Associate, Investor Sales

1 week ago

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

Work type:
Permanent Full time

Location:
VIC- Melbourne CBD

-
Build on your passion for financial markets by developing and delivering product specialist knowledge across the suite of equity solutions offered by NAB:


  • Showcase your knowledge of global and competitor trends and market conditions

It's more than a career at NAB. It's about more opportunity, more moments to make a difference and more focus on you.
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 an Associate.

The role:


We deliver customised protection, yield enhancement and financing solutions to assist Australian investors with new and existing equity positions or portfolios.

We work closely with our colleagues from both the Business & Private Bank and Corporate & Institutional divisions to identify suitable customers and then to manage the relationships with those customers.

This position assists our customers with managing and executing solutions that assist them with their investment needs. This role requires a high level of direct client contact and deal execution.

Professional customer interactions, efficient workflow management, attention to detail and the ability to work within a team are the key attributes of this role.

Being based in the Markets dealing room, the ability to work in a fluid and time sensitive workflow environment is essential.


Key Responsibilities include:

  • Deliver financial (teambased) and other customerrelated targets
  • Manage the daytoday relationship (outbound and inbound calls, daytoday relationship management, outbound call activity).
  • Identifying ancillary business opportunities with existing customers and prospects in collaboration with senior dealers.
  • Manage key NAB systems and processes endtoend, optimize capacity and efficiency, and increase productivity.
  • Provide timely and competitive pricing, product knowledge, and the right solutions for individual customer needs.
  • Understand global and competitor trends, market conditions, and their impact on customers
  • Work closely with key internal stakeholders to develop and maintain good relationships
  • Maintain continuous education requirements and obtain relevant accreditation

To be successful in this role, you will have or obtain:

  • Bachelor of Commerce, Economics, Finance, Business or related discipline
  • Frontline experience in financial markets/investment management/investment market sales
  • Experience derivatives and fixed income products
  • AFMA accreditation, RG46, ADA level 1/2

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.

To learn more, visit the Benefits of Working at NAB page on our website.

Join NAB
unsolicited CVs from agencies will not be accepted.

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