Sam Michael

Sam Michael Email and Phone Number

Head of Complex Lending Solutions - Specialised at NAB @ NAB
melbourne, victoria, australia
Sam Michael's Location
Prahran, Victoria, Australia, Australia
Sam Michael's Contact Details

Sam Michael personal email

n/a
About Sam Michael

A proactive, efficient and highly knowledgeable Senior Banking Manger from within the retail, private and commercial banking sectors. 20+ years proven experience with the National Australia Group (across Australia and the UK) of effectively managing teams to meet corporate objectives and generate revenue through practical and energetic business initiatives. Possessing an engaging management style that mentors colleagues to exceed their own expectations, through leading from within a team. Able to advise clients (in unison with key internal and external stakeholders) on complex personal and/or business opportunities and direct them to achieve short, medium and long-term financial goals and lifestyle aspirations.

Sam Michael's Current Company Details
NAB

Nab

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Head of Complex Lending Solutions - Specialised at NAB
melbourne, victoria, australia
Website:
nab.com.au
Employees:
28659
Sam Michael Work Experience Details
  • Nab
    Head Of Complex Lending Solutions - Specialised
    Nab Oct 2019 - Present
    Melbourne, Victoria, Australia
  • National Australia Bank
    Private Client Director - Melbourne - Australia
    National Australia Bank Nov 2016 - Oct 2019
    Level 21, 8 Exhibition Street Melbourne Vic Australia
    At NAB Private Wealth 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.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 solutions for our clients and their families.Placing the client at the centre of everything we do, NAB Private Wealth's professional's deliver exceptional outcomes. Our holistic wealth proposition is backed by the heritage, stability, strength and security that comes 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.
  • National Australia Bank
    Private Client Manager - Brisbane - Australia
    National Australia Bank Jul 2014 - Oct 2016
    Level 21, 100 Creek Street, Brisbane
    • Advise a portfolio of 120+ Ultra-High/High Net Worth private client / family groups (in unison with key internal and external stakeholders) on complex personal and/or business opportunities; and personally direct them to meet short, medium and long-term financial goals and lifestyle aspirations. • Work in conjunction with key internal and external influencers to personally drive in new opportunities.• Hold / maintain a substantial (personal and commercial) Moody's accredited delegated lending authority. • ASIC Tier 1 RG146 Accredited (Kaplan - Diploma of Financial Planning)
  • Freelance
    Business / General English Teacher / Consultant
    Freelance Jan 2013 - Jun 2014
    Uk Base
    18 months travelling and teaching Business and General English freelance to foreign executives and students - both on a 121 intensive basis and in a classroom environment. Companies included:- International House London (Covenant Garden, London) - Professional Language Solutions (Clerkenwell, London)- Islington Centre for English (Islington, London) - BFK (Crossrail - UK)- Andrade Gutierrez (Brazil) / Zagope (Spain)- Business Academy Aarhus (Denmark)- BNP Paribas (France)
  • Clydesdale Bank
    Managing Partner - Private / Ifa - London / Se England - Uk
    Clydesdale Bank Oct 2011 - Dec 2012
    Base - 6Th Floor One Canada Square Canary Wharf London E14 5Aa
    - Jointly led / coached a team of 50 Private Partners and Associates - across London and SE England - to strive for their potential and achieve agreed performance / acquisition goals and objectives.- Individual, team (and peer) coaching to build trust, spread belief, connect with others, unlock people's individual potential and, ultimately, lift awareness, accountability, confidence and performance (across the region).- Drove delivery of our vision (i.e. to be our customers' banker and wealth manager of choice).- Improved the perception / awareness of individual and platform value; and drove delivery of a value-led customer service proposition. - Worked very closely with the Private Bank leadership team (and their support) to enhance / develop private banking strategic initiatives, and personally assisted with the transfer of those initiatives to practice. - Identified and helped address individual / team professional development needs across the region. - Managed and improved risk / reward across the region.
  • Clydesdale Bank
    Managing Partner - Canary Wharf Financial Solutions Centre - London - Uk
    Clydesdale Bank Oct 2005 - Oct 2011
    6Th Floor One Canada Square Canary Wharf London E14 5Aa
    - Rebuilt / led / coached a team of 17 core staff (comprising corporate, commercial and private bankers) and 5 supporting 'specialist' bankers ('International Trade', 'Treasury', 'IFA', 'Asset Finance' and 'Invoice Finance').- Re-built / agressively led centre marketing / business acquisition plan.- Involved (directly / indirectly) in all aspects of originating, closing and managing (safe, profitable, fully integrated) private, commercial and corporate business opportunities.- Ensured business remained focused to achieve optimal and sustainable financial performance.- Ensured business satisfied all risk management and compliance standards. - Strong ambassador of the Clydesdale Bank Brand in the local community.
  • Clydesdale Bank
    Senior Partner - London - Uk
    Clydesdale Bank May 2004 - Oct 2005
    London City Financial Solutions Centre 10 Fleet Place London
  • National Australia Bank
    Senior Manager Private Banking - Wealth Management - Sydney - Australia
    National Australia Bank Mar 2000 - May 2004
    Governor Phillip Tower - 1 Farrer Place - Sydney - Nsw - 2000 - Australia
  • National Australia Bank
    Area Manager - Personal Financial Services - City / Northern District - Adelaide - Australia
    National Australia Bank Aug 1998 - Mar 2000
    Adelaide, Australia
  • National Australia Bank
    Branch Manager - Personal Financial Services - Brisbane - Australia
    National Australia Bank Jul 1997 - Aug 1998
    Kenmore Branch - Brisbane - Qld - Australia
  • National Australia Bank
    Business Accounts Manager - Business Financial Services - Brisbane - Australia
    National Australia Bank Jul 1996 - Jul 1997
    Moorooka Branch - Moorooka - Brisbane Qld - Australia

