• Drive the strategic vision of NAB Private Wealth by building strong relationships with high-net-worth individuals and families.
• Utilise your expertise as a multi-discipline banking professional.
• Join a high-performing and collaborative team.

Our people are client obsessed. They prioritise the needs and satisfaction of the client above all else. Our mindset fosters innovation and creates strong, lasting client relationships as we strive to be the most customer centric company in Australia and New Zealand.

In the role of Private Client Director, you will join Jason Khoury and the NAB Private Team who are doubling down on providing exceptional service and growing a portfolio of high net-worth clients.

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

• Proactively manage lending, deposits, and broader financial needs (including investments) for Private Clients.
• Build and maintain strong relationships with High-Net-Worth clients (>$4m footings).
• Identify new business and referral opportunities and establish, develop, and utilise networks of internal and external contacts.
• Use experience and knowledge to identify opportunities to help clients preserve and grow and transition their wealth.
• Prepare and submit for approval consumer and business lending proposals outside own authorities with full justification for recommendations, including analysing industry and business information.

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

• Demonstrated banking experience dealing with High-Net-Worth, and Ultra High-Net Worth clients, and their families.
• Previous experience within Private Banking, Business Banking, Markets and/or Investment banking.
• Strong lending skills to deal with complex credit submissions for both consumer and commercial finance and knowledge of investment products.
• Proven experience with business development/acquisition of new clients.
• Sound understanding of banking products and services and their regulatory framework.
• Deep understanding of financial markets and investment products (RG146 accreditation 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. We are committed to providing an environment where you can work your way.

For details on the recruitment process, and accessibility, or alternate methods to apply for this role, 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.

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