departments and log client interactions in call reports and management memoranda.
• Negotiate terms and conditions of pipeline transactions with customers, internal stakeholders, legal teams and credit divisions.
• Support front office risk identification and control, adhere to bank policies and regulatory standards for Australia and New Zealand, and take part in credit audits.

Required profile

• Analyst (1 to 3 years' experience) or Associate (4 to 7 years' experience) in corporate finance, investment banking or chartered accounting, managing complex client relationships.
• Undergraduate degree in Economics, Finance, Accounting or Law; CA, CFA or MBA credentials are highly regarded.
• Experience liaising with legal firms or internal legal departments on credit approval documentation is advantageous but not mandatory.

Required skills

• Strong negotiation skills and knowledge of financial products, transaction processing, credit management and risk assessment.
• Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Familiarity with KYC processes is essential.
• Attention to detail on legal documents and compliance tasks, and ability to meet deadlines under pressure.