Address
Form of work- Supporting the creation, protection & transfer of wealth
- Drive the strategic vision of NAB Private
- Develop and manage a portfolio of key High Net Worth clients
Our vision is to be Australia's leading bank, trusted by customers for exceptional service. This vision is underpinned by putting customers at the heart of everything we do, becoming trusted partners in their businesses and their personal dreams and their day to day communities. We back the bold who move Australia forward, but first and foremost, we get the basics right to deliver what we promise, making it easy to deal with us.
About the role:
As a Private Client Manager you will provide the highest quality end-to-end banking, investment & portfolio management services. Fundamental to this role is building excellent relationships by understanding servicing and growing customer needs. Client satisfaction is paramount leading to consistent advocacy for our services. Confidentiality is to be respected at all times. The role requires an absolute passion and genuine interest in assisting and being relevant in the lives of our clients.
Responsibilities include but are not limited to:
- Develop and manage a portfolio of key High Net Worth clients
- Identify new business and referral opportunities and establish, develop and utilise networks of internal and external contacts
- Assess economic value and risk potential of new business
- Implement initiatives to develop client growth
- Personally sanction lending within own Delegated Lending authorities
- Implement annual business plans for the client portfolio allocated
To deliver complete financial solutions to our clients, you will demonstrate:
- Strong credit and lending practices, across residential, commercial and equity based asset classes
- Sound understanding of banking products and services
- Proven client service record within a HNW client market
- Experience in adding true value and service
- Outstanding interpersonal skills
Preferred candidates will hold tertiary qualifications, sound commercial acumen as well as solid experience in financial services, investment management or a related industry.
Who we are:
NAB Private is dedicated to the needs of an exclusive group of clients and their families whose complex financial situations require a specialist approach. We partner with clients along every stage of their financial journey, assisting them to understand, create, protect and transfer their wealth. Much more than just a bank, we're here to provide personalised service and specialised support to our clients with every aspect of their financial life, from wealth creation and protection, to insights and philanthropy.
What’s next:
To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
If you think this role is the right fit for you, we invite you to apply. Let’s have a serious but informal chat about who you are and what drives you. We’d love to share our vision for the future of banking.
We value and embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the communities that we serve and that our thinking, solutions, and products are the best they can be.
