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Salary- Join our world class Global Investment Services Team
- Multi asset class and multi-currency investment specialist
- Sydney based position with flexible working arrangements
At Westpac Private Wealth, we seek to provide unique and differentiated insights, expertise and investment opportunities for self-directed, high net worth, wholesale clients. Reporting to the Regional Director North, Global Investment Services (GIS) you will join a team of Investment Specialists with a focus on supporting and advising HNW clients on their investment preferences. As a Director you will partner and collaborate with our private banking team as well as engage with direct clients to add deep technical expertise and a positive client experience.
Global Investment Services (GIS) is a multi-asset, multi-currency investment offering catered towards our self-directed HNW investors with advice given on a 'General Advice' basis. If you enjoy leading discussions about markets across multi-asset class to HNW and UHNW clients, this is a role that will allow that passion to thrive.
Other day to day responsibilities will include:
- Contributing to the regional financial performance of GIS in partnership with the Regional Director
- Driving strategic and tactical initiatives to achieve year on year growth
- Engaging stakeholders across the business to build conviction in the GIS value proposition and drive banker and client engagement
- Participating in all learning and development activities and implement education programs to uplift capability across the banker force to utilize full participation
You will be part of a world class market leading proposition of the GIS within Private Wealth. You will 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 creating better futures together.
As well as good pay and a great culture, joining the Westpac family means you'll get some of the best banking, wealth and insurance benefits in the market. We back our employees by helping them work towards industry-recognised qualifications, using online learning, training modules and career planning tools for you to grow with us. We'll even pay you to do volunteer or community work. As an equal opportunity employer, we're proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.
What do I need?
To be successful you will have significant demonstrated frontline experience in financial markets, funds management, wealth management or investment market sales. You will also have a strong background in the HNW client segment either within Private Banking or Private Wealth.
A minimum of a Bachelor of Commerce, Finance, Business or a related discipline. Other industry studies such as CFA will be highly regarded. You will have knowledge and demonstrated implementation of compliance and risk management. Multiple language capacities will set you apart from the crowd.
What's it like to work there?
We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. 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.
How do I apply?
To submit your interest in this position please click the APPLY button.
As part of our commitment to creating a diverse and inclusive workplace, this role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. If an adjustment is required to assist you during our recruitment process, please email
Do you need reasonable adjustments during the recruitment process?
At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community.
We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please call 1800 655 592 Option 1.2 or email
