High Net Worth Client Portfolio Manager
6 days ago
As a key member of our wealth management team, you will play a crucial role in delivering exceptional service to our highest value clients. You will be part of a team that truly understands the importance of having a long-term view and is dedicated to helping clients create enduring financial advantage for generations.
- You will develop and grow a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources.
- Collaborate with banking and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our HNW clients' needs.
- Identify, assess and manage compliance obligations and issues.
- Maintain high levels of client prospecting and new business networking for acquisition purposes.
You will build your profile internally and externally with stakeholders and be part of the future of a business that has been around for 200 years and whose vision is focused on creating better futures together.
We offer a great culture, competitive pay and some of the best banking, wealth and insurance benefits in the market. We back our employees by helping them work towards industry-recognised qualifications, using online learning, training modules and career planning tools for you to grow with us.
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High Net Worth Client Portfolio Manager
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