Private Wealth Executive

4 days ago

Sydney, Australia Westpac Group Full time

**Proactively drive new HNW client growth and acquisition opportunities**:

- **Partner with Global Investment Services Directors to drive investment solutions**:

- **Permanent opportunity
**How will I help?**

Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients.

We’ve created a new exciting opportunity for a Senior Private Wealth Specialist to develop and grow a portfolio of high-net-worth Private Banking client relationships through growth of existing and new-to-bank clients.

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.

**What’s in it for me?**

You'll play an important part in driving the future of a business that has been around for over 200 years and in return, we'll support you in the development of your career. With continuous opportunities to learn and grow in an inclusive environment backed by a fantastic team of passionate and knowledgeable people, you'll be empowered to thrive with us.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

**What do I need?**
- Proven success in building deep client relationships in the HNW/UHNW sector as it pertains to Private Banking, Investment or Private Wealth solutions
- Proven tangible success in client acquisition and/or business development in the Banking, Investment or Wealth industry
- Strong capability in delivering a holistic banking, wealth, and service proposition to Private clients
- Evidence of strong collaboration with peers across different teams and/or segments Strong competence in managing compliance and risk; ensuring thorough client due diligence, including AML/KYC obligations, and robust understanding of policy and risk controls

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

We aim to provide one big, supportive team of people who love helping others succeed. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we’re proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.

**How do I Apply?**

Start here. Select the **APPLY **or **APPLY NOW **button.

**_Do you need reasonable adjustments during the recruitment process? _

  • Private Wealth

    2 weeks ago

    Sydney, New South Wales, Australia Blackstone Full time

    Blackstone is the world's largest alternative asset manager.We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work.We do this by using extraordinary people and flexible capital to help companies solve problems.Our $1.1 trillion in assets under management include...

  • Private Wealth

    34 minutes ago

    Sydney, New South Wales, Australia Blackstone Full time

    Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include...

  • 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...

  • Private Wealth Adviser

    2 weeks ago

    Sydney, Australia Chandler Macleod Full time

    An excellent opportunity has arisen for an experienced Private Wealth adviser join a leading Australian Private Bank. You will also work with an affluent existing client base and work closely with the Senior Private Wealth Adviser servicing holistic and wholesale advice. This role is a rare opportunity to work alongside a strong back office team along with...

  • Private Wealth Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicants Join to apply for the Private Wealth Advisor role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...

  • Private Wealth Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Business Development & Sales, Wealth Management We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client...

  • Private Wealth Advisor

    3 days ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicantsJoin to apply for the Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...

  • Private Wealth Portfolio Administrator

    2 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryThis role is an urgent hire within the Portfolio Administration team of this leading Private Wealth Management firm. The position is an initial 12 month contract with a view for extension. Must have private wealth / banking operations. This role supports the portfolio team with processing and reporting...

  • Investment Associate

    12 hours ago

    Sydney, Australia Commonwealth Bank Full time

    **About us**: **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative...

  • Chapter Lead

    13 hours ago

    Sydney, Australia Commonwealth Bank Full time

    **Chapter Lead, Wealth & Private Line 1 Risk** **See yourself in our team** Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 10 million + personal and small business customers. Within Retail Banking Services RBS - Wealth & Private (W&P) delivers propositions that help our...