Associate Private Banker

5 months ago

Sydney, Australia Westpac Banking Corporation Full time

Associate Private Banker
- Great opportunity to build a career in Private Wealth
- Play a key role in supporting the day to day needs of our HNW clients
- Join a high performing and diverse team in Barangaroo

**How will I help?**

Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will help them grow, manage and protect their wealth. We strive to create enduring partnerships with a deep understanding of their banking and wealth needs, enabling us to provide a truly compelling, holistic and bespoke financial service.

The primary function of the Associate Private Banker is to partner with Private Bankers to retain and grow new and existing valuable client relationships in the HNW segment. As an Associate Private Banker, you will play a key role in coordinating the delivery of our service proposition by:

- Being the first point of contact for the day to day needs of a portfolio of our HNW clients.
- Managing client expectations and keep them informed of progress.
- Facilitating the efficient execution of client needs through effective engagement of our service partners.

While aligned to a specific Private Banker(s) and clients, the role forms part of a broader team of Associate Private Bankers, led by a Director of Client Services, responsible for working together to provide a compelling service proposition to our clients.

**What do I need?**

In order to be successful in the role you will have experience of the following:

- Tertiary qualifications in a business-related discipline would be beneficial
- Strong frontline client experience within a Banking or Wealth related role
- Understanding of Consumer & Lending Products will be highly regarded
- RG146 Tier 2 Compliance qualification

**What's in it for me?**

You will be working for a well-known Australian company where the customer is at the heart of everything we do. You'll be encouraged to grow and develop your career with us and will be given the opportunity to further yourself through internal secondments and training. We pay a competitive salary and have great staff benefits and perks including discounted movie tickets, internal shopping sites and flexible leave options. You will be valued and supported throughout your Westpac career and can be proud of the company you work for.

**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?**

To submit your interest in this position please click 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.

Job ID 300001659249622

  • Associate Private Banker

    3 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Associate Private Banker - Great Opportunity to build a career in Private Wealth - Play a key role in supporting the day to day needs of our HNW clients - Mandarin language skills advantageous **How will I help?** Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will...

  • Associate Private Banker

    5 months ago

    Sydney, Australia Westpac Full time

    **12 month contract opportunity based in Sydney**: - **Work across both Westpac and St George teams**: - **Play a key role in supporting the day to day needs of our HNW clients** **How will I help?** Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will help them...

  • Private Banker

    6 months ago

    Sydney, Australia Westpac Full time

    **Support **_Westpac’s highest value personal customers _**: - **Supportive and inclusive working culture**: - **Barangaroo location with flexible working **How will I help?** We are Australia’s leading Private Bank and the trusted financial partner of a select group of High Net Worth individuals. Our Private Bankers develop and grow portfolios of...

  • Associate Director

    2 months ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Associate Director - Private Bank **Commonwealth Private** strives to provide outstanding personal service and trusted advice to high net worth **and ultra-high net worth** individuals. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment...

  • Senior Private Banker

    1 month ago

    Sydney, New South Wales, Australia Westpac Group Full time

    About the RoleWe are seeking a skilled Senior Private Banker to join our team at Westpac Group. As a key member of our Private Wealth division, you will be responsible for building and maintaining strong relationships with high-net-worth clients, driving growth and delivering exceptional service.Key ResponsibilitiesDevelop and execute strategies to grow...

  • Strategic Advisory Private Banker

    3 weeks ago

    Sydney, New South Wales, Australia Westpac Group Full time

    Job SummaryWe are seeking a Senior Private Banker to join our team at Westpac Group. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients.Key ResponsibilitiesDevelop and implement tailored wealth solutions for high-net-worth clients, ensuring their financial goals are met.Build and maintain...

  • Associate Director

    2 months ago

    Sydney, Australia Commonwealth Bank Full time

    **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth **and ultra-high net worth **individuals. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities. We are backed by...

  • Private Direct Advisor

    5 months ago

    Sydney Central Business District, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: NSW- Sydney CBD - **Place the customer at the centre of everything you do to drive the right outcomes**: - **Fast paced environment dealing with multiple Private clients daily**: - **Full-Time opportunity based in Melbourne CBD** **About the role** The Private Direct Advisor provides critical support to a...

  • High-Net-Worth Private Banker

    2 weeks ago

    Sydney, New South Wales, Australia Westpac Group Full time

    About the RoleAs a Senior Private Banker at Westpac Group, you will play a significant part in the future of our business, which has been around for over 200 years. Our purpose is to create better futures together.Job DescriptionWe seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients.We've created an...

  • Private Bank Analyst

    1 month ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Private Bank Analyst - Sydney **About us** **Commonwealth Private** strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of...

  • Private Bank Analyst

    2 months ago

    Sydney, Australia Commonwealth Bank Full time

    **About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading...

  • Private Bank Analysts

    3 months ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Private Bank Analysts - Sydney (Perm & Secondment Opportunities) **About us** **Commonwealth Private** strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer...

  • Elite Private Banking Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Westpac Group Full time

    About the OpportunityWe are seeking a highly skilled and experienced Senior Private Banker to join our team at Westpac Group.

  • Small Business Banker

    6 months ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: NSW- Sydney inner - Make a real difference for our customers and communities - You’ll have support to develop, and our encouragement to explore - Bring your ideas, ambitions, and passions both in and outside of work **It’s more than a career at NAB. It’s about more opportunity, more moments to make a...

  • Small Business Banker

    6 months ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: NSW- Sydney inner - Make a real difference for our customers and communities - You’ll have support to develop, and our encouragement to explore - Bring your ideas, ambitions, and passions both in and outside of work **It’s more than a career at NAB. It’s about more opportunity, more moments to make a...

  • Small Business Banker

    6 months ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: NSW- Sydney CBD - Make a real difference for our customers and communities - You’ll have support to develop, and our encouragement to explore - Bring your ideas, ambitions, and passions both in and outside of work **It’s more than a career at NAB. It’s about more opportunity, more moments to make a...

  • Mobile and Executive Mobile Bankers

    1 week ago

    Sydney, Australia Bank of Queensland Full time

    **About the Role** Are you an experienced Mobile Banker who is passionate about delivering exceptional customer service and driving business growth? Are you ready to be part of an ambitious, forward-thinking and community centric bank that's transforming and growing? We have exciting opportunities available for Mobile Bankers and Executive Mobile bankers to...

  • Private Wealth Associate

    6 months ago

    Sydney, Australia Walsh Bay Partners Pty Ltd Full time

    **Private Wealth Associate** Family Office Consulting Practice Be Challenged & Contribute to our Success! - Rare opportunity to capitalise on your Financial Adviser support experience & knowledge - Sydney opportunity - Newly created role - Full time or part time Walsh Bay Partners is a highly regarded, boutique Family Office consulting practice boasting a...

  • Private Equity Associate

    6 months ago

    Sydney, Australia Salesforce Full time

    Job Category Sales Job Details **About Salesforce** We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance...

  • Strategic Real Estate Associate

    3 weeks ago

    Sydney, New South Wales, Australia GIC Private Limited Full time

    GIC Private Limited is a leading global long-term investor with a substantial direct real estate portfolio spanning across various sectors and cities. We are looking for a skilled Strategic Real Estate Associate to join our team in Sydney.As a Strategic Real Estate Associate, you will be part of a team that ranks among the top global real estate investment...