Private Client Manager
Private Client Manager
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Job Description
Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.
- Join a high performing team with a strong market presence in wealth and advisory.
- Deliver tailored lending and financial solutions across a diverse client portfolio.
- Be rewarded and recognised for the value you bring.
In the role of Private Client Manager you will join the Private Wealth team thats doubling down on customer obsession and winning together.
Each day youll go above and beyond to:
- Manage a portfolio of high net worth clients across a range of industries.
- Identify and develop new business and referral opportunities through strong internal and external networks.
- Assess and manage risk and lending proposals within your Delegated Lending Authority.
- Implement annual client portfolio business plans and initiatives to drive growth.
- Provide tailored holistic advice across lending deposits and wealth management.
Were looking for the best and brightest to deliver the best for our customers. Youll need:
- Extensive financial services experience with a strong client relationship focus.
- Demonstrated success in lending and portfolio management for high value clients.
- Sound understanding of banking products and investment solutions.
- Strong interpersonal skills and commercial acumen.
- RG146 and relevant degree in business accounting finance or financial planning.
- Passion for financial markets and delivering exceptional service.
A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. Thats 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. We are committed to providing an environment where you can work your way.
For details on the recruitment process and accessibility please visit To discuss adjustment requirements please contact the NAB Careers team via (please reference job number) or visit our Careers page through the link above for other contact options.
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.
Required Experience:
Manager
Employment Type
Full Time
