Private Client Director-UHNW

Job Description

Private Client Director-UHNW Job number: 798070 Primary position location: NSW- Sydney CBD Category: Banking & Financial Services, Business Banking, Business Development Work type: Permanent Full time Closing at: Jan 31 2025 at 23:55 AEDT Key Responsibilities: Influence the culture within NAB Private Wealth through thoughtful leadership, strategic nous and being client centric. Drive the strategic vision of NAB Private Wealth by building strong relationships with ultra-high-net-worth individuals and families. Utilise your expertise as a multi-discipline banking professional. The Private Client Director (PCD) role is effectively the face of NAB Private Wealth. This pivotal role will have strong business development and relationship management responsibilities, professionally representing the business in direct client interactions as well as in associated business, community, and social networks. As a Private Client Director you will be responsible for proactively developing and building a portfolio of valued private client relationships. This includes originating new business to build a bespoke portfolio and driving growth of the business across multiple facets, with a focus on Ultra High Net Worth individuals and Family Offices. Client satisfaction is paramount, leading to consistent advocacy for our services. Responsibilities include but are not limited to: Grow, develop, and manage a portfolio of ultra-high net worth, complex customers. 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 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. Collaborate with internal specialists to best serve your customers. Identify customers’ goals and aspirations through quality conversations and face-to-face meetings. What you will bring: Previous banking experience dealing with High-Net-Worth, and Ultra High-Net Worth clients, and their families. Previous experience within Private Banking, Business Banking, Asset Management, 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. Strong preference for those who are RG146 compliant, but not a requirement. We’re NAB Private Wealth: NAB Private Wealth is a dedicated world-class private bank offering, combining the expertise of JB Were, NAB Private and business banking at NAB. NAB Private Wealth is dedicated to the needs of an exclusive group of clients and their families whose complex financial situations require a specialist approach. We partner with clients along every stage of their financial journey, assisting them to understand, create, protect and transfer their wealth. 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. 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. We wish you the best of luck with your application! Application updates will be shared with you from PageUp (our recruitment system). We recommend you filter our current opportunities to your preferred location before applying. #J-18808-Ljbffr