Senior Consultant Portfolio Strategy

NAB; Sydney; On-site; AUD 140,000 - 180,000; Full time

Job summary

NAB in Sydney is seeking a Senior Consultant, Portfolio Strategy to partner with the Portfolio Optimisation team and shape strategies that drive growth, profitability and better customer outcomes across consumer cards. You’ll translate customer, market and competitor insights into actionable recommendations.

You’ll collaborate across Product, Analytics, Marketing, Risk and Finance to embed growth opportunities while meeting risk and customer outcome requirements, presenting insights to senior

Qualifications

• Significant experience in portfolio management, cards, lending, banking, finance, consulting or commercial strategy.
• Demonstrated experience within a strategy function and managing portfolio performance or growth initiatives.
• Strong analytical and commercial acumen, with the ability to translate customer insights into action.
• Strong stakeholder management, influencing and senior-level presentation skills.
• A tertiary qualification in Business or another relevant discipline.

Responsibilities

• Developing segment-based portfolio strategies to optimise customer mix, balances, yield and returns.
• Analysing portfolio performance, customer behaviour, market trends and competitor activity to identify growth opportunities.
• Identifying opportunities to increase card usage, customer engagement, retention and lifetime value.
• Developing business cases and present strategic insights and recommendations to senior leaders.
• Partnering across the business to embed growth opportunities while meeting risk, regulatory and customer outcome requirements.

Skills

Portfolio management

Strategy

Stakeholder management

Analytical

Business acumen

Education

Bachelor's degree in Business or related field

Job description

• Shape portfolio strategies that drive growth, profitability and stronger customer outcomes across Consumer Cards.
• Turn customer, competitor and market insights into clear commercial opportunities and recommendations.
• Partner across Product, Analytics, Marketing, Risk, Finance, Operations and Loyalty to deliver sustainable portfolio growth.

Our people are customer obsessed. They work in close partnership to prioritise customer needs and deliver exceptional outcomes. This collaborative mindset enables innovation and builds enduring customer relationships supporting our ambition to be the most customer‑centric company in Australia and New Zealand.

In the role of Senior Consultant, Portfolio Strategy, you will work closely with the Portfolio Optimisation team contributing to key business priorities and continuously improving how we serve our customers.

You’ll make an impact each day by:

• Developing segment-based portfolio strategies to optimise customer mix, balances, yield and returns.
• Analysing portfolio performance, customer behaviour, market trends and competitor activity to identify growth opportunities.
• Identifying opportunities to increase card usage, customer engagement, retention and lifetime value.
• Developing business cases and present strategic insights and recommendations to senior leaders.
• Partnering across the business to embed growth opportunities while meeting risk, regulatory and customer outcome requirements.

You’ll bring to this role:

• Significant experience in portfolio management, cards, lending, banking, finance, consulting or commercial strategy.
• Demonstrated experience within a strategy function and managing portfolio performance or growth initiatives.
• Strong analytical and commercial acumen, with the ability to translate customer insights into action.
• Strong stakeholder management, influencing and senior-level presentation skills.
• A tertiary qualification in Business or another relevant discipline.

A diverse and inclusive workplace works better for everyone

We know that when our colleagues feel valued and celebrated for who they are, our customers experience banking that’s fairer, more accessible, and designed with who they are in mind. That’s why we’ve built a culture of inclusion and respect, where colleague voices are heard and valued, and everyone is supported to bring their authentic selves to work.

At NAB,we’recommitted to supporting our colleagues with a comprehensive range of benefits designed to help you thrive both professionally and personally, including enhanced leave options, wellbeing support, access to NAB Perks, and ongoing career development opportunities.