Senior Private Client Manager, Sydney

NAB; Sydney; On-site; AUD 180,000 - 280,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Private banking

Business banking

Asset management

Markets

Small business

Retail

Direct

Investment banking

Job description

• Build and maintain strong relationships with high-net-worth individuals.
• Utilise your expertise as a multi-discipline banking professional and provide tailored solutions and strategies that focuses on client goals.
• Join a team that’s highly engaged, and customer obsessed.

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

In the role of Senior Private Client Director, you will join a high-performing team who are driving real impact for customers—focused, empowered, and committed to keeping things simple. If you’re ready to make a meaningful difference and grow your career in a supportive, results-driven environment, this is your opportunity.

As a Senior Private Client Manager, you’ll deliver exceptional end-to-end banking, investment and portfolio management services, building trusted relationships through a deep understanding of each client’s needs. With client satisfaction at the heart of the role, you’ll bring genuine passion for supporting clients, growing relationships and making a meaningful difference in their financial lives.

You’ll make an impact each day by:

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

What you’ll bring:

• Previous experience within Private banking, Business banking, Asset Management, Markets, Small Business, Retail, Direct, and/or Investment banking.
• Extensive banking experience, particularly in relation to complex credit/lending/investments
• Proven experience with business development/acquisition of new clients.Sound understanding of banking products and services.
• Previous banking experience dealing with High-Net-Worth clients is preferrable.

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

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.