Investment Director

4 weeks ago


Melbourne, Victoria, Australia Westpac Group Full time

Key Responsibilities:

As a Global Investment Services Director at Westpac Group, you will be responsible for providing unique and differentiated insights, expertise, and investment opportunities for self-directed, high net worth, wholesale clients.

Key Accountabilities:

  • Develop and execute client and prospect engagement plans to generate, close, and replenish client opportunity pipelines
  • Investment presentations to small and large groups of clients and stakeholders
  • Drive strategic and tactical initiatives to achieve year-on-year growth
  • Lead the engagement of clients at ongoing investment reviews
  • Drive banker capability uplift through education, learning, and development activities

About the Role:

This is a permanent opportunity to join our high-calibre expert team of Investment Specialists, focusing on supporting and advising HNW clients on their investment selection.

What You'll Need:

  • Bachelor of Commerce, Finance, Business, or a related discipline
  • Strong sales experience and track record of client engagement and management in financial markets/funds management/HNW segment
  • Investment expertise in asset classes across fixed income and/or Equities
  • Experience in the HNW client segment either within Private Banking or Private Wealth is desired
  • Strong presentation skills
  • Knowledge and demonstrated implementation of compliance and risk management
  • Advanced skills in Microsoft Office suite; Word, Excel, Outlook, PowerPoint
  • Exceptional literacy, numeracy, and attention to detail

About Westpac Group:

We are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities, and each other. At Westpac, making a difference means creating impact, unlocking our own and each other's passions, and transformative success stories to create better futures together.

What We Offer:

We'll empower you to shape your career path. Through personalised upskilling, mentoring, and training opportunities, you're in control of where you start and how you'll grow. As an equal opportunity employer, we are proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.


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