Private Client Manager

1 week ago

Melbourne, Victoria, Australia NAB - National Australia Bank Full time

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

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.

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