Work type: Permanent Full time Region: NSW- Sydney CBD
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
A career that gives you more!
As a Senior Private Client Manager in the Ultra High Net Worth team 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 Ultra High Net Worth clients, preferred but not essential
Previous experience within Private banking, Corporate banking, Business 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 and 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.
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.
Build your career with NAB
At NAB, we encourage our colleagues to invest in their skills, experiences and careers. To put your best application forward, we recommend firstly reviewing the job advertisement and the Role Purpose Statement (also known as the position description – this is linked to the job advert). This will give you a clear idea of what the role entails. If the opportunity excites you and aligns with your career aspirations, you should seek your People Leader's endorsement and apply.
Looking for career advice? We're excited about your interest in this opportunity! For personalised career advice and to discuss your growth within NAB, please speak with your People Leader. They know your journey best and can offer the most relevant support and guidance.
We wish you the best of luck with your application! Application updates will be shared with you from PageUp (our recruitment system).
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