Private Wealth Executive (Acquisition) - Private Banking

Westpac

Melbourne, VIC
Permanent
Full-time

16 days ago

Job Description:

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?To be set up for success as the preferred candidate, you will need to demonstrate:

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.At Westpac we are committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products and services for our customers, employees, and community. This role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. If you have questions about the recruitment process, please email .Do you need reasonable adjustments during the recruitment process?We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please call 1800 655 592 Option 2.3 or email

Westpac

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