Senior Case Management Analyst, FPO

2 weeks ago

Sydney, New South Wales, Australia Westpac Group Full time $90,000 - $120,000 per year

Create your best future and join us in the FM Product Operations Team

What's the role?

The FPO Case Management Team plays a vital role in ensuring our organization remains compliant with multiple regulations, protecting both the bank's reputation and financial assets.

This team collaborates closely with Relationship Managers, Product Fulfilment, Global Derivative Reform, Credit, Legal, and Compliance to streamline the onboarding process for new and existing Fund client relationships with Westpac. Their responsibilities include managing Front Office requests related to Fund onboarding, Westpac Australia CIV FM onboarding, and remediation efforts.

The Analyst is responsible for overseeing the end-to-end client onboarding process, ensuring all due diligence documentation is sourced, verified, and delivered to the WIB Operations teams efficiently.

What do I need?

  • Strong client focus with an emphasis on quality service and control
  • Excellent verbal and written communication skills
  • Ability to manage multiple tasks and adapt to changing priorities
  • Skilled in process ownership, problem-solving, and decision-making
  • Capacity to work under pressure and tight deadlines
  • Strong time management, organization, and relationship-building skills
  • Ability to quickly learn concepts and procedures
  • Proven expertise in project management

Preferred Qualifications & Expertise

  • Degree qualification preferred
  • Strong knowledge of FM Product Onboarding, KYC, Compliance, AML procedures
  • Deep understanding of the financial industry , particularly Institutional Banking
  • Experience with multiple client types (Corporates, NBFIs, Trusts, Funds, Partnerships, etc.)
  • Proven ability to adhere to controls and compliance standards

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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