
Private Executive Wealth
7 days ago
Private Banking Acquisition focus, investment led
- Proactively seek out new U/HNW clients and prospect opportunities Permanent, full time role in Southport
**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 relationship leader and acquisition specialist to develop and grow a portfolio of high-net-worth client relationships via growth of existing and acquisition of new clients via internal and external sources.
On a daily basis, you’ll enjoy:
- Developing and growing a portfolio of high-net-worth client relationships via growth of existing and acquisition of new clients via internal and external sources
- Driving engagement with clients to coordinate the delivery of our holistic banking, wealth and service proposition
- Developing and maintaining highly effective working relationships with all business partners within Private Wealth (eg GIS, APBs, POS, Lending)
- Collaborating with bank and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our U/HNW clients’ needs
- Managing customer expectations for banking, lending and wealth opportunities. Managing compliance obligations and issues including AML/KYC
**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 purpose is creating better futures together.
We’ll back you in the development of your team with a supportive structure and the resources to be an Employer of Choice.
**What do I need?**
We’d love to hear from seasoned bankers with significant experience across Private Banking and/or Private Wealth with an understanding of Lending. Importantly you need strong acquisition capability, together with:
- RG146 Qualifications -preferred.
- Strong experience in the HNW client segment
- Strong presentation skills with the ability to build credibility with diverse audiences Investments experience across multiple asset classes will also be highly regarded
**What’s it like to work there?**
We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. 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?**
To submit your interest in this position please click the **APPLY **button.
**_Do you need reasonable adjustments during the recruitment process? _**
- At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community. _
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