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Private Client Manager

Private Client Manager (Brisbane, 12-month fixed term contract)

Build excellent relationships by understanding servicing and growing customer needs. Client satisfaction is paramount leading to consistent advocacy for our services. Confidentiality is to be always respected.

The role requires an absolute passion and genuine interest in assisting and being relevant in the lives of our clients.

 - We’re leveraging our size to do positive things for customers

 - You’ll join a high-performing business, backing talented individuals

 - Be rewarded and recognised for the value you bring

In this Private Client Manager role, you will..

  • Develop and manage a portfolio of key High Net Worth clients, mainly specialising in professional services partners across Tier 1 firms. 

  • Identify new business and referral opportunities and establish, develop, and utilise networks of internal and external contacts. 

  • Assess economic value and risk potential of new business. 

  • Implement initiatives to develop client growth. 

  • Personally sanction lending within own Delegated Lending authorities. 

  • Implement annual business plans for the client portfolio allocated. 

What you’ll bring..

  • Strong credit and lending practices, across residential, commercial, and equity-based asset classes. 

  • Sound understanding of banking products and services. 

  • Proven client service record within a HNW client market. 

  • Experience in adding true value and service. 

  • Outstanding interpersonal skills. 

  • Wealth / Investment / Financial Planning experience desirable but not essential 

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: E. Australia Standard Time

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