Private Client Director

Private Client Director – Western Sydney, NSW 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 within Business Bank servicing High Net Worth Business Owners Based in Western Sydney – 3 Parramatta Square In this Private Client Director role reporting to Naresh Fernando you will: Grow, develop, and manage a portfolio of high net worth private clients Identify new business and referral opportunities and establish, develop, and utilise networks of internal and external contacts. Use experience and knowledge to help clients preserve and grow their wealth. Personally sanction lending within own Delegated Lending authorities Prepare and submit for approval consumer and business lending proposals outside own authorities with full justification for recommendations, including obtaining and 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 business banking clients. Previous experience within Private banking, Business banking, Asset Management, Markets 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. 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. Much more than just a bank, we're here to provide personalised service and specialised support to our clients with every aspect of their financial life, from wealth creation and protection to insights and philanthropy. We respectfully ask candidates to hold any questions for the phone interview, where we’ll discuss the role in detail and answer any questions. This helps to ensure a focussed, efficient and fair application process. The talent acquisition team looks forward to addressing all inquiries at that time if your application progresses. 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. If you require any adjustments to the recruitment process or the role, please let the Talent Acquisition Consultant know.

Location: Parramatta, AU

Posted Date: 3/1/2025