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Senior Private Banker

2 months ago


Sydney, New South Wales, Australia Westpac Group Full time
About the Role

We are seeking a highly skilled and experienced Senior Private Banker to join our team at Westpac Group. As a Senior Private Banker, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with tailored financial solutions and advice.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with high net worth clients, understanding their financial goals and objectives.
  • Financial Solutions: Provide clients with tailored financial solutions, including investment and wealth management advice.
  • Collaboration: Work closely with colleagues across different teams and segments to deliver a holistic banking and wealth proposition to clients.
  • Compliance and Risk: Ensure thorough client due diligence, including anti-money laundering and know-your-customer obligations, and maintain a robust understanding of policy and risk controls.
What We Offer

As a Senior Private Banker at Westpac Group, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. We offer a supportive culture, flexible work arrangements, and a range of benefits to support your career development and well-being.

Requirements
  • Experience: Proven success in building deep client relationships in the high net worth sector, with a strong understanding of private banking, investment, and wealth management solutions.
  • Skills: Strong collaboration and communication skills, with the ability to work effectively with colleagues across different teams and segments.
  • Compliance and Risk: Strong competence in managing compliance and risk, with a thorough understanding of policy and risk controls.