• Be part of a collaborative & high performing relationship-driven culture 
• Assist in developing strategic investment and risk management relationships and identify and close client opportunities
• Location: 395 Bourke Street, Melbourne

About the Role

We’re looking for an experienced Associate Director – Investment Specialist to join our Private Investments South team. In this role, you’ll support our Business & Private Bankers and ultimately our Wholesale Investor Clients in accessing NAB’s investment and risk management products and services. You’ll maintain strong client relationships, identify new opportunities, and help maximise returns—all while ensuring alignment with NAB’s corporate principles and stakeholder expectations.

What You’ll Do

• Drive Growth: Assist in developing strategic relationship plans and identify opportunities to win business from competitors.
• Client Engagement: Build and maintain strong relationships with business, private bank, corporate and institutional clients, providing financial solutions.
• Industry Expertise: Develop deep industry and financial markets knowledge to advise clients effectively.
• Team Leadership: Collaborate with and support team members and bankers, contributing to a rewarding and enjoyable work environment.
• Risk & Compliance: Ensure adherence to NAB’s Code of Conduct, compliance obligations, and information security standards.

Key Responsibilities

• Support senior management with portfolio performance, cost control, and return targets.
• Maximise product penetration across client portfolios.
• Oversee client contact, service levels, and transaction execution.
• Provide technical advice on fixed income, foreign exchange, listed and unlisted securities, equity derivatives and deal structuring.
• Contribute to team development and professional growth.

What We’re Looking For

• Experience: Background in a major financial institution or investment bank, ideally in markets or a client facing sales position.
• Technical Skills: Strong understanding of financial markets, equity and debt products, derivatives and structuring.
• Qualifications: Degree in commerce, banking & finance or similar. MBA highly regarded.
• Capabilities: Advanced selling skills, financial modelling expertise, and ability to deliver strategic solutions.
• Language Capabilities: Mandarin-speaking applicants highly preferred.

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.