Associate Director, FSA

Closing Date: 09 October 2025

Worker Type:

Permanent

Associate Director, FSA UK

Contribute to the delivery of the European element of the Bank’s global Fund Sponsors, Strategic Investors and Alternative Assets (“FSA”) Coverage strategy to enhance our servicing of large, global complex sponsor clients including designated Private Capital & Strategic Investor (PCSI) priorities:

Purpose

• Provide relationship management and strategic planning to designated FSA / PCSI clients including coverage of real asset teams within this client set and portfolio companies and co-ordinate with global coverage team
• Origination of new transactions across full suite of available products
• Development and delivery of solutions to meet client needs
• Specifically support developing growth from identified and targeted clients
• Pipeline management, account planning and multi-product origination
• Support directors and heads of with senior client engagement
• Delivery of leading industry insights
• Provision of high-quality business management support
• Coordination of relevant client activities across FSA / PCSI
• Creating and maintaining a sustainable risk position in relation to the designated client set
• Develop and implement client strategic account plans and build long-term client relationships
• All objectives are to be achieved in line with the C&IB Global Strategy and with the NAB’s key stakeholders: shareholders, customers, community and colleagues.
• The role requires close collaboration with a broad range of product specialists, e.g. Markets, Specialised Financing, Transaction Banking & DCM, the Client Management & Execution (CME) team, PCS, Agency, other Coverage teams and credit/ risk colleagues. The role will be required to work collaboratively within Corporate & Institutional Banking, across business units and geographies to build the global FSA business.

Core Responsibilities:

Financial / Business Management

• For the portfolio of clients and targets, assist the Business Head to ensure the delivery of banking products and earnings are maximised, costs are controlled and NAB’s return hurdles are satisfied
• Assess each client’s (target’s) total financial product and service requirements and ensure an optimised number of cross-sell within NAB’s products portfolio to each client (target)

Customer & Community

• Together with the wider FSA Coverage team and product specialists, develop and implement a strategic and tactical plan for each Client, based on knowledge of the Client’s industry, growth projections, funding strategies and objectives. Ensure plans remain consistent with the business objectives re financial and operational solutions for the Client
• Relationship development and marketing to existing Clients and business development to prospective Clients, including co-ordination of transactions or product sales to meet agreed revenue targets
• Develop Client and Product pitches for delivery to Clients
• Prepare briefing notes and/or presentations for team heads
• Expand/ strengthen relationship with clients at multiple levels with the objective of being financier of choice and sounding board for financing ideas/queries/strategies. Aim to develop a lead relationship role.
• Liaise with product specialists/advisors in client team to develop financing proposals. Coordinate and oversee the marketing of ideas and Bank products to appropriate client contacts and ensure implementation of transactions in timely manner.

Employees

• Responsibilities for health and safety have been assigned to all employees. For your specific responsibilities refer to either: Responsibilities for Workplace Health and Safety located in the corporate intranet under People toolbar; relevant operating manuals or via assigned People & Community Business Partners.
• Develop and promote a team oriented work environment that is enjoyable and rewarding for employees, and consistent with the underlying objectives of the business.
• Ensure all personal training records are maintained and kept up to date.

Stakeholders

• Represent C&IB and the FSA super sector at client, industry and stakeholder regional and global forums both internally and externally including risk/management committees and conferences

Process, Quality & Capability Leverage

• To comply with the law and all applicable compliance obligations relevant to the position holder’s existing work responsibilities, duties, work practices and conduct.
• To conform with all internal operating policies and procedures relevant to the position.
• To identify and report any policy breaches to People Leader/Manager.
• To provide professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position.
• To escalate any problems, issues or risks which could potentially have a significantly negative impact on any aspect of business operations, financial position or the level and quality of service provided to customers.
• Originate deals & co-ordinate the deal origination process. As appropriate, supervise and manage the execution of transactions.
• Liaise with Product specialists/advisors in Client team to develop financing proposals. Co-ordinate and oversee the marketing of ideas and nab products to appropriate Clients contacts and ensure implementation of transactions in timely manner.
• Oversee the ongoing usage and management of existing facilities.
• Obtain internal pricing approvals

​Working Relationship Are As Follow:

