Be part of a collaborative & high performing relationship-driven cultureAssist in developing strategic investment and risk management relationships and identify and close client opportunitiesLocation: 395 Bourke Street, MelbourneAbout the RoleWere looking for an experienced Associate Director Investment Specialist to join our Private Investments South team. In this role, youll support our Business & Private Bankers and ultimately our Wholesale Investor Clients in accessing NABs investment and risk management products and services. Youll maintain strong client relationships, identify new opportunities, and help maximise returnsall while ensuring alignment with NABs corporate principles and stakeholder expectations.What Youll DoDrive Growth: Assist in developing strategic relationship plans and identify opportunities to win business from competitors.Client Engagement: Build and maintain strong relationships with business, private bank, corporate and institutional clients, providing financial solutions.Industry Expertise: Develop deep industry and financial markets knowledge to advise clients effectively.Team Leadership: Collaborate with and support team members and bankers, contributing to a rewarding and enjoyable work environment.Risk & Compliance: Ensure adherence to NABs Code of Conduct, compliance obligations, and information security standards.Key ResponsibilitiesSupport senior management with portfolio performance, cost control, and return targets.Maximise product penetration across client portfolios.Oversee client contact, service levels, and transaction execution.Provide technical advice on fixed income, foreign exchange, listed and unlisted securities, equity derivatives and deal structuring.Contribute to team development and professional growth.What Were Looking ForExperience: Background in a major financial institution or investment bank, ideally in markets or a client facing sales position.Technical Skills: Strong understanding of financial markets, equity and debt products, derivatives and structuring.Qualifications: Degree in commerce, banking & finance or similar. MBA highly regarded.Capabilities: Advanced selling skills, financial modelling expertise, and ability to deliver strategic solutions.Language Capabilities: Mandarin-speaking applicants highly preferred.A diverse and inclusive workplace works better for everyone. We know that our people make us who we are. Thats 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.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.Join NABFor details on the recruitment process, and accessibility, please visit www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team, via [email protected] (please reference job number) or visit our Careers page through the link above for other contact options. #J-18808-Ljbffr
Job Title
Associate Director Investment Specialist