Private Banker

6 days ago

Melbourne, Australia Westpac Group Full time

Be the key relationship point for providing an exceptional client experience
- Deliver holistic banking, wealth, and service propositions
- CBD based, with working flexibility

**How will I help?**

We are Australia’s leading Private Bank and the trusted financial partner of a select group of High-Net-Worth individuals. Our clients have access to a comprehensive offering, built around their goals, and backed by the financial resources of one of the World’s leading Financial Institutions. We truly understand the importance of having a long-term view. Our purpose is to help our clients and their families to create enduring financial advantage for generations.

As a Private Banker you will also:

- Develop and grow a portfolio of HNW client relationships via growth of existing and acquisition of new clients via internal and external sources
- Develop and maintain highly effective working relationships with all business partners within Private Wealth (eg GIS, APBs, POS, Lending)
- Collaborate with bank and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our HNW clients’ needs
- Maintain high levels of client prospecting and new business networking for acquisition purposes
- Identify, assess, and manage compliance obligations and issues.
- Drive a strong digital self-service adoption rate with clients and encourage clients to consider digital interactions

**What's in it for me?**

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 becoming one of the world’s great service companies. We’ll support 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 considered for this opportunity you will need to demonstrate:

- Experience in a client facing role within either Private, Business or Premium with a strong focus on lending (will consider extensive consumer lending experience)
- Strong knowledge of both Consumer and Business Lending credit policies and principles
- RG-146 certified and a desire to build your wealth knowledge and skills.
- A strong desire to grow your career and contribute to a collaborative environment

**What is it like to work there?**

As well as good pay and 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 helping them work towards industry-recognised qualifications, using online learning, training modules and career planning tools for you to grow with us. We'll even pay you to do volunteer or community work. 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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