Associate - Financial Institutions Group FIG

ANZ; Makati; On-site; PHP 9,000,000 - 13,000,000; Full time

Job summary

ANZ in Makati City, Philippines is seeking an Associate Director for the Financial Institutions Group. The role focuses on client coverage, origination, portfolio management, and revenue delivery within a fast-growing FIG franchise.

Strong risk awareness and relationship management are essential for success. The role requires deep knowledge of credit risk, compliance, and banking products, with the ability to drive strategic initiatives, lead campaigns, and manage complex client portfolios in a

Qualifications

• Degree in Commerce, Finance, Economics, Business, or related discipline.
• Proven relationship management experience covering FIG clients.
• Strong understanding of origination, credit risk, non‑financial risk management, compliance, and banking regulations.
• Knowledge of credit analysis and loan documentation principles.
• Proficient in Microsoft Copilot, Excel, Word, and PowerPoint.
• Strong analytical skills to interpret client, portfolio, pipeline, and revenue data.
• Commercially driven with ownership and accountability for client outcomes.
• Ability to build relationships with clients, product partners, and stakeholders.
• Strong problem-solving, judgment, and ability to manage multiple priorities in a fast-paced environment.
• Keen attention to detail in portfolio, revenue, KYC, and transaction information.
• Excellent written and verbal communication skills for client presentations.

Responsibilities

• Take primary coverage responsibility for a portfolio of clients, shadowing senior bankers on strategic relationships.
• Support origination of new business opportunities across the FIG portfolio and maintain an active pipeline.
• Account planning, client prioritization and portfolio growth initiatives including revenue budgeting.
• Contribute to FIG Philippine strategic priorities through sector research and data-led insights.
• Lead or support priority campaigns and specialized projects such as targeted segment campaigns.
• Maintain accurate business information across revenue, pipeline, client activity and portfolio metrics for timely decisions.
• Support transaction execution, documentation and client servicing with product, legal, risk, operations and support teams.
• Ensure timely KYC for the portfolio and readiness for key products and geographies.
• Support risk and compliance within governance standards and manage financial/non-financial risks.
• Develop knowledge of products relevant to FIG clients (transaction banking, lending, markets, DCM, commodities).

Skills

Relationship management

Credit risk

Regulatory compliance

Financial analysis

Portfolio management

Stakeholder management

KYC compliance

Presentation skills

English proficiency

Strategic thinking

Education

Commerce/Finance/Economics/Business degree

Tools

Microsoft Copilot

Excel

Word

PowerPoint

Job description

Job Description

About Us

At ANZ, were shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest customers move trade and capital around the region, providing our people with great opportunities to build their technical expertise and their careers.

About the Role

As an Associate Director in Financial Institutions Group (FIG), Philippines, you will play an active role in driving a customer‑centric, solutions‑led and fast‑growing FIG franchise. The role carries responsibility for client coverage, origination, portfolio management and execution activities, while contributing to revenue growth, risk discipline and high‑quality client outcomes.

This is an independent Relationship Manager role with significant commercial accountability and exposure to client coverage in an Institutional setting. The successful candidate will be a technically strong banker with sound commercial judgement, strong communication skills, and the ability to contribute to origination, disciplined execution, revenue delivery and portfolio growth. A strong understanding of relationship management, credit risk, non‑financial risk, regulatory compliance and key banking products is highly desirable, together with a demonstrated ability to operate within a robust risk management framework.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Type: Permanent, Full‑time

Role Location: Makati City, Philippines

Work Hours: Dayshift

What will your day look like?

• Client Coverage: Take primary coverage responsibility for a portfolio of clients, while shadowing senior banker/s on strategic relationships. Develop a strong understanding of client priorities, decision‑makers, wallet opportunities, and near‑term revenue potential.
• Origination & Revenue Delivery: Support the origination of new business opportunities across the FIG portfolio, including identifying transaction ideas, maintaining an active pipeline, tracking deal conversion and contributing to revenue targets for the business.
• Portfolio Growth & Business Planning: Account planning, client prioritization and portfolio growth initiatives, including revenue budgeting, pipeline reviews, wallet analysis and preparation of business performance updates.
• Strategy and Planning: Contribute to FIG Philippine’s strategic priorities through sector research, target client analysis, data‑led insights and preparation of senior management presentations.
• Special Projects and Campaigns: Lead or support priority campaigns and special projects such as targeted segment campaigns, including financial sponsor banking initiatives.
• Information Management: Maintain accurate and actionable business information across revenue, pipeline, client activity and portfolio metrics to support timely decision‑making.
• Transactional Support: Support transaction execution, documentation and client servicing in partnership with product, legal, risk, operations and support teams.
• Know Your Customer (KYC) & Customer Readiness: Ensure timely and thorough completion of inbound and outbound KYC for the portfolio, streamline the KYC process and ensure customers are deal‑ready for key products and geographies.
• Risk & Compliance Assurance: Support disciplined and sustainable business growth by ensuring activities are managed within applicable risk, compliance and governance standards, including the proactive management of financial and non‑financial risks.
• Product Exposure: Develop and apply knowledge of products relevant to FIG clients, including transaction banking for financial institutions (clearing, guarantees, local cash, trade), relationship lending, global markets investor sales, syndicated loans, debt capital markets and commodities.

What will you bring?

To grow and be successful in this role, you will ideally bring the following:

• Degree in Commerce, Finance, Economics, Business, or a related discipline.
• Proven relationship management experience covering FIG clients
• Strong understanding of business origination, credit risk, non‑financial risk management, compliance, and banking regulations.
• Knowledge of credit analysis and loan documentation principles.
• Proficient in Microsoft Copilot, Excel, Word, and PowerPoint.
• Strong analytical skills with the ability to interpret client, portfolio, pipeline, and revenue data to support business decisions.
• Commercially driven with a strong sense of ownership and accountability for client and business outcomes.
• Ability to build and maintain effective relationships with clients, product partners, and key stakeholders.
• Strong problem‑solving skills, sound judgment, and the ability to manage multiple priorities in a fast‑paced environment.
• Keen attention to detail, particularly in managing portfolio, revenue, KYC, and transaction‑related information.
• Excellent written and verbal communication skills, including the preparation of client presentations and management reports.

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us?

From the moment you join ANZ, youll be doing meaningful work that will shape a world where people and communities thrive.

But its not just our customers wholl feel your impact. youll feel it too. Because at ANZ, youll have the resources, opportunities, and support you need to take the next big step in your career.

Were a diverse bunch at ANZ in different roles, different locations, doing different things. Thats why we have a range of flexible working arrangements, so our people can make work, work for them.

• We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ, youll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. Thats because were committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability or access requirement, let us know how we can provide you with additional support.