Associate Private Banker

3 weeks 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 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’s in it for me?**

You'll play an important part in driving the future of a business that has been around for over 200 years and in return, we'll support you in the development of your career. With continuous opportunities to learn and grow in an inclusive environment backed by a fantastic team of passionate and knowledgeable people, you'll be empowered to thrive with us.

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?**

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 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. _

  • Associate Private Banker

    4 weeks ago

    Sydney, Australia Macquarie Group Limited Full time

    As an Associate Private Banker of Macquarie Private Bank, you will have the ability to access Macquarie’s investment expertise, research, insights, lateral thinking, robust risk management and consistent monitoring that Macquarie applies to every client and situation. Macquarie Private Bank clients are connected personally. As an Associate Private Banker...

  • Private Banker

    6 days ago

    Sydney, Australia Commonwealth Bank Full time

    Key role managing portfolio of HNW clients with consumer lending and investment focus. - We're excited to grow our team in 2023! (Please note that our Talent Acquisition function will be closed over the Christmas/New Year period and should you apply, you can expect to receive an update in mid-late Jan 2023) About us Commonwealth Private strives to provide...

  • Private Banker, Sydney Cbd

    7 days ago

    Sydney, Australia ANZ Banking Group Full time

    About the role ANZ Private caters to ANZ's highest net worth individuals and family groups, assisting them to manage, grow and preserve their assets. We provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and concerns and their financial situation. **Role Location**: 242 Pitt St, Sydney...

  • Private Banker

    7 days 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...

  • Investment Associate, Top Tier Global Private

    5 days ago

    Sydney, Australia Private Equity Recruitment Ltd Full time

    **About our client** Globally recognised as one of the top private equity funds, our client is looking for an investment banking or private equity analyst/associate with very strong modeling and analytical skills to join their team in Sydney. **What the job involves** - You will be responsible for the qualitative and quantitative assessment of the buyout...

  • Private Bank Analyst

    4 weeks ago

    Sydney, Australia Commonwealth Bank Full time

    **See yourself in our team** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to 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 products...

  • Private Wealth Associate

    6 days 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...

  • Associate Islamic Finance

    5 days ago

    Sydney, Australia National Australia Bank Full time

    Associate Islamic Finance **Associate Islamic Finance** **Job no**: 793836 **Business unit**: Business and Private **Primary position location**: 2CarringtonStreet2000, Sydney, **Work type**: Permanent Full time **Region**: NSW- Sydney CBD - **Recognised as a top #2 employer on the 2024 LinkedIn Top Companies list to grow your career**: - **Work in a...

  • Investment Associate

    5 days ago

    Sydney, Australia Jon Michel Executive Search Full time

    -Jon Michel Executive Search Sydney, Australia Posted 4 hours ago Hybrid Permanent Excellent - N - POSTED BY - Nissa Foster - RecruiterFollow - Opportunity to join a global climate specialist private equity firm, playing an active role in the end-to-end investment process.Investment Associate - Environmental Private Equity - Global climate specialist firm -...

  • Private Lending Manager

    4 days ago

    Sydney, Australia Westpac Group Full time

    Exciting new opportunity within Westpac Private Wealth - Barangaroo based, with working flexibility - High performing team culture **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 clients have access to a comprehensive offering, built around their goals,...

  • Private Lending Manager

    5 days ago

    Sydney, Australia Westpac Group Full time

    Sitting across Westpac, St.George and Bank of Melbourne - High performing team culture **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 clients have access to a comprehensive offering, built around their goals, and backed by the financial resources of one...

  • Associate, Natural Resources, Energy and Carbon

    1 week ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Associate, Natural Resources, Energy and Carbon - **You are looking to become a Client Coverage specialist in Institutional Banking & Markets**: - **We foster an innovative environment with client interaction, and offer training & development**: - **Together we can deliver solutions that support our clients current needs and future transitions** **See...

  • Private Lending Manager

    1 week ago

    Sydney, Australia Westpac Group Full time

    Exciting new opportunity within Westpac Private Wealth - Sydney CBD based, with working flexibility - High performing team culture **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 clients have access to a comprehensive offering, built around their goals,...

  • Associate, Private Equity

    1 day ago

    Sydney, Australia Partners Group Full time

    **What it's about** Partners Group currently has an opening for a driven, technically adept, articulate and highly professional Associate to join the Australian Private Equity direct investment team. The Australian PE team has country coverage responsibility across all sectors and work closely with Partners Group investment teams in the US and Europe who...

  • Analyst/associate - Sophisticated Private Markets

    5 days ago

    Sydney, Australia Jon Michel Executive Search Full time

    -Jon Michel Executive Search Sydney, Australia Posted 2 hours ago Permanent Excellent - N - POSTED BY - Nissa Foster - RecruiterFollow - Unique fund-to-fund & co-investment opportunities - Supportive and highly experienced management team, with stellar APAC track record - Opportunity to execute and grow mandate into new markets globallyOur client is a...

  • Associate, Execution Trader

    2 days ago

    Sydney, Australia Westpac Group Full time

    Join a high performing and experienced team in the High Net Worth market - Express your passion for investments and financial markets where you will continually learn - A rare opportunity to learn the skillset of an execution trader We are looking for an individual who is passionate about financial markets and client service. Key skills required for the...

  • Associate Islamic Finance

    7 days ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Region**: NSW- Sydney CBD - **Recognised as a top #2 employer on the 2024 LinkedIn Top Companies list to grow your career**: - **Work in a collaborative and inclusive team environment**: - **Be supported to learn and grow whilst developing the career you want** **It’s more than a career at NAB. It’s about more opportunity, more moments to make a...

  • Associate - Corporate (Public & Private M&a)

    7 days ago

    Sydney Central Business District, Australia Taylor Root Global Legal Recruitment Full time

    Associate Corporate (Public & Private M&A) **Location** Sydney CBD, New South Wales**Contract Type** Permanent**Posted** Posted 2 hours ago**Industry** Law firm**Expiry Date** 2023-05-23**Role** Our client, a top-tier global law firm, is looking to add a Lawyer or Associate to its high performing corporate transactions team. The corporate...

  • Product Owner

    7 days ago

    Sydney, Australia Commonwealth Bank Full time

    We support flexible working and are happy to discuss what this means for you **See yourself in our team** This role sits within the Private Banking & Advice Experiences Crew, which provides a range of services to the Wealth and Private businesses. Key services of the team are: - Business execution - Advice & Self-Directed Operations - Investment...

  • Associate, Non-bank Financial Institutions

    1 week ago

    Sydney, Australia Commonwealth Bank Full time

    **You are a looking to become a Client Coverage specialist in Institutional Banking** - **We are an innovative environment with client interaction, training & development.** - **Full time, permanent role based in Sydney supporting flexible working** **See yourself in our team**: Our Non-Bank Financial Institutions (NBFI) team provides a full range of...