Senior Private Client Manager - Sydney
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Job number: 796110
Business unit: Business and Private
Primary position location: 2 Carrington St, Sydney, NSW
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. 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.
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.
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. Additionally, please visit CareerU or Careers at NAB for useful tips and tools. Our Talent Acquisition Consultants are dedicated to the hiring process and will not have the full picture of your career path.
We wish you the best of luck with your application! Application updates will be shared with you from PageUp (our recruitment system). We recommend you filter our current opportunities to your preferred location before applying. If you require any adjustments to the recruitment process or the role, please let the Talent Acquisition Consultant know.
Advertised: AUS Eastern Daylight Time
Closing: AUS Eastern Daylight Time
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