Private Executive

3 weeks ago

Sydney, Australia Westpac Full time

**Private Banking Acquisition role focused on Lending**:

- **Proactively seek out new HNW clients and prospect opportunities**:

- **Drive the next chapter of growth for Westpac Private Wealth**

**How will I help?**

Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high net worth clients.

We have a vacancy for a senior relationship leader and acquisition specialist to develop and grow a portfolio of high net worth client relationships through growth of existing and acquisition of new clients from both internal and external sources.

On a daily basis, you’ll enjoy:

- Developing and growing a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources
- Driving engagement with clients to coordinate the delivery of our holistic banking, wealth and service proposition
- Developing and maintaining highly effective working relationships with all business partners within Private Wealth
- Collaborating with bank and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our HNW clients’ needs
- Managing customer expectations for banking, lending and wealth processes
- Managing compliance obligations and issues including AML/KYC

**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?**

We’d love to hear from seasoned bankers with significant lending experience, ideally across Private Banking and/or Private Wealth. In this role, it would be helpful if you have had experience working with mortgage brokers or were able to draw on relationships with mortgage brokers for new referrals.

Importantly you need strong acquisition capability, together with:

- Strong experience in the HNW client segment
- Strong presentation skills with the ability to build credibility with diverse audiences
- Investments experience across multiple asset classes will also be well regarded
- RG146 Qualifications are required within 6 months from commencement

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

We aim to provide one big, supportive team of people who love helping others succeed. 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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