Private Client Manager

2 days 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.

  • Bespoke Private Client Case Manager

    2 weeks ago

    Melbourne, Australia Prestige Inhome Care Full time

    Deliver bespoke client care to premium clients - Small case load | Competitive Salary | Car Allowance - Bayside, Melbourne East, Mornington Peninsula **Do you consider yourself to be the very best in your field?** If you are an experienced, personable, and confident case manager looking to join a passionate, driven, and enthusiastic team, we'd love to hear...

  • Private Client Advisor

    2 weeks ago

    Melbourne, Australia Jivaro Full time

    Generous salary, commission, incentives employee discounts and milestone gifts. - Endless career opportunities. - Flexible roster. We are seeking a dynamic and experienced individual to join our client's exclusive team. As a trusted advisor, you will cultivate and manage relationships with high-net-worth individuals, providing them with tailored solutions...

  • Senior Private Client Manager

    2 weeks 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...

  • Intermediate Consultant

    3 days ago

    Melbourne, Australia SW Accountants & Advisors Full time

    SW Accountants & Advisors (SW) is a leading advisory and accounting firm with an 85-year history in Australia. We operate in Melbourne, Sydney, Brisbane, and Perth, with over 300 people and 39 Partners nationally. SW provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management solutions. Taking the lead,...

  • Private Banker

    2 weeks 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 Banker

    3 days ago

    Melbourne, Australia Westpac Group Full time

    Be the key relationship point for providing an exceptional client experience - Deliver holistic banking, wealth, and service propositions - CBD based, with working flexibility **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...

  • Private Wealth

    2 days ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private wealth teams. These Relationship Managers liaise with very wealthy clients, to provide them with a range of multi-asset-class products and offer a broad private wealth and private banking service. The role...

  • Manager - Private Tax - Melbourne

    3 days ago

    Melbourne, Victoria, Australia Deloitte Services Pty Ltd Full time $120,000 - $180,000 per year

    Job Requisition ID: 38912 Unique opportunity to join the Private Tax team in Melbourne as a Tax Manager.World-class learning and leadership programs – to continually drive your careerSupportive partner group and collaborative team environmentFlexible work arrangements – work in a way that suits you best Deloitte's Private Tax Team offers you a...

  • Director of Client Relationships

    2 weeks ago

    Melbourne, Victoria, Australia Private Advertiser Full time $120,000 - $180,000 per year

    Opportunity to Grow & Nurture an Established Client BaseWe are a Melbourne-based investment firm is seeking an experienced professional to retain and grow our existing client base. This role presents an opportunity to be in a leadership position in a small, scalable investment firm.You will liaise with existing clients, respond to inbound new business...

  • Private Bank Analyst

    3 days ago

    Melbourne, Australia Commonwealth Bank Full time

    **Commonwealth Private**strives to provide outstanding personal service and trusted advice to high net worth and ultra-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 and...