Associate Private Banker

5 months ago

Melbourne, Australia Westpac Full time

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 Melbourne

**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.

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