Job Summary
The Transition Finance and Advisory (TFA) role is responsible for acting as the primary sustainable finance and transition advisory point of contact for bankers and clients in the market. The role translates global frameworks, thematic insights and bank capabilities into credible client positioning and executable financing pathways. The role focuses on origination, client engagement and content creation with a focus on driving commercial impact. This role will work in close partnership with Coverage and Risk teams, bringing sector insight, disciplined judgement, and cross‑border connectivity to deliver sustainable growth across the Transition Finance and Advisory portfolio.
Key Responsibilities
- Increasing awareness of SF offerings and benefits among underpenetrated clients (solution replicability).
- Winning new businesses where ESG can differentiate the bank vs. competing primarily on balance sheet size and pricing, such as ESG structured notes.
- Identifying client opportunities for distribution of the bank’s sustainable finance assets.
- SF product execution / structuring, where agreed with Products and the bank is SF coordinator. Focus on expansion of our sustainability‑linked framework to consider additional / novel KPIs.
- Working with targeted (less sophisticated) clients on SF / Transition frameworks when clear monetisation opportunities (first SLL deal, capturing conventional client SoW).
- Working with the Global Transition Technologies teams to originate Energy Transition transactions across our markets.
- Partnering with governments on capital mobilization (incl. Sponsors): decarbonization, energy, and minerals security with increased state co‑funding and de‑risking.
- Supporting brand building and profiling: participating in relevant industry initiatives to gather relevant market intelligence, demonstrate thought leadership, and maintain client connectivity.
- Adhering to values & conduct expectations (non‑negotiable): by role‑modelling ethical conduct, risk discipline, client suitability, inclusion, and enterprise first leadership.
- Direct contribution to SF & TF transactions: the team will work towards a target direct dollar contribution to SF / TF transactions.
- Client income contribution: the team will work towards a dollar client income contribution amount tagged to an agreed list of clients that have been identified as having a strong opportunity for increased share of wallet.
- High‑quality client engagements: the team will work towards a specified number of target client engagements to be completed within an agreed time period. These engagements will be focused on where there is a real opportunity to drive commercial impact.
- Marketing activities: the team will work towards producing an agreed amount of thought leadership pieces of content and participation in key industry forums.
Qualifications
- Degree (BA or equivalent).
- 3+ years banking experience.
- Knowledge of and experience across multiple banking products preferred.
- Knowledge of environmental and social risks and ESRM policies of the bank.
- Ability to promote good teamwork, collaboration and management of conflict across stakeholders.
- Ability to independently drive initiatives with minimum hands‑on supervision, including with developing partnership opportunities.
- Client‑focused with ability to establish and leverage high‑impact relationships while presenting creative solutions.
- Strong communication and presentation skills, and stakeholder management skills.
- Highly skilled in creation of briefing materials, report writing and preparation of presentations.
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time‑off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market‑leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first‑aiders and all sorts of self‑help toolkits.
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies – everyone feels respected and can realise their full potential.
