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Salary- Private Banking Acquisition focus, investment led
- Proactively seek out new U/HNW clients and prospect opportunities
- Drive the next chapter of growth for Westpac Private Wealth
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:
- Developing and growing a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources
- Driving engagement with clients to coordinate the delivery of our holistic banking, wealth and service proposition
- Developing and maintaining highly effective working relationships with all business partners within Private Wealth (eg GIS, APBs, POS, Lending)
- Collaborating with bank and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our U/HNW clients' needs
- Managing customer expectations for banking, lending and wealth opportunities.
- Managing compliance obligations and issues including AML/KYC
You'll play an important part in driving the future of a business that has been around for over 200 years and in return, we'll support you in the development of your career. With continuous opportunities to learn and grow in an inclusive environment backed by a fantastic team of passionate and knowledgeable people, you'll be empowered to thrive with us.
Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
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. You'll have established professional networks in the HNW and UHNW space that you can leverage for success. Importantly you need strong acquisition capability, together with:
- RG146 Qualifications preferred.
- 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
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?
Start here. Just click on the APPLY button.
As part of our commitment to creating a diverse and inclusive workplace, 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 talentacquisition@westpac.com.au
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 talentacquisition@westpac.com.au
