Private Client Director
11 hours ago
Influence the culture within Private through thoughtful leadership, strategic nous and being client centric.
Build and maintain strong relationships with high-net-worth and ultra-high-net individuals.
Utilise your expertise as a multi-discipline banking professional.
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 Private Client Director, you will join NAB's Private Wealth team that's doubling down making a tangible difference to clients while keeping it simple.
As a Private Client Director you will be responsible for the proactive management of some of our most valuable Private Client relationships.
This includes managing a portfolio and driving growth of the business across multiple client portfolios through existing client relationships and acquisition of new customers.
Each day, you'll go above and beyond to: Manage and develop a portfolio of high and ultra-high value complex clients.
Identify new business and referral opportunities and establish, develop, and utilise networks of internal and external contacts.
Use experience and knowledge to help clients preserve and grow their wealth.
Personally sanction lending within own Delegated Lending authorities.
Prepare and submit for approval consumer and business lending proposals outside own authorities with full justification for recommendations, including obtaining and analysing industry and business information.
Collaborate with internal specialists to best serve your clients.
Identify clients' goals and aspirations through quality conversations and face to face meetings.
We're looking for the brightest to deliver the best for our customers.
You'll need: Previous banking experience dealing with High-Net-Worth clients, and Ultra High-Net-Worth clients.
Previous experience within Private banking, Business banking, Asset Management, Markets and/or Investment banking, particularly in relation to complex credit/lending/investments.
Proven experience with business development/acquisition of new clients.
Sound understanding of banking products and services and demonstrated evidence of execution and delivery.
Ability to multitask and deliver in a fast paced, ever evolving environment.
Tertiary qualification highly regarded.
Tier 1 RG146 accredited (preferred).
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.
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