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MUFG

Global bank offering diversified financial services

Analyst / Associate - Relationship Associate or Client Service Analyst

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeAuckland, New ZealandNo salary listedIn-person

About the Job

Requirements

  • Analyst candidates must have 1 to 3 years of demonstrated experience, or Associate candidates must have 4 to 7 years of demonstrated experience, in corporate finance, investment banking, or chartered accounting environments managing complex client relationships.
  • An undergraduate qualification in Economics, Finance, Accounting, or Law is required.
  • Strong negotiation abilities and sound knowledge of financial products, transaction processing protocols, credit management principles, and risk assessment methodologies are required.
  • Clear communication across language barriers and the ability to build trust-based relationships with clients from diverse backgrounds are required.
  • Advanced proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint, is required for preparing reports, presentations, financial analyses, and documentation for internal approvals.
  • A collaborative approach and willingness to train others or step into analyst duties during high-volume periods or staff absences are required.
  • Meticulous attention to detail when handling legal documents or compliance-related tasks and familiarity with KYC processes are required.
  • Ability to adapt quickly in a dynamic environment, maintain accuracy under pressure, and meet deadlines without compromising quality is required.

Responsibilities

  • Proactively manage and support relationships with Corporate and Institutional clients by understanding their businesses, products, market positions, and transactional needs.
  • Assist Senior Relationship Managers in developing client account plans aligned with MUFG’s strategic objectives and revenue targets.
  • Promote MUFG products and services by analysing client requirements and collaborating with product managers to deliver tailored solutions.
  • Lead client communications about transaction execution, documentation processes, KYC requirements, and day-to-day operational matters.
  • Monitor client business progress and financial status through regular reporting, industry Q&A sessions, and timely responses to customer requests.
  • Arrange joint visits with product managers or supporting departments to strengthen client engagement and ensure seamless service delivery.
  • Maintain accurate records of client interactions by logging visit details in call reports and preparing management memoranda on business development activities.
  • Negotiate transaction pipeline terms and conditions with customers, internal stakeholders, legal teams, and credit divisions to ensure compliance with approval standards.
  • Build networks within JCIB Oceania and APAC, foster an inclusive team spirit, and share customer insights with analysts to support effective portfolio management.
  • Support front-office risk identification and control initiatives by following bank policies, guidelines, and regulatory standards for Australia and New Zealand, and participating in credit audits.

Desired Qualifications

  • Chartered Accountant (CA), Chartered Financial Analyst (CFA), or MBA credentials are highly regarded.
  • Experience liaising with legal firms or internal legal departments on documentation related to credit approvals is advantageous but not mandatory.

About the Company

MUFG

Global bank offering diversified financial services

MUFG is a major global financial group that provides a wide range of banking and financial services, including commercial and trust banking, securities, credit cards, and asset management. Its products are delivered through a network of domestic and international banks, digital platforms, and financial advisers, offering loans, deposits, payments, investment services, and asset management. MUFG stands out due to its size and scale as one of the world’s largest financial groups, its diversified offerings across banking and securities, and its strong international presence (notably expanding in the U.S. after investing in Morgan Stanley in 2008). Its goal is to support economic growth worldwide by expanding its global footprint and promoting sustainable finance.

Company size
10,001+
Company stage
IPO
Headquarters
Tokyo, Japan
Founded
2006

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