Associate/Senior Associate – Banks & Insurance – Client Coverage (Northern Hemisphere)

Closing Date: 28 September 2025

Worker Type:

Fixed Term (Fixed Term)

Purpose:

Enable Banks & Insurance RMs across Europe and North America to focus on growth and enable world class account leadership.  The position requires the ability to own repeatable regulatory, data and process workflow; coordinate cross‑functional stakeholders across time zones, and converting client interactions into opportunities, while updating Strategic Account Plans (SAPs)—all delivered in line with cross‑border and regulatory requirements.

The position offers the successful candidate an opportunity to develop his or her sectoral knowledge, develop client relationship management skills, and to play a key role in driving superior client outcomes.

Capabilities, Experience & Qualification Requirements:

Essential Capabilities

• Detail‑driven, proactive, and independent executor (able to manage tasks without handholding).
• Knowledge of correspondent banking and/or insurance sector products/processes (both preferred).
• Strong prioritisation and time management skills.
• Ability to coordinate stakeholders across time zones.
• Sound written and verbal communication + interpersonal skills.
• Proficiency in PowerPoint and Excel.

Desirable Capabilities

• Familiarity with AI tools (e.g., Copilot, ChatGPT).

Experience

• 3–6 years in banking, ideally with KYC, correspondent banking and/or insurance exposure.
• Role(s) that demonstrate multi‑stakeholder coordination and process ownership.

Qualification Requirements

• Tertiary qualification with a Degree in Business or Finance

Key Accountabilities / Decisions:

• Maintain client Strategic Account Plans, Executive Briefings and contact maps
• Support origination of new business including high value lending or markets products suitable for the insurance and banking sectors 
• Capture actions from weekly WIP, monthly product/network calls
• Contribute to the implementation of FGT Global Banks and Insurance teams’ strategic initiatives and objectives.

Key Responsibilities

Coverage (Banks & Insurance)

• Contribute to Client Coverage Goals
• Strategic Account Planning, including contact mapping, gap identification and the capturing of opportunities.
• Pitch materials: Prepare pitchbooks aligned to NAB capabilities and cross‑border rules.
• Assist with DD requirements; plus onboarding/offboarding: Coordinate documentation and approvals.
• Event briefings: Prepare materials for major industry events (e.g., Sibos, IMF).
• Cross‑product coordination (including Deposits, Markets, Trade and DCM business)
• Meetings and CRM execution: attend meetings, scribe actions, upload to Client Centre, chase follow‑ups.

AUD Clearing / Correspondent Banking (Banks only)

• Correspondent banking due‑diligence: Compile responses with CBDD/FCO, track queries and support RM reviews.
• Vostro account servicing: Pricing checks (and execution), fee waivers, account opening.
• Service reviews & analytics: STP/NPP analysis with recommendations; partner on improvements.

Key Interfaces

Internal

• Banks & Insurance RMs in London & New York (x4)
• Client Management & Execution (CME)
• CDD NH/FCO/CBDD (Correspondent Banking DD) and Transaction Monitoring
• Markets (FICC/Sales), Corporate Finance, Credit, Legal, Treasury,
• Client Centre team
• London, Paris & NY leadership

External

• Clients in Europe & North America, under RM direction

Key Performance Indicators

• Diligently meet deadlines with high quality results.
• Effective portfolio management, inclusive of maintaining hygiene and deliver result within expected timelines.
• Contribution to FGT Insurance and Banks client coverage in achieving its financial and strategic objectives, including simplification and productivity gains.
• Engagement and relationship with Key Interfaces as measured by feedback from those groups

It’s more than a career at NAB. It’s about more opportunity, more moments to make a difference and more focus on you.

Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth to us, you’ll be recognised and rewarded for your contribution in return. You’ll have our support to excel for our customers, deliver positive change for our communities and grow your career. 

It’s a good time to see what more you can find at NAB as a

Associate/Senior Associate – Banks & Insurance – Client Coverage (Northern Hemisphere)

A diverse and inclusive workplace works better for everyone.
At NAB, we’re intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It’s a huge part of what makes NAB such a special place to be.

Join Nab

If you think this role is the right fit for you, we invite you to apply.

To be eligible to apply, you must have UK citizenship or UK working rights. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.

Please note unsolicited CVs from agencies will not be accepted.