Associate, Financial Institutions

Mitsubishi UFJ Financial Group; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial institution in Greater London is seeking a candidate to support relationship managers for financial institution clients. The role includes preparing marketing materials and collaborating with internal teams. Ideal candidates will possess banking and securities operational experience along with strong analytical and communication skills. The position requires a university degree and offers a full-time contract with flexible working options.

Qualifications

• Experience in banking operations and relationship management.
• Experience in securities operations (DCM, loans).
• Strong problem-solving and decision-making skills.

Responsibilities

• Support relationship managers for FI clients.
• Prepare marketing materials and maintain client relationships.
• Collaborate with product teams and manage administrative tasks.

Skills

Banking business experience

Securities business experience

Clear communication skills

Good IT knowledge

Sound data analysis skills

Fluency in English (written and spoken)

Education

University degree or equivalent experience

Tools

Microsoft Office

Job description

Do you want your voice heard and your actions to count

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe are 150,000 colleagues striving to make a difference for every client organisation and community we serve. We stand for our values, building long‑term relationships, serving society and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it is part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies and tools that empower you to own your career.

Join MUFG where being inspired is expected and making a meaningful impact is rewarded.

OVERVIEW OF THE DEPARTMENT / SECTION

Financial Institutions Group is the relationship management / coverage team for Financial Institutions in EMEA. The team has responsibility to expand business with Financial Institutions by collaborating with various stakeholders from the Bank MUFG Securities (MUSE) and MUTB (Investor Services, Asset Management & Trust Bank) under the One MUFG approach.

MAIN PURPOSE OF THE ROLE

This position is to provide support to relationship managers for FI clients in the UK, Israel & international subsidiaries, with the principal focus on large bank groups, specialist lenders and select wealth managers. Banks include central banks, commercial/investment banks and broker‑dealers. Specialist lenders will include UK mortgage lenders, credit card and consumer lenders and auto loan & inventory finance companies.

KEY RESPONSIBILITIES

• Assisting in preparing briefing memos, presentation materials and pitch books, terms sheets to enable effective marketing to the clients as per existing rules and regulations.
• Maintain a close and open relationship with both team and product offices ensuring good two‑way information flow and access to clients.
• Optimize marketing effort by proactive collaboration with product teams and other stakeholders in order to enhance cross‑sell opportunities in coordination with and guidance from the relationship managers.
• Close collaboration with credit analysis and FI credit teams for annual reviews and ad hoc transaction‑based limit requests.
• Ensure call reports, KYC, credit processing/reviews and all other administrative tasks are managed properly within the prescribed time frame.
• Update pipeline and verify revenues and client mapping in systems.
• Find and provide solutions to clients’ issues and claims in coordination with the relevant product teams and RMs.
• Manage information data collection, analysis and timely reporting to the management related to FI business.
• Assist with review documentation and manage the process (e.g. approval documentation signing drawdowns) within the function ensuring that documents are further actioned as appropriate for bank legal docs including ISDA/CSA MRPA etc.
• Contribute to the ongoing process in improving activities within client relationship management by identifying opportunities to increase efficiency, accuracy and collaborative working.
• From time to time the Associate may be asked by FI Management to work on initiatives relevant to the FI business where appropriate.

ESSENTIAL

• Banking business experience (FX, loans, deposit, trade finance, securitisation, etc.) operation and RM supporting role.
• Securities business experience (DCM, loans, rates & repos, etc.)

SKILLS AND EXPERIENCE

Functional / Technical Competencies

• Banking business experience (FX, loans, deposit, trade finance, etc.)
• Securities business experience (DCM, loans, rates & repos, etc.)
• Sound understanding of internal banking system and procedures
• Clear communication skills
• Good IT knowledge and skill (Microsoft Office)
• Sound data analysis and presentation/paper creation skills
• Fluency in English written and spoken

Education / Qualifications

• University degree or equivalent experience in area of expertise
• Professional qualifications welcome

PERSONAL REQUIREMENTS

• Excellent communication skills
• Results driven with a strong sense of accountability
• Proactive, motivated approach
• The ability to operate with urgency and prioritise work accordingly
• Strong decision‑making skills, the ability to demonstrate sound judgement
• A structured and logical approach to work
• Strong problem‑solving skills
• A creative and innovative approach to work
• Excellent interpersonal skills
• Ability to manage large workloads and tight deadlines
• Excellent attention to detail and accuracy
• Calm approach with the ability to perform well in a pressured environment
• Strong numerical skills
• Excellent Microsoft Office skills

We are open to considering flexible working requests in line with organisational requirements.

MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.

We make our recruitment decisions in a non‑discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.