Private Banker Discovery

1 week ago

Melbourne, Victoria, Australia Westpac Group Full time

How 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.

**_Do you need reasonable adjustments during the recruitment process? _

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