Private Banker Associate

1 month ago

Brisbane, Queensland, Australia Westpac Full time
About the Role

We are seeking a highly motivated and experienced Associate Private Banker to join our team in Brisbane City, QLD. 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 work closely with Private Bankers to retain and grow new and existing client relationships.

Key Responsibilities
  • Be 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 a valued member of our team, you will have the opportunity to work for a well-known Australian company where the customer is at the heart of everything we do. You'll be encouraged to grow and develop your career with us and will be given the opportunity to further yourself through internal secondments and training. We pay a competitive salary and have great staff benefits and perks, including discounted movie tickets, internal shopping sites, and flexible leave options.

About Us

We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. Working with us, you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.

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