AddressHow will I help?
As a Private Banker for a Discovery portfolio, you will be the key relationship point for clients typically less complex needs (no GIS, no commercial debt).
You will also be responsible for:
- Developing and growing a portfolio of high-net-worth client relationships via growth of existing clients
- Driving engagement with clients to coordinate the delivery of our holistic banking and service proposition with a 'spot and refer' style engagement for clients’ wealth needs or complex lending
- Developing and maintaining highly effective working relationships with all business partners within Private Wealth (eg GIS, APBs, POS, Lending)
- Collaborating across the Westpac Group to distribute solutions that meet our HNW clients’ needs
- Focusing on the growth and service standards of an existing portfolio of clients to retain clients
- Referring clients with complex lending needs or complex wealth needs to (Senior) Private Bankers / Executives as required
- Identifying, assessing and managing, compliance obligations and issues. Develop strong understanding of policy, process and risk controls. Appropriate Client Due Diligence including AML/KYC obligations and understanding.
- Proactively raising incidents and support the resolution of incidents and complaints (ie, spot it, log it, own it)
- Working collaboratively with aligned associate across a larger portfolio of vanilla clients with respect to lending and wealth needs
What's in it for me?
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 to create 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 considered for this opportunity you will need to demonstrate:
- Experience in a sales or relationship management role(s) in the banking and financial services industry (c2 years)
- Prior experience with the origination of consumer credit
- Mandarin language skills highly regarded
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. As well as competitive remuneration and a great culture, joining the Westpac family means you will have access to banking, wealth and insurance benefits.
How do I Apply?
Start here. Select 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 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
