Investment Director

18 hours ago

Melbourne, Victoria, Australia Westpac Group Full time $120,000 - $250,000 per year

Job Description
Create your best future and join Westpac as an Investment Director, Global Investment Services.

What's the role?
As an Investment Director Global Investment Services, you'll use your superior sales skills to drive HNW and UHNW client growth. You'll partner and collaborate with our private banking team, as well as stakeholders across other business units, driving a collaborative approach to acquire new clients across Westpac Group. As part of our world class investments team, you'll present your technical expertise and generate a positive client experience. This full-time role is based in our Melbourne office.

What do I need?

  • Strong sales experience and track record of client engagement and management in financial markets/funds management/HNW segment
  • Investment expertise in multi asset classes across fixed income and/or Equities
  • Experience in the HNW client segment either within Private Banking or Private Wealth is desired
  • Strong presentation skills to deliver presentations to small and large groups of clients
  • Knowledge and demonstrated implementation of compliance and risk management
  • Language skills specifically Mandarin would be advantageous

Why join us?
We're obsessed with becoming our customers' #1 banking partner for life and we're looking for people who are passionate about helping us achieve that goal. In return, we're committed to making Westpac the best place to work in the country. Here are just a few of the ways we're already doing that:

  • Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates
  • Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave.
  • Tailored learning and development opportunities to help your grow your career within the bank.
  • Lots of opportunities to 'give back' to the Community by getting involved in our many volunteering initiatives.

Create your future today
To get started, simply click on the APPLY or APPLY NOW button

We're all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the
"People with Disability and/or needing Accessibility Requirements"
page on our website .

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