Private Client Director
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Job number: 797271
Business unit: Business and Private
Primary position location: 2 Carrington St, Sydney, NSW
Work type: Permanent Full time
Region: NSW- Sydney inner
Private Client Director, Sydney
- Influence the culture within NAB Private Wealth through thoughtful leadership, strategic nous and being client centric.
- Drive the strategic vision of NAB Private Wealth by building strong relationships with high-net-worth and ultra-high-net individuals.
- Utilise your expertise as a multi-discipline banking professional.
In this Private Client Director role.
This Private Client Director (PCD) role is effectively the face of NAB Private Wealth. The pivotal role will have strong business development and relationship management responsibilities, professionally representing the business in direct client interactions as well as in associated business, community, and social networks.
As a Private Client Director you will be responsible for proactively developing and building a portfolio of valued Private Client relationships. This includes creating a portfolio from the ground up and driving growth of the business across multiple client portfolios through existing client relationships and acquisition of new customers.
Client satisfaction is paramount, leading to consistent advocacy for our services.
Responsibilities include but not limited to
- Grow, develop, and manage a portfolio of high and ultra-high value complex customers.
- Identify new business and referral opportunities and establish, develop, and utilise networks of internal and external contacts.
- Use experience and knowledge to help clients preserve and grow their wealth.
- 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.
- Collaborate with internal specialists to best serve your customers.
- Identify customers’ goals and aspirations through quality conversations and face to face meetings.
What you will bring
- Previous banking experience dealing with High-Net-Worth clients, and Ultra High-Net-Worth clients.
- Previous experience within Private banking, Business banking, Asset Management, Markets 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.
We’re NAB Private Wealth
NAB Private Wealth is a dedicated world-class private bank offering, combining the expertise of JB Were, NAB Private and business banking at NAB. NAB Private Wealth 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. We are committed to providing an environment where you can work your way.
For details on the recruitment process, and accessibility, please visit www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team, via nab.careers@nab.com.au (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.
Advertised: AUS Eastern Daylight Time
Closing: AUS Eastern Daylight Time
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