Private Client Manager

6 months ago

Melbourne, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Region**: 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**

Our vision is to be Australia's leading bank, trusted by customers for exceptional service. This vision is underpinned by putting customers at the heart of everything we do, becoming trusted partners in their businesses and their personal dreams and their day to day communities. We back the bold who move Australia forward, but first and foremost, we get the basics right to deliver what we promise, making it easy to deal with us.

**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

**Who we are**:
NAB Private is dedicated to the needs of an exclusive group of clients and their families whose complex financial situations require a specialist approach. We partner with clients along every stage of their financial journey, assisting them to understand, create, protect and transfer their wealth. Much more than just a bank, we're here to provide personalised service and specialised support to our clients with every aspect of their financial life, from wealth creation and protection, to insights and philanthropy.

**What’s next**:
If you think this role is the right fit for you, we invite you to apply. Let’s have a serious but informal chat about who you are and what drives you. We’d love to share our vision for the future of banking.

**We value and embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the communities that we serve and that our thinking, solutions, and products are the best they can be.

  • Private Client Advisor

    5 months ago

    Melbourne, Australia Tiffany & Co. Full time

    **About Tiffany & Co.** Since 1837, the masterpieces of Tiffany & Co. have defined style and celebrated the world’s great love stories. From our products to our people, we have a long and proud tradition of ensuring we have the highest standards of quality. These standards have made Tiffany & Co. one of the world’s most recognizable luxury brands with...

  • Private Client Solicitor

    4 weeks ago

    Melbourne, Victoria, Australia The Talent Crowd Full time

    Private Client Solicitor OpportunityWe are seeking a highly skilled Private Client Solicitor to join our successful team in Leeds City Centre. This is an exciting opportunity for an ambitious private client solicitor to join a fantastic firm and manage their own private client matters across wills, probate, lasting powers of attorney, estate administration,...

  • Account Manager

    3 months ago

    Melbourne, Australia Ensure Recruitment Full time

    Account Manager - Private Clients 13-8-24    Melbourne / PermanentOur client is offering a permanent role in the vibrant sector of Insurance Broking, offering you the chance to contribute to the growth and build-out of their Private Client group in Vic and other States. As part of the team, you will use your broking, high net worth,...

  • Solicitor Private Client Specialist

    5 days ago

    Melbourne, Victoria, Australia The Talent Crowd Full time

    Private Client Solicitor RoleWe are seeking a skilled Private Client Solicitor to join our successful team in Leeds City Centre.This is an exciting opportunity for an ambitious solicitor to manage their own private client matters across wills, probate, lasting powers of attorney, estate administration, and court of protection.As a Private Client Solicitor,...

  • Insurance Broker

    3 weeks ago

    Melbourne, Victoria, Australia Ensure Recruitment Full time

    Job Summary:Ensure Recruitment is seeking a skilled Insurance Broker to join our team in the vibrant sector of Insurance Broking. As a Commercial Lines Specialist, you will use your broking, high net worth, and client management skills to provide top-notch services to our valued clients.Key Responsibilities:Provide all aspects of broking services to high net...

  • Private Wealth Manager

    4 weeks ago

    Melbourne, Victoria, Australia Westpac Full time

    About the RoleWe are seeking a highly skilled and experienced Private Wealth Executive to join our team at Westpac. As a key member of our Private Wealth division, you will be responsible for driving new client growth and acquisition opportunities, partnering with Global Investment Services Directors to deliver investment solutions, and contributing to the...

  • Private Wealth Manager

    4 weeks ago

    Melbourne, Victoria, Australia Westpac Full time

    {"title": "Private Wealth Opportunity", "description": "Unlock New Opportunities in Private WealthAt Westpac, we're committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products, and services for our customers, employees, and community.We're seeking a Senior Private Wealth Specialist to develop and...

  • Private Wealth Manager

    4 weeks ago

    Melbourne, Victoria, Australia Westpac Full time

    {"title": "Private Wealth Opportunity", "description": "Unlock New Opportunities in Private WealthAt Westpac, we're committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products, and services for our customers, employees, and community.We're seeking a Senior Private Wealth Specialist to develop and...

