Associate Private Banker

2 days ago

Perth, Australia Westpac Group Full time

12 months secondment opportunity in Perth
- Play a key role in supporting the day to day needs of our HNW clients
- Drive client satisfaction

**How will I help?**

Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will help them grow, manage and protect their wealth. We strive to create enduring partnerships with a deep understanding of their banking and wealth needs, enabling us to provide a truly compelling, holistic and bespoke financial service.

The primary function of the Associate Private Banker is to partner with Private Bankers to retain and grow new and existing valuable client relationships in the HNW segment. As an Associate Private Banker you will play a key role in coordinating the delivery of our service proposition by:

- Being the first point of contact for the day to day needs of a portfolio of our HNW clients.
- Managing client expectations and keep them informed of progress.
- Facilitating the efficient execution of client needs through effective engagement of our service partners.

While aligned to a specific Private Banker(s) and clients, the role forms part of a broader team of Associate Private Bankers, led by a Client Service Manager, responsible for working together to provide a compelling service proposition to our clients.

**What do I need?**

In order to be successful in the role you will have experience of the following:

- 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’s it like to work there?**

You’re in control of your own destiny - work hard and you’ll see great success. We aim to provide one big, supportive team to help us reach our vision to become one of the world’s great service companies. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.

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