Private Client Manager

NAB - National Australia Bank
Melbourne, Australia
Mar 23, 2023
Apr 07, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job no: 785851
Business unit: Business and Private
Position location: 395 Bourke St
Work type: Permanent Full time
Location: VIC- Melbourne CBD
  • 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
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 Private Client Manager.

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.

A diverse and inclusive workplace works better for everyone.

At NAB, we are 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 is a huge part of what makes NAB such a special place to be.

More focus on you
We are committed to delivering a positive experience for our colleagues and a workplace you can be proud of. We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits. We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities. For more information, please click here

Continuing building your career at NAB
If you think this role is the right fit for you, we invite you to apply. As a valued internal colleague Hiring Manager will be happy to have a confidential chat to you about your experience and interest in the role.

To avoid disappointment, you are encouraged to have a minimum of 18 months tenure in your current role and your people leader's endorsement to apply and participate in the selection process. To be eligible to apply, you must have Australian or New Zealand citizenship or Australian permanent residency status.

Please note candidate screening methodologies and interviews may be conducted prior to the closing date of the job advert. If you require any reasonable adjustments to the recruitment process or the role, please let the recruitment consultant know.

Advertised: 21 Feb 2023 6:00 AM AUS Eastern Daylight Time
Closing: 21 Mar 2023 11:55 PM AUS Eastern Daylight Time
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