Associate, Financial Institutions

MUFG Americas; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services provider is seeking a support specialist for its Financial Institutions Group. This role involves assisting relationship managers for bank clients and ensuring efficient communication and collaboration among teams. Ideal candidates will have banking and securities experience and outstanding communication skills. The position is based in Greater London and offers an opportunity to contribute to impactful client interactions. A university degree is required, and fluency in English is essential.

Qualifications

• Experience in banking business operations and relationship management support.
• Understanding of internal banking systems and procedures.
• Experience with data analysis and presentation.

Responsibilities

• Support relationship managers for FI clients in the UK and internationally.
• Prepare briefing materials and maintain communication with clients.
• Collaborate with Product Teams to enhance marketing efforts.

Skills

Banking business experience (FX, Loans, Deposit)

Securities business experience (DCM, Loans)

Clear communication skills

Good IT knowledge (Microsoft Office)

Sound Data analysis skills

Fluency in English

Education

University degree or equivalent experience

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, we’re 150,000 colleagues, striving to make a difference for every client, organization, 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’s 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 cards and consumer lenders and auto loan & inventory finance companies.

KEY RESPONSIBILITIES

• Assisting in preparing briefing memos, presentation materials, pitch books, terms sheets to enable effective marketing to the clients as per existing rules and regulations.
• Maintaining a close and open relationship with both team and product office, ensuring good (two-way) information flow and access to clients.
• Optimizing 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 adhoc transaction based limit requests.
• Ensuring call reports, KYC, credit processing/reviews, and all other administrative tasks are managed properly within the prescribed time frame.
• Updating the pipeline and verifying revenues and client mapping in systems.
• Finding and providing solutions to client’s issues and claims in coordination with the relevant product teams and RM’s.
• Collecting, analyzing and reporting management information data related to financial institutions business (FI Business) in a timely manner.
• Assisting with review documentation and managing the process (e.g. approval, documentation, signing, drawdowns) within the function ensuring documents are further actioned as appropriate for bank – legal docs including ISDA/ CSA, MRPA etc.
• Contributing to the ongoing process of improving client relationship management activities by identifying opportunities to increase efficiency, accuracy, and collaborative working.
• Working on initiatives relevant to the FI business where appropriate, as requested by FI Management.

WORK EXPERIENCE

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 in 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
• A 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.
• The ability to manage large workloads and tight deadlines.
• Excellent attention to detail and accuracy.
• A calm approach, with the ability to perform well in a pressurised 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.