Senior Private Client Manager

1 week ago

City of Melbourne, Australia National Australia Bank Full time

- Build and maintain strong relationships with high-net-worth individuals.
- Utilise your expertise as a multi-discipline banking professional and provide tailored solutions and strategies that focuses on client goals.
- Join a team that’s highly engaged, and client obsessed.

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 Senior Private Client Manager, you will join the Private Wealth team that’s doubling down making a tangible difference to clients while keeping it simple.

Each day, you’ll go above and beyond 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.

We’re looking for the brightest to deliver the best for our clients. You’ll need:

- 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 though).

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 the NAB careers site. 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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