Private Client Manager recruitment
At NAB, it's all about our people reaching their full potential and in Wealth that means transforming talent into leadership.
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. Our purpose is to partner with our clients along every stage of their financial journey, assisting them to understand, create, protect and transfer their wealth. We work with clients who value a relationship that provides expert advice and a highly personal service. Combining the personalised service of a boutique bank with the breadth and experience of one of the world's most successful wealth management groups, we proactively deliver relevant financial solutions for our clients and their families.
Placing the client at the centre of everything we do, NAB Private Wealth's professionals deliver exceptional outcomes. Our holistic wealth proposition is backed by the heritage, stability, strength and security that come from being part of the NAB Group. Services we provide include equity investment, asset allocation, portfolio optimisation, markets execution, tax planning, risk management, trusts and estate planning, and philanthropy.
Our Melbourne team have a fantastic opportunity for a Private Client Manager (PCM) within the Ultra High Net-Worth (UHNW) client segment.
The PCM (UHNW) is a critical team player providing consistent and dependable support to the Private Client Director in the relationship management of some of NAB Private Wealth's most important and influential UHNW clients. Client satisfaction is paramount leading to consistent advocacy for our services. Confidentiality is to be respected at all times. The role requires an absolute desire to serve a genuine interest in assisting and being relevant in the financial lives of their clients.
The successful candidate will have solid experience in financial services or a related industry which showcases your success in adding true value and service to clients. You will possess outstanding interpersonal skills and demonstrate a proven sales and service record within Ultra and/or High Net Worth client market. A traditional banking background (complex credit/lending capabilities) and a sound knowledge of the banking and investment products and services required to deliver complete solutions for clients within this segment is essential.
Preferred candidates will hold tertiary qualifications in a financial or business related discipline and will be RG146 accredited.
NAB Private Wealth is Australia's leading private bank and one of the country's most trusted wealth advisers. This is your chance to join a team of specialists who strive to achieve the best outcomes for our clients.
To discuss this opportunity please contact Victoria Kilgour-Carter, Recruitment Consultant NAB Private Wealth on 02 8220 5442.