Senior Wealth Strategist

5 days ago

Melbourne, Victoria, Australia beBeeProfessional Full time $150,000 - $250,000
Job Overview

As a seasoned banking professional, you'll partner with high-net-worth clients to deliver bespoke wealth solutions and grow their portfolios.

Role Responsibilities

You'll be at the forefront of Westpac's Private Bank, working closely with clients to identify opportunities and provide tailored banking and investment services. With a strong focus on client relationships and portfolio growth, you'll be responsible for:

  • Building deep connections with HNW/UHNW clients to understand their unique needs and preferences.
  • Developing and implementing comprehensive banking and wealth strategies to drive client outcomes.
  • Collaborating with cross-functional teams to leverage global expertise and resources.
  • Staying up-to-date with industry trends and market insights to inform client advice and recommendations.
What We're Looking For

We're seeking a skilled and experienced banking professional who can bring a client-centric approach to this role. Key qualifications include:

  • A strong track record in client acquisitions and relationship-building.
  • Proven ability to develop and implement effective banking and wealth strategies.
  • Excellent communication and interpersonal skills, with a strong ability to build trust with clients.
  • Ability to work collaboratively across teams to achieve client outcomes.
  • Strong understanding of compliance and risk management principles.
Why Join Us

At Westpac, we're committed to creating a supportive and inclusive community where everyone can thrive. As a valued member of our team, you'll enjoy a range of benefits, including:

  • Opportunities for career growth and development.
  • A collaborative and dynamic work environment.
  • A competitive compensation package and benefits program.
  • Access to ongoing training and education programs.

If you're passionate about delivering exceptional client experiences and driving business growth, we'd love to hear from you

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