31 Jul
|
NAB
|
New South Wales
31 Jul
NAB
New South Wales
- Influence the culture within NAB Private Wealth through thoughtful leadership, strategic thinking and customer centricity.
- Drive the strategic vision of NAB Private Wealth by developing strong relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Leverage your banking expertise to provide sophisticated, tailored solutions that help clients achieve their financial goals.
Our people are customer obsessed. They work in close partnership to prioritise customer needs and deliver exceptional outcomes. This team-oriented mindset enables innovation and builds enduring customer relationships supporting our ambition to be the most customer‑centric company in Australia and New Zealand.
This Private Client Director role is effectively the face of NAB Private Wealth. The 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.
Reporting to the Private Client Executive, you will be responsible for establishing and growing a portfolio of valued private clients, creating opportunities from the ground up and driving sustainable growth through both client acquisition and relationship expansion.
You’ll make an impact each day by:
- Build, develop, and manage a portfolio of high-value and ultra-high-value clients with complex financial needs.
- 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.
- Identify customers’ goals and aspirations through quality conversations and face to face meetings.
You’ll bring to this role:
- Extensive experience managing High-Net-Worth and Ultra-High-Net-Worth client relationships.
- A strong background in Private banking, Business Banking, Asset Management, Markets and/or Investment banking.
- Deep expertise in complex lending, credit, investments, and broader wealth management solutions.
- Proven experience with business development/acquisition of new clients, alongside excellent stakeholder and communication skills.
- Sound understanding of banking products and services.
A diverse and inclusive workplace works better for everyone
We know that when our colleagues feel valued and celebrated for who they are, our customers experience banking that’s fairer, more accessible, and designed with who they are in mind. That’s why we’ve built a culture of inclusion and respect, where colleague voices are heard and valued, and everyone is supported to bring their authentic selves to work.
Join NAB
At NAB,we’recommitted to supporting our colleagues with a comprehensive range of benefits designed to help you thrive both professionally and personally, including enhanced leave options, wellbeing support, access to NAB Perks, and ongoing career development opportunities.
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📌 Private Client Director - Sydney, NSW (New South Wales)
🏢 NAB
📍 New South Wales