Senior Private Client Manager, Sydney NSW

Last updated 8 days ago
Job Type:Full Time

  • Exciting role in delivering on our new strategic direction for NAB Private
  • Utilise your expertise as a multi-discipline banking professional
  • Supporting the creation, protection & transfer of wealth
  • Support our Ultra High Networth customers

A career that gives you more!

As a Senior 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 Ultra 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
  • Use experience and knowledge to help clients preserve and grow their wealth (e.g. GID, CRE, JBWere)
  • 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

What we’re looking for in our future talent:

  • Previous banking experience dealing with High Net-worth Clients & Ultra High Net-worth (preferred)
  • Previous experience within Private Banking, Corporate banking, Asset Management, Markets and/or Investment banking.
  • Extensive banking experience, particularly in relation to complex lending/investments
  • Previous experience with business development/acquisition of new customers
  • 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 or UHNW client market

Preferred candidates will display a good understanding of financial markets and investments evidenced by one or more recognised accreditations (ARMA, RG146, Kaplan).

We’re NAB Private:

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

Join us!

With more than 35,000 people serving 10 million customers in Australia and around the world we are proud to have dedicated $70 billion to help address climate change, be recognised as a Gold employer for LGBTI Inclusion by AWEI , endorsed as an employer for Women by Work180 , have an African Australian Inclusion Program. We offer access to a wide range of employee benefits, from education and volunteer leave to learning benefits and banking discounts. For more information please visit us here: Working at NAB

Next steps:

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status. Please note candidate screening and interviews may commence prior to the closing date.

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.