• Clients (frequent) for understanding of clients industry business and delivery of financial solutions to meet business needs.
• Senior Management for reference, where necessary on key issues, operational points of reference, input into performance measurement and review.
• Product specialist area (frequent) for delivery of financial solutions for clients.
• Client Management & Execution (CM&E) team for origination and execution support and, where necessary, providing input on client relationship and aspects of portfolio management relevant to transactions originated
• Product Specialist areas for delivery of multi-product financial solutions (debt, derivatives, capital markets, distribution, agency etc.) and developing as well as enhancing the client relationship
• Credit Risk Management for engagement regarding risk appetite, structuring, credit approvals & ongoing asset quality
• Legal Services review of legal documents and sign-off on final documents, advice on legal issues/commercial impacts.
• Operating Services - to ensure effective implementation of client requirements
• FSA Coverage Leadership Team – coordination and delivery of global FSA business strategy/plan
• Other internal enablement partners – e.g. Finance, Divisional Controls, Lending Admin, GORO. Key client liaison for preparing Sanctions papers and assisting obtaining all necessary information for know your customer purposes.
• Industry and external market contacts – develop and promote NAB’s business and regional activities, remain closely informed of industry developments

Financial Accountability:

• Delivering on Financial Aspirations and of planned Revenue/RWA, ROE Expenses, and Revenue from new sources
• Delivering to Customers (sales disciplines, account plans, senior executive engagement)
• Proactively managing risk and compliance (policies and procedures adherence).

Critical Experience:

• Managing complex client relationships and driving client advocacy and multi-product origination, to deliver revenue and financial outperformance
• Proven experience of being an effective team player and helping to build a strong sales excellence culture
• Demonstrating deep understanding of institutional banking, general accounting principles, project and structured financing
• Demonstrating strong risk culture and outcomes
• Research, writing and presentation delivery experience
• Strategy development experience
• FSA / PCSI experience is not essential, but highly regarded
• Sustainability / ESG related experience is not essential, but highly regarded

Qualifications:

• Tertiary qualified with degree typically in Business or Finance related disciplines
• 5+ years’ professional experience in investment/financial industry in a related role and preferably with operational experience
• Experience in originating and structuring a broad range of complex finance transactions, preferably across a range of utility, infrastructure and renewable energy segments, gained within a major international bank, along with demonstrable ability to monitor and understand risks.
• Excellent client engagement skills to develop and grow client relationships.
• Sound understanding of financial markets both locally and globally.

Core Skills & Capabilities:

• Customer Focus (Business)
• - Speaks clearly about the importance of the customer; fosters a sense of urgency toward customer needs
• Secures appropriate organizational resources and support to meet current customer needs
• Creates and maintains effective partnerships with customers; identifies some ways to build and strengthen these relationships
• Supports efforts to build customer satisfaction, loyalty, and commitment
• Strategic Mindset (Business)
• - Develops a long-term strategy that leverages NAB’s key differentiators in the market
• - Considers multiple scenarios to best prepare NAB for potential changes and possibilities
• - Ensures business strategies are updated and addresses evolving dynamics in the market
• - Ensures organisational strategies from various units are aligned and integrated for optimal competitive advantage
• Plans and Aligns (Results)
• - Distributes organisational resources in a way that aligns with strategic plans and priorities
• Shares some critical objectives so that the organisation can prioritise and plan
• Takes steps to coordinate and align plans across multiple workgroups
• Supports strategic objectives with aggressive yet realistic time frames
• Decision Quality (Results)
• - Advocates cross-functional analysis of problems, encouraging cooperation across functions on key decisions
• Coaches leaders to push decision making down to the most appropriate level; challenges those who retain too much authority
• Pushes for the use of sound logic and data when making organisation-wide decisions- Typically steps forward and makes tough decisions or difficult trade-offs
• Drives Engagement (People)
• - Generates commitment in others by appealing to their values and goals
• - Takes steps to create a climate making work gratifying and enjoyable for employees
• - Recognises others for strong performance and valuable contributions; encourages others to do the same
• - Provides clear messages about the purpose and importance behind the work
• Collaborates (People)
• - Seeks out a broad range of perspectives when leading discussions, formulating solutions, or charting strategies
• - Supports an environment where people feel able to express themselves with honesty
• - Promotes a culture of collaboration across boundaries; urges teamwork with other groups, functions, and teams
• - Takes clear steps to address the major barriers to collaboration
• Demonstrates Self-Awareness (Self)
• - Encourages others to build self-awareness by sharing personal lessons and insights from own development
• - Assumes responsibility for the effect own leadership style has on people and groups
• - Solicits feedback from a variety of perspectives to obtain a clear view of own effectiveness
• - Is aware of personal strengths and limitations and adjusts behaviours as needed
• Nimble Learning (Self)
• - Ensure the organisation is keeping track of and communicating lessons learned
• - Encourages and conveys the value of exploration and learning
• - Takes steps to reinforce the value of experimenting to find new solutions
• - Takes opportunities to encourage and reward learning

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 Director, FSA

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.