Senior Private Client Manager

3 weeks ago

Melbourne, Victoria, Australia NAB Full time
Overview

Senior Private Client Manager - Melbourne CBD at NAB

Join NAB to apply for the Senior Private Client Manager - Melbourne CBD role. Our Private Wealth team focuses on delivering simple, tangible difference to clients with a client-obsessed mindset.

Responsibilities
  • 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.
Qualifications
  • Previous experience within Private banking, Business banking, Asset Management, Markets, Small Business, Retail, Direct, and/or Investment banking.
  • Extensive banking experience, particularly in relation to complex credit/lending/investments.
  • Proven experience with business development/acquisition of new clients.
  • Sound understanding of banking products and services.
  • Previous banking experience dealing with High-Net-Worth clients (preferable not essential, definite desire to step into this space).
We're looking for

We're looking for the brightest to deliver the best for our clients. You'll need to be client obsessed, collaborative, and results-driven, with a track record in private client or related banking spaces.

Inclusion and Environment

A diverse and inclusive workplace works better for everyone. NAB promotes equity and respect and provides an environment where you can work your way.

What we offer

We're committed to fostering an inclusive environment and supporting employee growth through ERGs and flexible opportunities.

Application process

Join NAB. Candidate screening and interviews may be conducted prior to the closing date. Unsolicited CVs from agencies will not be accepted.

Role details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industries: Banking

Locations mentioned: Melbourne, Victoria, Australia.

Referrals increase your chances of interviewing at NAB by 2x.


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