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Associate Private Banker

2 months ago

Council of the City of Sydney, Australia Westpac Full time
About the Role

We are seeking a highly motivated and experienced Associate Private Banker to join our team at Westpac. As an Associate Private Banker, you will play a key role in supporting the day-to-day needs of our High Net Worth (HNW) clients.

Key Responsibilities
  • Partner with Private Bankers to retain and grow new and existing valuable client relationships in the HNW segment.
  • Coordinate the delivery of our service proposition by being the first point of contact for the day-to-day needs of a portfolio of HNW clients.
  • Manage client expectations and keep them informed of progress.
  • Facilitate the efficient execution of client needs through effective engagement of our service partners.
Requirements
  • 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 We Offer

As an Associate Private Banker at Westpac, you will have the opportunity to work with a collaborative team of passionate people who are dedicated to making a difference for our customers, our communities, and each other.

We offer a range of employee benefits to help you manage your priorities, including competitive remuneration, flexible working arrangements, and access to a wide range of training and development opportunities.

We are committed to creating a culture and work environment that values diversity and flexibility, and champions inclusion.