At a Glance
- Tasks: Support Relationship Managers with credit analysis and portfolio management.
- Company: Join Westpac, a leader in corporate banking with a commitment to community.
- Benefits: Enjoy generous leave, banking perks, and career growth opportunities.
- Other info: Inclusive workplace that values diverse talents and offers volunteer days.
- Why this job: Make a real impact on customer success and strengthen your analytical skills.
- Qualifications: Tertiary qualification in finance or related field; strong analytical and communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a commercially minded and analytically strong Relationship Associate to join our Institutional & Business Banking team. This role is ideal for someone who enjoys deep customer analysis, thrives on problem‑solving, and wants to contribute meaningfully to customer success and portfolio performance.
As a Relationship Associate, you will work as part of a team of Corporate Banking Relationship Associates who play a central role in supporting Relationship Managers by providing high‑quality credit analysis, financial insight, and portfolio management expertise. Your work will directly influence customer outcomes, the health of the lending portfolio, and the strength of our risk and compliance standards. You will develop a deep understanding of customers, industries, and market conditions, ensuring we maintain strong relationships and deliver well‑considered credit solutions. This role is key in safeguarding Westpac’s reputation through rigorous assessment, sound judgement, and timely credit submissions.
You will complete accurate, concise and well thought‑through credit submissions while undertaking dynamic risk management of the portfolio, incorporating accurate and timely monitoring of triggers, covenants, completion of periodic risk reviews, and continuous risk monitoring within policy timeframes and standards.
What will you bring?
- Tertiary qualification in accounting, finance, or a related field.
- Knowledge of banking products and the New Zealand market.
- Understanding of NZ’s commercial environment and economic landscape.
- Strong financial analysis and credit assessment capability.
- Knowledge of regulatory compliance and credit risk.
- Excellent analytical thinking and problem‑solving skills.
- Strong interpersonal and written communication skills.
- High attention to detail and ownership of deliverables.
- Familiarity with legal and lending documentation will be advantageous.
Benefits
- 4 weeks standard holiday + 5 additional days of wellbeing leave.
- Additional purchased leave options up to 4 weeks per year.
- Banking benefits, insurance discounts and superannuation scheme.
- Career growth – internal promotion and performance recognition programmes.
- Generous parental leave with top‑up to government paid leave.
- School holiday subsidy.
- 2 volunteer days per year.
At Westpac we work together to build a fairer and stronger New Zealand for our people, customers, and communities. We value, reward and recognise individuality, and support diverse talents. We encourage people from all walks of life, including those who are neurodiverse or have chronic health conditions or disabilities, to apply – your attitude and passion are as important to us as your experience, qualifications and capabilities.
Apply today with your CV and Cover Letter.
Relationship Associate in Nelson employer: Westpac New Zealand
Westpac is an exceptional employer that prioritises employee well-being and career development, offering a supportive work culture in Nelson. With generous benefits such as additional leave options, banking perks, and a commitment to diversity, employees are empowered to thrive both personally and professionally. The role of Relationship Associate not only provides meaningful contributions to customer success but also fosters growth through internal promotion and recognition programmes.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Associate in Nelson
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Westpac New Zealand. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Associate in Nelson
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Westpac New Zealand.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Westpac New Zealand's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Westpac New Zealand
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Westpac New Zealand.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Westpac New Zealand will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Westpac New Zealand employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
