Private Wealth Executive

19 hours 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? _



  • Sydney, New South Wales, Australia Rivkin Private Wealth Full time $80,000 - $120,000 per year

    Company DescriptionEstablished in 2010, Rivkin Private Wealth is a boutique family office based in Sydney, specializing in diversified financial solutions across various asset classes. Catering to a diverse clientele, including entrepreneurs, executives, and business owners, our team of expert advisors maintains the highest standards of professionalism....


  • 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...


  • Council of the City of Sydney, Australia Macquarie Bank Limited Full time

    Overview 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...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentWe are working on a great role as Office & Events Coordinator with a leading Australian Wealth Management Advisory firm.** **This opportunity will be a** **permanent position based in Sydney. The role will be responsible for supporting Head of Wealth / Head of Advice and the Private Wealth management leadership team with...

  • Private Executive

    2 weeks ago


    Sydney, Australia Westpac Full time

    **Private Banking Acquisition role focused on Lending**: - **Proactively seek out new HNW clients and prospect opportunities**: - **Drive the next chapter of growth for Westpac Private Wealth** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high net worth clients. We...

  • Private Wealth

    1 week ago


    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentA Tier 1 Private Wealth Manager is seeking a Dealers Assistant to join their team and require Fluent Cantonese language skills. Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin...


  • Sydney Central Business District, 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...


  • Sydney, New South Wales, Australia Goldman Sachs Full time US$1,200,000 - US$2,000,000 per year

    Job DescriptionASSET & WEALTH MANAGEMENTAboutBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds,...


  • Sydney, New South Wales, Australia Goldman Sachs Australia Pty Ltd Full time US$1,500,000 - US$2,000,000 per year

    ASSET & WEALTH MANAGEMENTBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies,...


  • Sydney, New South Wales, Australia Private Wealth Network Full time $104,000 - $130,878 per year

    Location:Sydney CBD, AustraliaReports To:Head of Marketing, Communications and EventsEmployment Type:Permanent, Full-TimeWork Arrangement:Hybrid (3 days in-office, 2 days remote)About UsPrivate Wealth Network (PWN) is a leading membership organisation for individuals and families with significant wealth. We curate high-calibre forums, experiences, and...