Job Description:Product Manager - Global Investment Services, Private Wealth
- Supportive team environment
- Work-life balance
- Unique product offering supporting HNW clients
How will I help?Within Westpac Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. Global Investment Services provides clients with expertise across a broad range of domestic and international investment opportunities, including fixed income and credit, equities, real estate, structured notes, managed solutions, venture capital and private equity.In this role you will be part of our Product Management Team that is responsible for growing and supporting the Global Investment Services proposition.You will also be responsible for:Manage product offering (general responsibilities):
- Product governance including product changes, product assessments and product monitoring
- Client communications & corporate actions
- Manage risks and control obligations
- Own product related incidents and issues
- Delivery of internal forum and board reporting
- Manage suppliers and supplier governance obligations
Project Delivery (role specific responsibility):
- Project manager for new investments to be offered to GIS clients.
- Manage implementation and change plan for new investments
- Liaise with investment provider counterparties and service providers to ensure product is delivered to GIS requirements and standards
- Ensure products and investment solutions are delivered to sales teams with appropriate training and supporting collateral
- Deliver a consistent client experience through seamless delivery of investments as part of broader investment suite and collateral
- Support the Product and Investment teams to review disclosure documents, negotiate side agreements and consider operational impact.
- Own and lead the investment governance framework, including operating as secretary to the Investment Management Forum and other supporting forums.
- Stakeholder relationship management with various internal teams and external suppliers to deliver and manage products
- Communicate pipeline of new product to internal stakeholders
- Ensure compliance to all policies and procedures, and proactively manage risks
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 experienced professionals who have a passion for investments, a collaborative mindset and great stakeholder engagement. Additional skills required for success include:
- 5+ years' experience in a product team (or similar) in financial services
- Exceptional planning and organisational skills
- Experience with investment structuring
- Ability to build strong stakeholder relationships
- Experience in wealth management
- Strong understanding of HNW segment and Private client segments
- Strong verbal, written and presentation skills
- Advanced skills in Microsoft Office suite; Word, Excel, Outlook, PowerPoint
What is it like to work there?We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. As well as competitive remuneration and a great culture, joining the Westpac family means you will get some of the best banking, wealth, and insurance benefits in the market.We back our employees by helping them work towards industry-recognized qualifications, using online learning, training modules, and career planning tools for you to grow with us. We will even pay you to do volunteer or community work.As an equal opportunity employer, we are 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 or APPLY NOW 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 orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. If you have questions about the recruitment process, please email talentacquisition@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 talentacquisition@westpac.com.au.
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