Private Client Director

Private Client Director - Sydney

Job number: 804095

Primary position location: NSW- Sydney CBD

Category: Private Banking

Work type: Permanent Full time

Closing at: Oct :55 AEDT

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• Influence the culture within NAB Private Wealth through thoughtful leadership, strategic nous and being client centric.
• Drive the strategic vision of NAB Private Wealth by building strong relationships with ultra-high-net-worth individuals and families.
• Utilise your expertise as a multi-discipline banking professional.

In this Private Client Director role.

The Private Client Director (PCD) role is effectively the face of NAB Private Wealth. This pivotal role will have strong business development and relationship management responsibilities, professionally representing the business in direct client interactions as well as in associated business, community, and social networks.

As a Private Client Director you will be responsible for proactively developing and building a portfolio of valued private client relationships. This includes originating new business to build a bespoke portfolio and driving growth of the business across multiple facets, with a focus on Ultra High Net Worth individuals and Family Offices.

Client satisfaction is paramount, leading to consistent advocacy for our services.

Responsibilities include but not limited to

• Grow, develop, and manage a portfolio of ultra-high net worth, complex clients.
• Identify new business and referral opportunities and establish, develop, and utilise networks of internal and external contacts.
• Use experience and knowledge to identify opportunities to help clients preserve and grow and transition their wealth.
• Prepare and submit for approval consumer and business lending proposals outside own authorities with full justification for recommendations, including analysing industry and business information.
• Collaborate with internal specialists and key stakeholders to best serve your clients.
• Identify clients' goals and aspirations through quality conversations and face to face meetings.

What you will bring

• Previous banking experience dealing with High-Net-Worth, and Ultra High-Net Worth clients, and their families.
• Previous experience within Private Banking, Business Banking, Markets and/or Investment banking.
• Strong lending skills to deal with complex credit submissions for both consumer and commercial finance and knowledge of investment products.
• Proven experience with business development/acquisition of new clients.
• Sound understanding of banking products and services and their regulatory framework.
• Strong preference for those who are RG146 compliant, but not a requirement.

We're NAB Private Wealth

NAB Private Wealth is a dedicated world-class private bank offering, combining the expertise of JB Were, NAB Private and business banking at NAB. NAB Private Wealth 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.

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 To discuss adjustment requirements, please contact the NAB Careers team, via (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.