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Analyst / Associate, Relationship Associate or Client Service Analyst – Corporate Coverage (12 month fixed term contract)

Auckland Branch, NZ💼 Contract🗓 2026-10-01 → 2026-10-05

Core

Supporting senior relationship managers in managing corporate and institutional client relationships, driving strategic business growth, and ensuring risk management for a diverse portfolio.

Role type

Corporate Banking Relationship Associate / Client Service Analyst

Builds

Strategic account plans, tailored banking solutions, and robust risk controls for corporate clients.

Domain

Corporate Banking / International Finance

Deliverable

client delivery

Required skills

Corporate finance knowledge, client relationship management, financial product analysis, negotiation, KYC compliance, credit risk assessment, Microsoft Office Suite proficiency (via careerplan.io/jobs/10079775-WD-analyst-associate-relationship-associate-or-client-service-analyst-corporate-coverage-12-m)

Preferred skills

Chartered Accountant (CA), Chartered Financial Analyst (CFA), MBA, legal documentation experience, cross-cultural communication

Technologies

Microsoft Excel, Microsoft Word, Microsoft PowerPoint

Responsibilities

Develop comprehensive account strategies for corporate clients, analyze client requirements to recommend banking solutions, lead communications on transaction execution and KYC, monitor client financial status through reporting, negotiate terms for pipeline transactions, support front office risk identification and credit audits

Seniority

Junior to Mid-level (1-7 years experience)