SENIOR PRIVATE CLIENT MANAGER – Brisbane CBD 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.
• Build and maintain strong relationships with high-net-worth individuals.
• Utilise your expertise as a multi-discipline banking professional and provide tailored solutions and strategies that focuses on client goals.
• Join a team that's highly engaged, and customer obsessed.
In this Private Client Manager role, you will • Develop and manage a portfolio of key 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.
• Implement initiatives to develop client growth.
• Personally sanction lending within own Delegated Lending authorities.
• Implement annual business plans for the client portfolio allocated.
What you'll bring • Previous experience within Private banking, Business banking, Asset Management, Markets, Small Business, Retail, Direct, and/or Investment banking.
• Extensive banking experience, particularly in relation to complex credit/lending/investments
• Proven experience with business development/acquisition of new clients.
• Sound understanding of banking products and services.
• Previous banking experience dealing with High-Net-Worth clients (preferable not essential, definite desire to step into this space though!
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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.
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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