Director, Investment Specialist

• Work with a highly experienced and collaborative NAB Private Wealth team
• Leverage deep market expertise while delivering impact for clients from day one
• Partner with bankers and product specialists to shape investment opportunities and outcomes

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.

In the role of Director Investment Specialist you will join the NAB Private Wealth team where your expertise will play a critical role in supporting high-value clients with tailored investment solutions. Youll thrive in an environment where your market insight commercial acumen and ability to build trusted relationships delivers meaningful outcomes for both clients and the broader franchise.

Each day youll go above and beyond to:

• Build and manage a portfolio of high-value clients delivering revenue profitability and risk outcomes.
• Act as a trusted adviser (general advice) providing tailored investment solutions and risk management strategies aligned to client needs and market conditions.
• Originate and convert opportunities maintaining a strong and sustainable pipeline.
• Partner closely with bankers product and trading teams to deliver integrated client outcomes.
• Leverage market insight product expertise and client engagement to identify growth opportunities.
• Operate with strong risk discipline ensuring compliance with regulatory and internal frameworks.

Were looking for the best and brightest to deliver the best for our customers. Youll need:

• Significant experience (typically 10 -15years) in financial markets investments or wealth advisory.
• A strong track record of managing and growing senior client relationships.
• Deep technical expertise across investment products and market dynamics.
• Proven ability to originate structure and execute complex transactions.
• Strong commercial judgement and understanding of risk governance and regulatory frameworks.
• A growth mindset with the ability to collaborate and contribute to a high-performing team.
• Strong tertiary qualifications in Finance Economics Commerce or related discipline: postgraduate qualification (e.g. CFA MBA or equivalent) highly regarded.

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 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.

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