Gary Mcmahon Email & Phone Number

Sydney, Australia

Successfully transforming the UHNW Practice of NAB Private, NSW. To date, I have: • Introduced an Operating Rhythm to a team of 25 Private Bankers and Senior Associates, managing over 1,200 UHNW individuals with over $2bn in lending and $4bn in deposits.• Continuing to drive the business towards success, improving revenue growth to over 7% above plan YTD via traditional banking products as well as investment opportunities.• Reputation for team management and cohesion to acknowledge both individual and team performance. By inspiring, motivating and strengthening the team we have achieved both personal and corporate objectives.• Transitioning relationships from peer to leader and leader to peer (as part of the Leadership Team) in a short space of time.

Sydney, Australia

Offering expert private banking through connected, personal service.• Proactively acquire new clients and provide guidance to the UHNW Private Client Managers and Associates.• Meet business development needs by providing full integrated financial services solutions through the most effective and appropriate channels with the aim of maximising profit and increasing overall client share of wallet and advocacy.• Represent NAB Private's client value proposition and brand in centres of influence, and be the 'face' of NAB Private in the market.

Sydney, Australia

Catering to the financial needs of high income earning individuals.• Developed and managed relationships with a group of HNW individuals.• Responsible for the overall marketing and cross sell of products to clients, engaging product specialists within the team, as and when required.• Having a detailed knowledge of the clients, obtained the necessary information (investment objectives, risk/return profile etc), document this information and, as a team, was able to provide a proactive service covering the client's needs.

Sydney, Australia

Business Development provides dedicated relationship management to corporate and institutional clients. Relationship teams work with clients as true business partners coordinating product groups to provide innovative solutions and new opportunities to fulfill business objectives.• Coordinated preparation of Credit Submissions, particularly non-credit information such as marketing strategies, clients' market position, and directorate and management quality.• Assisted Relationship Executives to develop and manage a portfolio of institutional clients, including assumption of portfolio responsibility in the Relationship Executive's absence.

Chartered Banker, Financial Services

Financial Services Professional (Fsp) - Private Banking

Professional Diploma Of Stockbroking

Diploma Of Financial Services

Diploma Of Business (Banking & Finance)