Manager, Private Wealth

2 weeks ago

Sydney, Australia Westpac Group Full time

**How will I help?**

The Private Wealth Manager role exists to support the Head of Finance and Senior Manager in the delivery of reporting and insights to help achieve the financial objectives of the Private Wealth (PW) business.

The role will work closely with the business to help drive high performance, including identifying capacity issues, forecasting forward volume requirements, output levels, quality and helping to shape and track initiatives to uplift productivity. The individual will be required to have strong business partnering and stakeholder management skills, a desire to work closely with the business and have excellent communication and presentation skills.

Private Wealth is part of the Consumer and Business Banking Division, responsible for Relationship Managing the banking and wealth needs of Westpac Group’s High Net Worth clients. The team consists of around 500 FTE including leaders, bankers, GIS directors, lenders, and service support roles. The business has a national network with presence in all states and is a multi-brand business including Westpac, St.George and Bank of Melbourne brands.

**What’s in it for me?**

You’ll play an important and significant part in the future of a business that has been around for 200 years and be instrumental in achieving our purpose of helping Australians and New Zealanders succeed. So, we’ll back you in the development of your career, with internal career prospects and flexible working. You’ll also be backed by a fantastic team of people in a can-do, supportive structure.

**What do I need?**

To be a customer relationship focused professional who resonates with our core values of HELPS (Helpful, Ethical, Leading Change, Performing, Simple). Ideally you will bring program solving, teamwork, and learning agility to this Private Wealth Manager role. As we as the following:

- Have financial management and financial services industry experience
- Have financial management experience, including balance sheet, expenses, FTE and productivity, and core finance processes.
- Stakeholder management, knowledge of key business driver and performance metrics
- Have business acumen, commercial judgement, and communication skills to match
- Tertiary qualification and professional qualifications required, CA, CPA, or CFA

**What’s it like to work there?**

As well as a great culture, joining the Westpac family means you’ll get some of the best banking, wealth, and insurance benefits in the market. We back our employees by coaching and facilitating training and providing career planning tools for you to grow with us. 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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