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Director, Relationship Manager, Financial Institutions

Sydney Branch, AU💼 Full-time🗓 2026-09-28 → 2026-09-30

Core

Director leading strategic growth and portfolio management for Financial Institutions (specifically insurance sector) within Corporate & Investment Banking in Australia.

Role type

Senior IC Director (Financial Institutions)

Builds

Bespoke financial solutions (acquisition financing, DCM, risk management) and long-term client relationships for insurance sector clients.

Domain

Banking / Financial Services / Insurance

Required skills

Strategic account planning, C-suite relationship management, credit risk management, portfolio health monitoring, product development collaboration, team leadership/mentoring, negotiation, market intelligence.

Preferred skills

CFA certification, deep insurance sector expertise, APAC regional knowledge.

Technologies

N/A

Responsibilities

Develop and implement comprehensive account plans for Financial Institution clients; Collaborate with senior leaders to build insurance sector strategy for Oceania; Partner with product specialists to design bespoke financial solutions; Provide input into product development based on client requirements; Oversee new transactions and maintain credit quality standards; Cultivate relationships with C-suite executives; Coach and mentor junior staff.

Seniority

Director, hands-on leadership with team management

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