Sam Michael Skills

Private Banking Commercial Banking Retail Banking Corporate Finance Strategic Financial Planning Relationship Management Mortgage Lending Credit Risk Credit Analysis Risk Management Strategy Financial Services Banking Portfolio Management Mergers And Acquisitions Loans Financial Risk Management Credit Wealth Management Investments Finance Financial Analysis Commercial Lending Business Strategy Funding Business Relationship Management Financial Planning

Sam Michael Education Details

  • University Of Queenslaand
    University Of Queenslaand
    Economics
  • International House London
    International House London
    Pass A
  • Financial Planning Association Of Australia Ltd
    Financial Planning Association Of Australia Ltd
    Diploma Of Financial Planning
  • Australian Securities And Investments Commission
    Australian Securities And Investments Commission
    Dealers Licence / Proper Authority (Securities & Investments)
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Financial Planning Principles & Practice Certificate
  • Omega Performance Corporation Pty Ltd
    Omega Performance Corporation Pty Ltd
    Intermediate Certificate
  • Omega Performance Corporation Pty Ltd
    Omega Performance Corporation Pty Ltd
    Commercial Loans To Business - Fundamentals Certificate
  • Omega Performance Corporation Pty Ltd
    Omega Performance Corporation Pty Ltd
    Commercial Loans To Small Business Certificate
  • Griffith University
    Bachelor Of Commerce
  • Moody'S Analytics
    Moody'S Analytics
    Personal And Commercial Lending Accreditation
  • Kaplan Australia
    Financial Planning / Advice

Frequently Asked Questions about Sam Michael

What company does Sam Michael work for?

Sam Michael works for Nab

What is Sam Michael's role at the current company?

Sam Michael's current role is Head of Complex Lending Solutions - Specialised at NAB.

What is Sam Michael's email address?

Sam Michael's email address is sa****@****oup.com

What schools did Sam Michael attend?

Sam Michael attended University Of Queenslaand, International House London, Financial Planning Association Of Australia Ltd, Australian Securities And Investments Commission, Securities Institute Of Australia, Omega Performance Corporation Pty Ltd, Omega Performance Corporation Pty Ltd, Omega Performance Corporation Pty Ltd, Griffith University, Moody's Analytics, Kaplan Australia.

What are some of Sam Michael's interests?

Sam Michael has interest in Skiing, Running Club, Fiction, Squash League, Foreign Languages, Arts, Music, Travel, Film.

What skills is Sam Michael known for?

Sam Michael has skills like Private Banking, Commercial Banking, Retail Banking, Corporate Finance, Strategic Financial Planning, Relationship Management, Mortgage Lending, Credit Risk, Credit Analysis, Risk Management, Strategy, Financial Services.

Who are Sam Michael's colleagues?

Sam Michael's colleagues are Carol Leong, Marion Chapman, Harrison Morris, Ryan Jones, Andrew Lewis, Mộng Khang Hà, Ravinda Sooriyaarachchi.

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