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Private Wealth Executive Qld

Westpac - Brisbane Grove, NSW

Banking & Finance
Source: uWorkin


Job Description

  • Private Banking Acquisition focus across Wealth and/or Lending
  • Proactively seek out new HNW clients and prospect opportunities
  • Drive the next chapter of growth for Westpac Private Wealth

How will I help?

Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high net worth clients.

We’ve created a new exciting opportunity for a senior relationship leader and acquisition specialist to develop and grow a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources.

On a daily basis, you’ll enjoy:
  • Driving engagement with clients to coordinate the delivery of our holistic banking, wealth and service proposition
  • Developing positive working relationships with all business partners within Private Wealth
  • Collaborating with bank and wealth management product/distribution partners across the Westpac Group to cross sell solutions that meet our HNW clients’ needs
  • Managing customer expectations for banking, lending and wealth processes
  • Managing compliance obligations and issues including AML/KYC

What’s in it for me?

You’ll be part of a market leading proposition within Westpac Private Wealth. Additionally, you’ll have the opportunity to build your profile internally and externally with stakeholders and be part of the future of a business that has been around for 200 years and whose vision is becoming one of the world’s great service companies.

We’ll back you in the development of your team with a supportive structure and the resources to be an Employer of Choice.

What do I need?

We’d love to hear from seasoned bankers with significant experience across Private Banking and/or Private Wealth with an understanding of Lending. Importantly you need strong acquisition capability, together with:
  • RG146 Qualifications
  • Strong experience in the HNW client segment
  • Strong presentation skills with the ability to build credibility with diverse audiences
  • Investments experience across multiple asset classes will also be highly regarded

What is it like to work there?

We aim to provide one big, supportive team of people who love helping others succeed. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we’re proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.

The health and wellbeing of our employees is our priority and we will ensure that physical distancing requirements are met in all our workplaces as long as required.