Senior Private Client Director - High-Net-Worth Growth

NAB; Sydney; Sur place; AUD 180 000 - 280 000; Plein temps

Résumé du poste

NAB is seeking a Senior Private Client Director in Sydney to lead end-to-end banking, investment and portfolio management for high-net-worth clients. You will build trusted relationships, deliver tailored strategies, and drive growth within a high-performing team dedicated to client success.

You will manage complex lending, assess value and risk, and implement business plans to expand the client portfolio, while collaborating across private and investment banking disciplines to deliver holistic

Qualifications

• Experience in private banking or related sectors.
• Proven ability to develop and acquire new high-net-worth clients.
• Sound understanding of banking products and services.
• Experience with high-net-worth clients preferred.

Responsabilités

• Develop and manage a portfolio of key High Net Worth clients focusing on professional services.
• Identify new business and referral opportunities and establish networks of contacts.
• Assess economic value and risk potential of new business.
• Implement initiatives to develop client growth.
• Personally sanction lending within delegated authorities.
• Implement annual business plans for the client portfolio allocated.

Connaissances

Private banking

Business banking

Asset management

Markets

Small business

Retail

Direct

Investment banking

Description du poste

NAB is seeking a Senior Private Client Director in Sydney to lead end-to-end banking, investment and portfolio management for high-net-worth clients. You will build trusted relationships, deliver tailored strategies, and drive growth within a high-performing team dedicated to client success.

You will manage complex lending, assess value and risk, and implement business plans to expand the client portfolio, while collaborating across private and investment banking disciplines to deliver holistic