Job Description Showcase our value proposition and your superior acquisition skills to proactively drive new HNW client growth.
Collaborate with Global Investment Services Directors to drive investment solutions.
Investment and lending experience along with existing relationships and networks is desirable.
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 acquisition.
Our clients have access to a comprehensive offering, built around their goals, and backed by the financial resources of Australia's leading Private Bank.
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 a significant part of the future of a business that has been around for 200 years. Our purpose is to create better futures together.
So, we'll back you in the development of your career, internal career prospects, and flexible working. You'll also keep learning to grow, backed by a fantastic team of people with a can-do, supportive structure.
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 are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities, and each other.
At Westpac, making a difference means creating impact, unlocking our own and each other's passions, and transformative success stories to create better futures together.
As well as competitive remuneration and a great culture, joining the Westpac family gives you access to a wide range of employee benefits to help you manage your priorities - whether that means family life, work/life balance, ambition to grow or all the little perks in between.
We'll empower you to shape your career path. Through personalised upskilling, mentoring, and training opportunities, you're in control of where you start and how you'll grow.
As an equal opportunity employer, we are proud to have created a culture and work environment that values diversity and flexibility and champions inclusion.
How do I apply? Start here. Just click on 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 Option 2.3 or email.
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