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Private Wealth Manager
2 months ago
We are seeking a highly skilled and experienced Private Wealth Manager to join our team at Westpac Group. As a Private Wealth Manager, you will be responsible for driving client growth and acquisition opportunities, partnering with Global Investment Services Directors to drive investment solutions, and providing a holistic banking, wealth, and service proposition to Private clients.
Key Responsibilities- Client Relationship Management: Proactively build and maintain deep client relationships in the High Net Worth (HNW) and Ultra High Net Worth (UHNW) sector, providing tailored Private Banking, Investment, and Wealth solutions.
- Business Development: Drive client acquisition and business development in the Banking, Investment, and Wealth industry, leveraging your expertise and network to identify new opportunities.
- Collaboration and Communication: Partner with peers across different teams and segments to deliver a seamless client experience, ensuring strong collaboration and effective communication.
- Compliance and Risk Management: Ensure thorough client due diligence, including Anti-Money Laundering (AML) and Know Your Customer (KYC) obligations, and maintain a robust understanding of policy and risk controls.
As a Private Wealth Manager at Westpac Group, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client experiences. You will be empowered to thrive in a supportive and inclusive environment, with access to continuous learning and development opportunities.
We are committed to creating a culture that values diversity, flexibility, and accessibility, and we invite candidates from all backgrounds to apply. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.