Associate Private Banker

4 days ago

Brisbane, Australia Westpac Group Full time

Play a key role in supporting the day to day needs of our HNW clients
- Drive client satisfaction within Westpac Private
- CBD based opportunity, with flexible working arrangement

**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’s in it for me?**

You’ll be part of a market leading proposition within Westpac Private Wealth. Additionally, you’ll have the opportunity to 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.

**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 role. As we as 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?**

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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