Nab | Private Client Director | Sydney

vor 1 Monat

Sydney, Österreich Tideri Jobbörse Vollzeit

Add expected salary to your profile for insights
About the 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 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.
About 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.

Diversity and Inclusion 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.
We are committed to providing an environment where you can work your way.

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.

#J-18808-Ljbffr

  • Private Client Director

    vor 1 Monat

    Sydney, Österreich Nab Vollzeit

    Add expected salary to your profile for insightsAbout the RoleThis 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,...

  • Associate Director

    Vor 4 Tagen

    Sydney, Österreich Nab Vollzeit

    Associate Director - Corporate Health DSEJob number: 796471Primary position location: NSW- Sydney CBD, NSW, AustraliaCategory: Banking & Financial Services, Business Analysis, Business BankingWork type: Permanent Full timeOpening at: Jan 6 2025 at 06:00 AEDTClosing at: Jan 20 2025 at 23:55 AEDTAssociate Director, Corporate Health – Deal Structuring and...

  • Associate Director

    Vor 2 Tagen

    Sydney, Österreich Nab Vollzeit

    Associate Director - Corporate Health DSEJob number: 796471Primary position location: NSW- Sydney CBD, NSW, AustraliaCategory: Banking & Financial Services, Business Analysis, Business BankingWork type: Permanent Full timeOpening at: Jan 6 2025 at 06:00 AEDTClosing at: Jan 20 2025 at 23:55 AEDTAssociate Director, Corporate Health – Deal Structuring and...

  • Associate Director

    vor 1 Tag

    Sydney, Österreich Nab Vollzeit

    Associate Director - Corporate Health DSEAssociate Director, Corporate Health – Deal Structuring and Execution (DSE), based in Sydney CBDExcellent career opportunity within the Deal Structuring and Execution ('DSE') Specialised team supporting the Corporate Health sector!We are looking for high performing individual with strong people leadership...

  • Nab | Associate Director

    vor 1 Tag

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Associate Director - Corporate Health DSE Job number: 796471 Primary position location: NSW- Sydney CBD, NSW, Australia Category: Banking & Financial Services, Business Analysis, Business Banking Work type: Permanent Full time Opening at: Jan 6 2025 at 06:00 AEDT Closing at: Jan 20 2025 at 23:55 AEDT Associate Director, Corporate Health – Deal Structuring...

  • Director, Deposit Segments

    vor 1 Monat

    Sydney, Österreich Nab Vollzeit

    Director, Deposits Segments and Growth – Melbourne or Sydney based.We're leveraging our size to do positive things for customers. Showcase your market presence and industry expertise to drive the success of this portfolio. We win in the right way, which is always putting our customers first.As the Director Deposits Segments and Growth, you will have...

  • Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Commonwealth Bank Of Australia Vollzeit

    Director Private Bank - SydneyAbout usCommonwealth Privatestrives to provide outstanding personal service and trusted advice to high net worthand ultra-high net worthindividuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.We are backed...

  • Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Efinancialcareers Ltd. Vollzeit

    Director Private Bank - SydneyCommonwealth Bank of Australia Sydney, AustraliaAbout usCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals. Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...

  • Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Efinancialcareers Ltd. Vollzeit

    Director Private Bank - SydneyCommonwealth Bank of Australia Sydney, AustraliaAbout us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...

  • Efinancialcareers Ltd. | Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Director Private Bank - Sydney Commonwealth Bank of Australia Sydney, Australia About usCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...

  • Efinancialcareers Ltd. | Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Director Private Bank - SydneyCommonwealth Bank of AustraliaSydney, AustraliaAbout usCommonwealth Privatestrives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and...

  • Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Commonwealth Bank Of Australia Vollzeit

    Director Private Bank - SydneyAbout usCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals. Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.We are...

  • Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Commonwealth Bank Of Australia Vollzeit

    Director Private Bank - SydneyAbout us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.We are...

  • Senior Business Banking Manager

    vor 1 Monat

    Sydney, Österreich NAB Vollzeit

    This is a Senior Business Banking Manager role with one of the leading companies in AU right now 🔥 -- NAB -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the 🚀 takes off.More About the Role at NAB 🧐🧐Support our amazing Sydney Norwest/ Hills District team with large-scale and complex portfolio...

  • Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Efinancialcareers Ltd. Vollzeit

    Director Private BankCommonwealth Bank of Australia Sydney, AustraliaAbout usCommonwealth Private strives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5 million. Our breadth of experience allows us to offer clients a comprehensive range of solutions,...

  • Director Private Bank

    vor 4 Wochen

    Sydney, Österreich Efinancialcareers Ltd. Vollzeit

    Director Private BankCommonwealth Bank of Australia Sydney, AustraliaAbout us Commonwealth Private strives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5 million.Our breadth of experience allows us to offer clients a comprehensive range of solutions,...

  • Senior Consultant, Threat Intelligence

    Vor 2 Tagen

    Sydney, Österreich Nab Vollzeit

    Add expected salary to your profile for insightsSenior Consultant, Threat Intelligence RoleIn this role, you will: Understand and research threats targeting or may impact NAB Group and our customers and produce trustworthy, actionable, and timely intelligence products.Create world-class threat intelligence and collaborate with law enforcement, industry, and...

  • Seidl Und Partner Gesamtplanung Gmbh | Private Clients Director Or Partner, Top 30 Ca Firm, Sydney

    Vor 2 Tagen

    Sydney, Österreich Tideri Jobbörse Vollzeit

    My client is a leading top 30 CA firm, based in the Sydney.I am looking for a Private Clients Director or Partner.The person I am looking for will most likely be a Private Clients (business services) Director from a Big 4 or leading mid-tier CA firm, looking to step up to a partner position or a current partner looking to join another high-performing...

  • Senior Consultant, Threat Intelligence

    Vor 2 Tagen

    Sydney, Österreich Nab Vollzeit

    Add expected salary to your profile for insightsSenior Consultant, Threat Intelligence RoleIn this role, you will:Understand and research threats targeting or may impact NAB Group and our customers and produce trustworthy, actionable, and timely intelligence products.Create world-class threat intelligence and collaborate with law enforcement, industry, and...

  • Private Banking Director

    vor 3 Wochen

    Sydney, Österreich The Turner Group Recruitment Consultants Vollzeit

    Banking - Business (Banking & Financial Services)The Turner Group have partnered with a leading financial organisation who hold a privileged position across Australia and have a strong reputation for their excellence in delivering financial outcomes.Our client is a trusted partner of a select group of high-net-worth individuals, family offices and...