EOI nabtrade

Overview

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

NAB Private Wealth offers an opportunity to leverage your relationship management skills in delivering bespoke equity market solutions for nabtrade’s High Net Wealth clients.

In this role, you will proactively identify opportunities to enhance client value by developing customised strategies that align with individual investment objectives. Collaborating with dedicated teams, including product specialists, risk professionals, and operations staff, you will contribute to a seamless client experience and drive excellence in equities, trading, and margin lending. Your effective communication and teamwork will support a culture of high performance and innovation.

This role offers ongoing training, mentorship, and experience with advanced financial strategies. If you’re committed to growth and excellent client service, you’ll help strengthen relationships with High Net Wealth clients and contribute to nabtrade’s future success.

Responsibilities

- Proactively identify opportunities to enhance client value by developing customised strategies that align with individual investment objectives.
- Collaborate with dedicated teams, including product specialists, risk professionals, and operations staff, to contribute to a seamless client experience and drive excellence in equities, trading, and margin lending.
- Communicate effectively and work as part of a team to support a culture of high performance and innovation.
- Engage in ongoing training and mentorship to develop expertise in advanced financial strategies.

Inclusive workplace

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.

How to apply

For details on the recruitment process, and accessibility, or alternate methods to apply for this role, please visit nab.com.au/about-us/careers/apply-for-job.

To discuss adjustment requirements, please contact the NAB Careers team via nab.careers@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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