Address- Join our growing world class Global Investment Services Team
- Multi asset class and multi-currency investment specialist
- Permanent Opportunity
How will I help?
Within 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 Head of North Region, 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.
Other day to day responsibilities will include:
- Providing strategic investment advice to wholesale and UHNW Private Clients
- Contribute to the regional financial performance of GIS in partnership with the Regional Head of North
- Drive strategic and tactical initiatives to achieve year on year growth
- Contribute to the national leadership team in partnership with regional peers
- Engage stakeholders across the business to build conviction in the GIS value proposition and drive banker and client engagement
- Participate in all learning and development activities and implement education programs to uplift capability across the banker force to utilize full participation
What's in it for me?
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 becoming one of the world's great service companies.
We will back you in the development of your career, with internal career prospects and flexible working. You'll also be backed by a fantastic team of people in a can-do, supportive structure.
What do I need?
- Bachelor of Commerce, Finance, Business or a related discipline
- Deep investment experience in Financial Markets, Funds Management, Wealth Management or Institutional Advice
- Strong experience in the HNW client segment either within Private Banking or Private Wealth
- Strong presentation skills
- Knowledge and demonstrated implementation of compliance and risk management
- Advanced skills in Microsoft Office suite; Word, Excel, Outlook, PowerPoint
- Exceptional literacy, numeracy and attention to detail
What is it like to work there?
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.
How do I Apply?
Start here. Just click on the APPLY button.
At Westpac we are committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products and services for our customers, employees, and community. 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 you have questions about the recruitment process, please email ***************@westpac.com.au.
Do you need reasonable adjustments during the recruitment process?
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 2.3 or email ***************@westpac.com.au
