Private Client Director

at  NAB

Sydney, New South Wales, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate30 May, 2025Not Specified31 Jan, 2025N/AGood communication skillsNoNo
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Description:

Private Client Director
Job number: 798477
Primary position location: NSW- Sydney CBD
Category: Banking & Financial Services
Category: Business Banking
Category: Business Development
Work type: Permanent Full time

Closing at: Feb 14 2025 at 23:55 AEDT

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Responsibilities:

  • 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.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Sydney NSW, Australia