  • Private Lending Manager

    5 months ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Private Lending Manager - Exciting new opportunity within Westpac Private Wealth - Melbourne CBD based, with working flexibility - High performing team culture **How will I help?** We are Australia's leading Private Bank and the trusted financial partner of a select group of high-net-worth individuals. Our clients have access to a comprehensive offering,...

  • Nurse Unit Manager

    3 weeks ago

    Melbourne, Victoria, Australia Western Private Hospital Full time

    About the RoleWe are seeking a passionate and suitably experienced individual for the role of Associate Nurse Unit Manager within our overnight ward on a permanent part-time basis on Night Duty including weekends – with the ability to rotate onto AM/PM shifts for 4 weeks of the year.The successful candidate will be working on the combined services Marion...

  • Private Lending Manager

    5 months ago

    Melbourne, Australia Westpac Group Full time

    Exciting new opportunity within Westpac Private Wealth - Melbourne CBD based, with working flexibility - High performing team culture **How will I help?** We are Australia’s leading Private Bank and the trusted financial partner of a select group of high-net-worth individuals. Our clients have access to a comprehensive offering, built around their goals,...

  • Private Lending Manager

    5 months ago

    Melbourne, Australia Westpac Full time

    Exciting new opportunity within Westpac Private Wealth - Melbourne CBD based, with working flexibility - High performing team culture **How will I help?** We are Australia’s leading Private Bank and the trusted financial partner of a select group of high-net-worth individuals. Our clients have access to a comprehensive offering, built around their goals,...

  • Tax Senior Manager

    4 weeks ago

    Melbourne, Victoria, Australia RSM Full time

    About RSMRSM is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. We have an exceptional team of people who are the key to our unrivaled, inclusive culture and talent experience, and our ability to be...

  • Tax Manager

    3 weeks ago

    Melbourne, Victoria, Australia Michael Page Full time

    About Our ClientOur client is a leading professional services firm with a strong presence in the Australian market. With over 50 years of experience, they offer a collaborative and dynamic work environment. Their state-of-the-art offices in Melbourne's CBD provide an ideal setting for professionals to thrive.Job DescriptionAs a Tax Manager, you will be...

  • Private Wealth Development Manager

    3 weeks ago

    Melbourne, Victoria, Australia Westpac Full time

    About the RoleWe are seeking a Senior Private Wealth Specialist to develop and grow a portfolio of high-net-worth Private Banking client relationships through the growth of existing and new-to-bank clients.The ideal candidate will have proven success in building deep client relationships in the HNW/UHNW sector as it pertains to Private Banking, Investment or...

  • Private Banker

    2 months ago

    Melbourne, Australia Commonwealth Bank of Australia Full time

    Private Banker **About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...

  • Private Tax Manager | Melbourne

    3 months ago

    Melbourne, Australia Deloitte Full time

    Job Requisition ID:  36034  Unique opportunity to join the Private Tax team in Australia  Deloitte Experience (DX) – flexible work arrangements – work in a way that suits you best  World-class learning and leadership programs – to continually drive your career Discounts & perks – a variety of employee discounts at over 100 leading...

  • Private Wealth Executive

    5 months ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Private Wealth Executive (Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...

  • Caregiver for Private Clients in Melbourne

    2 days ago

    Melbourne, Victoria, Australia Ontime Health Agency Pty Ltd Full time

    Are you a compassionate and experienced caregiver looking to balance your lifestyle with rewarding work? We have an urgent requirement for support workers to care for private clients in their own homes in Toorak and Malvern.At Ontime Healthcare, we understand the importance of achieving life balance. That's why we offer flexible rostering that suits your...

  • Private Tax Manager | Melbourne

    3 months ago

    Melbourne, Australia Deloitte Full time

    Job Requisition ID: 36034  Unique opportunity to join the Private Tax team in Australia  Deloitte Experience (DX) – flexible work arrangements – work in a way that suits you best  World-class learning and leadership programs – to continually drive your career Discounts & perks – a variety of employee discounts at over 100 leading...