This role will be responsible for fixed income sales and execution for Private Wealth clients. As the subject matter expert, you will provide expertise on trade ideas and ongoing support to Banking & Investment Specialists within NAB Private Wealth.

This role is integral to delivering best-in-class execution services to our private banking and wealth management clients. While the primary focus is on fixed income products, the successful candidate will also support multi-asset execution across equities, FX, equity derivatives, and end-to-end capital markets transactions.

• Excellent opportunity to drive trade execution flows and sales ideas to generate the best client outcomes.
• Provide market insights, trade ideas, and pricing to relationship managers and clients, and educate self-directed wealth sales teams.
• Join a great team of markets professionals within Private Wealth.

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 an Senior Associate, Fixed Income Sales & Execution you will join our Markets Group Team that’s doubling down on owning it.

Each day, you’ll go above and beyond to: 

• Drive accurate and timely execution of primarily OTC Fixed Income trades, with the ability to also execute and understand equities, FX, and structured products for Private Wealth clients as required.
• Execute trading and sales activities with precision, particularly for our self-directed investor base.
• Provide thought leadership and present insights on investor trends, trade flows, market movements (e.g. EOD note, overnight wrap), trade ideas, and opportunities.
• Maintain strong working relationships with market counterparties, internal relationship managers, and support teams.
• Assist with fixed income portfolio implementation while proactively managing risk.
• Enhance team efficiency by maintaining and developing tools, documentation, and procedures.
• Educate and support internal Private Wealth teams on fixed income markets and securities.
• Collaborate across internal and external stakeholders to deliver best execution, drive sales activity, and bring capital markets transactions and multi-asset flows to Private Wealth clients.
• Uphold compliance and risk management standards in all trading activities.

We’re looking for the best and brightest to deliver the best for our customers. You’ll need:  

• Proven experience working in markets ideally in wealth management or financial markets with fixed income experience. Multi-asset experience would be highly favourable.
• Familiarity with the private wealth investor base in execution and/or sales capacity would be highly regarded.
• Ability to act independently and make sound recommendations based on markets analysis.
• Strong relationship management and communication skills is essential.
• Excellent attention to detail and the ability to manage time well in a fast-paced environment.
• Strong communication and writing skills. Ability to breakdown and communicate technical/complex concepts to a broader audience.

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 https://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.