Private Client Manager

1 week ago

Sydney, New South Wales, Australia NAB Full time
We're leveraging our size to do positive things for clients

You'll join a high-performing business, backing talented individuals

Be rewarded and recognised for the value you bring

Our people are client obsessed.
They prioritise the needs and satisfaction of the client above all else.
Our mindset fosters innovation and creates strong, lasting client relationships as we strive to be the most customer centric company in Australia and New Zealand.
In the role of Private Client Manager, you will join NAB's Private Wealth team that's doubling down making a tangible difference to customers while keeping it simple.
Each day, you'll go above and beyond to:

Develop and manage a portfolio of key High Net Worth clients, mainly specialising in professional services partners across Tier 1 firms.

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.

We're looking for the brightest to deliver the best for our customers.
You'll need:

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 Hight Net Worth client market.

Experience in adding true value and service.

Outstanding interpersonal skills.

Wealth / Investment / Financial Planning experience desirable but not essential.

A diverse and inclusive workplace works better for everyone
We know that our people make us who we are.
That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves.
In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues' unique backgrounds and identities are understood, respected and celebrated.
We are committed to providing an environment where you can work your way.
For details on the recruitment process, and accessibility, please visit https://www.nab.com.au/about-us/careers/apply-for-job.
To discuss adjustment requirements, please contact the NAB Careers team, via ***********@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.
Join NAB
If you think this role is the right fit for you, we would love to hear from you.
Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
Unsolicited CVs from agencies will not be accepted.

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