Private Banker Discovery

5 days ago

Melbourne, Australia Westpac Group Full time

**Mandarin language skills preferred but not essential**:

- **Be the key relationship point for high net worth clients**:

- **Deliver holistic banking, wealth and service propositions
**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 becoming one of the world’s great service companies. We’ll support you in the development of your career, with internal career prospects and flexible working. You’ll also be backed by a fantastic team of people in a can-do, supportive structure.

**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

**What is it like to work there?
**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.

The health and wellbeing of our employees is our top priority. We’ve developed clear standards to ensure our people are confident, safe and healthy whether they’re working from a Westpac Group site or working from home. These are based on expert medical advice and Safe Work Australia guidelines.

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