Private Client Manager

4 days ago

Melbourne City Centre, Australia NAB Full time

Private Client Manager
- Job number: 801142
- Primary position location: VIC- Melbourne CBD
- Category: Banking & Financial Services
- Category: Business Banking
- Category: Private Banking
- Work type: Permanent Full time
- Closing at: Jun 13 2025 - 23:55 AEST

**Favourite**

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.
- Join a high performing team with a strong market presence in wealth and advisory.
- Deliver tailored lending and financial solutions across a diverse client portfolio.
- Be rewarded and recognised for the value you bring.

In the role of **_Private Client Manager_**_⁠ _**you will join the**_ Private Wealth team_** that’s doubling down on **_customer obsession and winning together._**

**Each day, you’ll go above and beyond to**:

- Manage a portfolio of high net worth clients across a range of industries.
- Identify and develop new business and referral opportunities through strong internal and external networks.
- Assess and manage risk and lending proposals within your Delegated Lending Authority.
- Implement annual client portfolio business plans and initiatives to drive growth.
- Provide tailored holistic advice across lending, deposits and wealth management.

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

- Extensive financial services experience with a strong client relationship focus.
- Demonstrated success in lending and portfolio management for high value clients.
- Sound understanding of banking products and investment solutions.
- Strong interpersonal skills and commercial acumen.
- RG146 and relevant degree in business accounting, finance or financial planning.
- Passion for financial markets and delivering exceptional service.

**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.

**Join NAB

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