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Ivano Simonutti - Inside NAB's Elite Private Wealth Offering
Starting his career in business banking, our next guest has
spent over two decades at NAB, rising through the ranks to become a pivotal figure in Australia's banking sector. Known for his strategic acumen and client-centric approach, he has played a significant role in shaping the future of private banking in Australia.
Ivano Simonutti, the National General Manager of NAB’s
Private Bank, began his journey with a keen interest in business banking. His early roles provided him with a strong foundation and invaluable lessons that have stuck with him throughout his career. In 2020, Ivano transitioned into private banking, taking over as General Manager for NAB’s private banking division in Queensland, New South Wales, and the Australian Capital Territory. This move marked a significant shift, bringing new challenges and opportunities.
In recent times NAB Private Wealth has undergone a
significant transformation following a strategic review in 2019. The decision to merge NAB Private, JBWere, and nabtrade was a game-changer, leading to substantial milestones in revenues, products, and services. One of the standout strategies has been the "Team of 4" approach, an evolution of the successful "Team of 3" model, which has generated significant new business and provided a seamless, integrated experience for clients.
On today’s podcast, Ivano Simonutti takes us through his early career and transition into private banking.
He explains the innovative "Team of 4" approach
and how it has reshaped client experiences.
He shares insights on the strategic direction and future
aspirations of NAB Private Wealth.
And finally, he offers invaluable advice for young
professionals working in a large firm and discusses the evolving role of private banking.
We hope you enjoy.
View all episodes
By Sweat CapitalStarting his career in business banking, our next guest has
spent over two decades at NAB, rising through the ranks to become a pivotal figure in Australia's banking sector. Known for his strategic acumen and client-centric approach, he has played a significant role in shaping the future of private banking in Australia.
Ivano Simonutti, the National General Manager of NAB’s
Private Bank, began his journey with a keen interest in business banking. His early roles provided him with a strong foundation and invaluable lessons that have stuck with him throughout his career. In 2020, Ivano transitioned into private banking, taking over as General Manager for NAB’s private banking division in Queensland, New South Wales, and the Australian Capital Territory. This move marked a significant shift, bringing new challenges and opportunities.
In recent times NAB Private Wealth has undergone a
significant transformation following a strategic review in 2019. The decision to merge NAB Private, JBWere, and nabtrade was a game-changer, leading to substantial milestones in revenues, products, and services. One of the standout strategies has been the "Team of 4" approach, an evolution of the successful "Team of 3" model, which has generated significant new business and provided a seamless, integrated experience for clients.
On today’s podcast, Ivano Simonutti takes us through his early career and transition into private banking.
He explains the innovative "Team of 4" approach
and how it has reshaped client experiences.
He shares insights on the strategic direction and future
aspirations of NAB Private Wealth.
And finally, he offers invaluable advice for young
professionals working in a large firm and discusses the evolving role of private banking.
We hope you enjoy.