Ricky Jackson
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Ricky Jackson Email & Phone Number

Client Partner
Location: Sydney, New South Wales, Australia 10 work roles
1 work email found @nab.com.au 1 phone found area 305 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 71%

Contact Signals · 1 work email · 1 phone

Work email r****@nab.com.au
Direct phone (305) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Client Partner
Location
Sydney, New South Wales, Australia

Who is Ricky Jackson? Overview

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Quick answer

Ricky Jackson is listed as Client Partner based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at nab.com.au, phone signal with area code 305, and a matched LinkedIn profile for Ricky Jackson.

Ricky Jackson previously worked as Client Partner at Fundii and Client Services Manager at Boardroom Australia.

Company email context

Email format at nab.com.au

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{first}.{last}@nab.com.au
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Profile bio

About Ricky Jackson

Experienced Private Banker with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Management, Multi-generational wealth transfer, Business Relationship Management, and Risk Management.

Listed skills include Relationship Management, Wealth Management, Banking, Private Banking, and 19 others.

10 roles

Ricky Jackson work experience

A career timeline built from the work history available for this profile.

Client Partner

Pyrmont, New South Wales, Australia

Our purpose is to fund property investors to reach true freedom.At Fundii, you are at the core of everything we do. We start with your current position,understand your goals and design a tailored plan to get you there. Every FundiiDesign, solution and experience is created to earn and keep your trust in us, for life.Fundii attracts, nurtures and grows the.

Mar 2022 - Jun 2023

Client Services Manager

Boardroom Australia

Sydney, New South Wales, Australia

Client Services Manager to ASX listed and unlisted companies.First point of contact for all registry requirements, dealing with corporate secretarial and C level contacts.Responsibilities include:- building and maintaining key relationships- maintaining a portfolio of unlisted bonds- providing services in accordance with SLA's- reviewing ongoing.

Apr 2021 - Feb 2022

Senior Wealth Advisor

Sydney, New South Wales, Australia

Pulse Markets was founded in 2001 and has grown into a diversified financial services operation with a wealth of investment experience. Its core services today include, ECM/Corporate AdvisoryDerivativesManaged Discretionary AccountsAFSL Services

Jul 2020 - Apr 2021

Private Client Manager

Sydney, Australia

  • At NAB Private Wealth, we partner with you and your family to provide highly personalised private banking and wealth management solutions tailored to your individual needs.You have the flexibility to choose from our.
  • Maintain a portfolio of Affluent / High Net Worth clients
  • Advice and selling of Mortgage Products
  • Facilitating in the sale of specialised Products within the risk/investment space
  • Offering Bonds & Tailored Products such as Hybrids from our Markets Desk
  • Liaise with multiple product partners across my network and the NAB Group
Jan 2011 - Sep 2018

Relationship Manager Premium Banking

Sydney, Australia

  • I arrived in Australia and spent time travelling before settling in Sydney. It was at this point that I decided to enter into the banking sector where my skills, experience and knowledge were mature and transferable. I.
  • Manage a portfolio of 160 Customers.
  • Advice and selling of Mortgage products.
  • Business development through introducers/business leaders.
  • Understanding customer needs and matching products accordingly.
  • Reviewing of customer accounts and expenditure.
Jan 2009 - Jun 2010

Commercial Portfolio Adviser

London, United Kingdom

  • After many years in the Personal Banking arena, I decided to expand my knowledge and experience and moved into the Commercial sector of RBS. My lending and customer service experience was vital in this role as I was.
  • Assisted in the Management of a portfolio of 30 customers with a turnover between £1-£25 Million.
  • Negotiated Lending deals.
  • Responsible for inputting and collating MI data.
  • Negotiated borrowing terms and margins
  • Responsible for credit proposals.
Jun 2007 - Apr 2008

Expatriate Relationship Manager ( Seconded To Banco Santander)

London, United Kingdom

  • The Royal Bank Of Scotland Group, LondonExpatriate Relationship Manager (Seconded to Banco Santander- Spain)Building on my experience in Private Banking I was identified as a candidate for a secondment role in which I.
  • Business development management through local business leaders and Introducers.
  • Advice and selling of mortgage products for non-residents.
  • Selling of savings and investment products including stocks and shares.
  • Negotiating mortgage rates and arrangement fees.
  • Customer account management through face to face meetings.
Jan 2005 - Dec 2005

Private Banking Adviser

London, United Kingdom

  • Private Banking Assistant After a successful start to my relationship management career I decided to move into a full account management role, this allowed me to concentrate on frontline customer sales and service. As.
  • Dealing with high net-worth customers on an individual basis.
  • Selling of non-regulated products.
  • Understanding customer needs and concerns by matching products accordingly.
  • Reviewing of customer accounts and expenditure.
  • Advising of mortgage rates and products.
Jul 2004 - Aug 2005

Client Service Officer Money Desk

London, United Kingdom

  • October of 2003 brought me a new challenge in the form of a CSO for RBS’ Money Desk. I found this role challenging and different to those which I had performed before; direct customer contact was an intrinsic part of.
  • Negotiating of credit interest rates.
  • Placing sterling deposits with the banks Treasury / money markets.
  • Arranging certificates of interest for audit purposes.
  • Dealing with customers via the telephone and email.
  • Liaising with solicitors when opening executor deposit accounts
Oct 2003 - Jun 2004

Client Service Officer

London, United Kingdom

  • In July 99 I began work with the Royal Bank of Scotland and was responsible for a wide range of tasks that included support for the October 2002 merger between NatWest & RBS. During this time I was able to gain.
  • Training of NatWest Staff during the 2002 merger.
  • Reconciliation, Investigation and clearing of misaligned funds.
  • Collation of daily statistics.
  • Handling of customer complaints and delivering best practice solutions to enable customer satisfaction.
  • Dealing with fraudulent transactions either card
Jul 1999 - Oct 2003
FAQ

Frequently asked questions about Ricky Jackson

Quick answers generated from the profile data available on this page.

What is Ricky Jackson's role at their current company?

Ricky Jackson is listed as Client Partner.

What is Ricky Jackson's email address?

AeroLeads has found 1 work email signal at @nab.com.au for Ricky Jackson.

What is Ricky Jackson's phone number?

AeroLeads has found 1 phone signal(s) with area code 305 for Ricky Jackson.

Where is Ricky Jackson based?

Ricky Jackson is based in Sydney, New South Wales, Australia.

What companies has Ricky Jackson worked for?

Ricky Jackson has worked for Fundii, Boardroom Australia, Pulse Markets, National Australia Bank, and Westpac.

How can I contact Ricky Jackson?

You can use AeroLeads to view verified contact signals for Ricky Jackson, including work email, phone, and LinkedIn data when available.

What skills is Ricky Jackson known for?

Ricky Jackson is listed with skills including Relationship Management, Wealth Management, Banking, Private Banking, Finance, Investments, Credit, and Portfolio Management.

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