Associate, Investment Services

2 weeks ago

Sydney, New South Wales, Australia Westpac Group Full time

How will I help?
The relationships we have with our high-net-worth customers are one of the key cornerstones of our business.

In this role is a middle office function where you deal with internal and external stakeholders, including dealing with external administrator, custodian, CHESS sponsor, and fund managers.


Working alongside our Investment Services Team, you'll manage the onboarding journey for new clients while also supporting existing clients with account maintenance and investment orders.

Reconciliation, investigation and troubleshooting would be part of your day-to-day work Ultimately, you'll set an example for what service to the Private Wealth customer can be - and what that means for our success as well.


What's in it for me?
Inspiring locations, modern workspaces and unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia.

For example, you'll be able to have access to some of the best banking, wealth and insurance benefits in the market, get paid fairly, and an entire suite of online learning and career planning tools so you can grow.


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?

Experience in banking or investment and wealth - along with an operation experience and background in listed equities and/or unlisted investments.

You'll confidently manage internal and external relations, and seamlessly handle a workload that's always changing.


We'd prefer a minimum of 1- 2 years in a financial/banking service industry with good attention of details and prioritisation also.

You will have exceptional written and verbal communication skills to best support our high-demand wealth business.

In addition, the below skills will be considered favourably:

  • Exposure to financial markets and investment solutions
  • Intermediate Excel capability
  • Tertiary qualifications in a business
- or finance-related discipline (desirable)

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. 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.

_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. _

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