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Private Banker Associate
2 months ago
Role Overview
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 and contributing to the growth of our Private Wealth business.
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
- A collaborative team environment with a shared ambition to make a difference for our customers, our communities, and each other.
- Competitive remuneration and a great culture.
- Access to a wide range of employee benefits to help you manage your priorities.
- Opportunities for upskilling, mentoring, and training to help you grow your career.
How to Apply
Interested candidates should submit their application through our online portal. We welcome applications from candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disabilities, neurodiverse individuals, veterans and reservists, and Indigenous Australians.