Nab | Private Client Director | Sydney

vor 1 Woche

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 2 Wochen

    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,...

  • Senior Private Client Manager

    vor 1 Monat

    Sydney, Österreich Nab - National Australia Bank Vollzeit

    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...

  • Head Of

    vor 4 Wochen

    Sydney, Österreich Nab Vollzeit

    DescriptionWork type: Permanent Full timeRegion: NSW- Sydney CBD, VIC- Melbourne CBDIn this Head of Simplification Diagnostics and Solutions role, you will: Develop and execute the strategic vision for the simplification diagnostic function across the organisationConduct thorough diagnostics to understand the current operating environment and identify...

  • Head Of

    vor 4 Wochen

    Sydney, Österreich Nab Vollzeit

    Description Work type: Permanent Full timeRegion: NSW- Sydney CBD, VIC- Melbourne CBDIn this Head of Simplification Diagnostics and Solutions role, you will: Develop and execute the strategic vision for the simplification diagnostic function across the organisation Conduct thorough diagnostics to understand the current operating environment and identify...

  • Senior Private Client Manager

    vor 1 Monat

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Work type: Permanent Full timeRegion: NSW- Sydney CBDExciting 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...

  • Head Of

    vor 4 Wochen

    Sydney, Österreich Nab Vollzeit

    DescriptionWork type: Permanent Full timeRegion: NSW- Sydney CBD, VIC- Melbourne CBDIn this Head of Simplification Diagnostics and Solutions role, you will:Develop and execute the strategic vision for the simplification diagnostic function across the organisationConduct thorough diagnostics to understand the current operating environment and identify...

  • Director, Deposit Segments

    vor 2 Wochen

    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...

  • Associate Director

    vor 1 Monat

    Sydney, Österreich Nab - National Australia Bank Vollzeit

    Work type: Permanent Full time Region: Hybrid: Work from any Capital City in Australia, NSW- Sydney CBD, VIC- Melbourne CBD As an Associate Director within our Finance, Change and Enablement division, you will support the Corporate and Institutional Banking Head of Finance Enablement & Change in executing against their key priorities to develop customer...

  • Nab | Consultant Performance Coach | Sydney

    Vor 4 Tagen

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Region: VIC- Melbourne CBD, VIC- Melbourne inner, NSW- Sydney CBDIn this Consultant, Performance Coach role you will: Deliver local on the ground upskilling, onboarding and support of new lenders to exceed performance objectives through targeted upskilling.Provide on demand coaching support to new to bank and experienced lenders who require support with...

  • Senior Business Banking Manager

    Vor 5 Tagen

    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...

  • Senior Associate

    vor 4 Wochen

    Sydney, Österreich Nab Vollzeit

    Senior Associate - DSE High Growth Emerging Corporate SydneyFull timeDue to growth and promotion we have a new full-time opportunityOutstanding opportunity to progress your career within Deal Structuring & Execution team within Complex Lending SolutionsUse your expertise in credit and lending to drive positive outcomes for our customersIn this role, a...

  • Head Of

    vor 4 Wochen

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Description Work type: Permanent Full timeRegion: NSW- Sydney CBD, VIC- Melbourne CBDIn this Head of Simplification Diagnostics and Solutions role, you will:Develop and execute the strategic vision for the simplification diagnostic function across the organisationConduct thorough diagnostics to understand the current operating environment and identify...

  • Personal Assistant

    vor 1 Monat

    Sydney, Österreich NAB Vollzeit

    This is a Personal Assistant 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 🧐🧐**In this Personal Assistant role, you will:** - Oversee diary and email management as well as manage the...

  • Head Of

    vor 3 Wochen

    Sydney, Österreich Nab Vollzeit

    Develop and execute strategic vision for simplification diagnostic function. Conduct thorough diagnostics to understand current operating environment and identify complexity drivers. Design and implement innovative solutions to simplify and streamline channels/products/processes. Lead change management efforts to ensure successful adoption of simplification...

  • Head Of

    vor 3 Wochen

    Sydney, Österreich Nab Vollzeit

    Develop and execute strategic vision for simplification diagnostic function.Conduct thorough diagnostics to understand current operating environment and identify complexity drivers.Design and implement innovative solutions to simplify and streamline channels/products/processes.Lead change management efforts to ensure successful adoption of simplification...

  • Buscojobs | Wavemaker | Client Director Sydney, Sydney | Sydney

    vor 3 Wochen

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Wavemaker | Client Director Sydney, Sydney Groupm Pakistan Client Director At Wavemaker, we believe there always is a better way to grow.By Positively Provoking Growth for our clients, our people and our partners, we shape decisions and experiences through media, content and technology.We are part of GroupM and WPP; the largest media buying alliance and...

  • Nab | Consultant Performance Coach

    vor 7 Stunden

    Sydney, Österreich Tideri Jobbörse Vollzeit

    Region: VIC- Melbourne CBD, VIC- Melbourne inner, NSW- Sydney CBDIn this Consultant, Performance Coach role you will: Deliver local on the ground upskilling, onboarding and support of new lenders to exceed performance objectives through targeted upskilling Provide on demand coaching support to new to bank and experienced lenders who require support with...

  • Everyday Banking Specialist

    Vor 5 Tagen

    Sydney, Österreich NAB Vollzeit

    This is a Everyday Banking Specialist 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 🧐🧐**In this role, you will** - Focus on further share of wallet through understanding customer needs...

  • Consultant Performance Coach

    Vor 4 Tagen

    Sydney, Österreich NAB Vollzeit

    Region: VIC- Melbourne CBD, VIC- Melbourne inner, NSW- Sydney CBDIn this Consultant, Performance Coach role you will: Deliver local on the ground upskilling, onboarding and support of new lenders to exceed performance objectives through targeted upskillingProvide on demand coaching support to new to bank and experienced lenders who require support with...

  • Consultant Colleague Engagement

    vor 1 Monat

    Sydney, Österreich NAB Vollzeit

    Work type: Permanent Full time Region: NSW- Sydney CBD, VIC- Melbourne CBD We've got excellent leaders providing strong perspectives on why we're here. Everyone is given the opportunity to learn, grow and achieve. Recognised as a top #2 employer on the 2024 LinkedIn Top Companies list to grow your career. In this Consultant role, you will: Be the primary...