Portfolio Consultant

vor 4 Wochen

City of Melbourne, Österreich NAB Vollzeit

Portfolio Consultant - Term Deposits & Savings at NAB 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 Portfolio Consultant you will join the Term Deposits & Savings Portfolio team within the Business and Private Bank Division that’s doubling down on customer obsession and winning together. You will be responsible for recommending improvements in product performance and identifying business opportunities to improve digital banking experience, customer satisfaction, and uplift business performance. An analytical and commercial mindset, attention to detail, and the ability to engage with a broad range of both technical and non‑technical stakeholders will ensure success in this role. Key responsibilities Showcase your deep understanding of portfolio management, the deposits portfolio, and its associated levers. Shape the product strategy across Business & Private Bank Term Deposits and Savings. Maintain and improve reporting and insights that feed into key forums across the business. Develop rich insights, recommendations, and initiatives to shape the portfolio in line with client, business, treasury and enterprise outcomes/appetite. Deliver key insights on industry and competitor landscape using internal and external data sources to help drive decision making and change. Manage end‑to‑end projects with a key focus on improving product performance, customer experience and digital banking. Desired qualifications Solid experience in Management Consulting, Portfolio Management, Strategy roles. Experience writing strategy papers, reports, and presentations to support executive decision‑making. Understanding of Deposits products. Strong ability to translate data insights into practical business recommendations. Ability to effectively communicate to all stakeholders (technical and non‑technical). Tertiary qualification in Business/Finance. Our culture A diverse and inclusive workplace works better for everyone. We build 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. 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

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