02 Oct
|
Westpac
|
Melbourne
Join Westpac Private as a Private Executive.
What’s the Opportunity
At Westpac Private Bank, we work with some of Australia's most successful individuals, families, businessownersand executives, helping them navigate the opportunities and complexities that come with significant wealth.
Our clients value trusted relationships, deepexpertiseand access to a broad network of specialists across banking,lendingand wealth. We bring together the best of Westpac's capabilities to support clients across their banking,lendingand broader wealth needs through access to specialist capability.
As a Private Executive, you'll join a team focused on delivering exceptional outcomes for High Net Worth, Ultra High Net Worth and Family Office clients. You'll build meaningful, long-term relationships, partner with specialists across the Group and play a key role in helping clients achieve their personal, family and business goals.
This is an opportunity to work with sophisticated clients, continue to build an influential professional network and establish a rewarding career with Australia's leading private bank.
This is a full-time role based in Melbourne / Naarm, Wurundjeri Country.
What will I do?
- Manage a portfolio of High Net Worth, Ultra High-Net-Worth and Family Office clients across Victoria, providing tailored banking,lendingandwealthsolutions.
- Support clients with complex lending, transactional banking and wealth opportunities, working closely with specialist partners to deliver an integrated client experience.
- Build deep and enduring client relationships based on trust,responsivenessand a strong understanding of client needs.
- Grow your portfolio by deepening existing client relationships, utilising your skilled referralnetworksandidentifyingnew opportunities within the market.
- Collaborate with specialists across Private and the broader Westpac Group to deliver an integrated and seamless client experience.
- Maintain strong risk and compliance disciplines while exercising sound credit judgement.
What do I need?
- Proven success managing and growing relationships withHigh-Net-Worth clients,family offices, largebusinessownersand professional adviser networks.
- Strong lending capability across consumer lending, with broader business or commercial lending experience highly regarded.
- Sound knowledge of credit policy, riskmanagementand credit decision-making.
- Strong collaboration skills and the ability to work with specialists across the bank to achieve great client outcomes
- A bachelor's degree or equivalent skilled experience and industry qualifications.
- RG146 Tier 1 and Tier 2 accreditation (or a willingness to obtain), with the wealth knowledge and confidence to support sophisticated client conversations and partner effectively with specialist wealth teams.
- A proactive, commercial mindset with the ability toidentifyopportunities and deliver high-quality client outcomes.
Why Westpac Private?
We're committed to becoming our clients' most valued private banking partner by bringing together the strength of Westpac's banking,lendingand specialist wealth capabilities. To achieve that, we invest in exceptional people and create an environment where they can build meaningful careers with sophisticated clients. We offer:
- Tailored learning and development programs to support your career growth.
- Opportunities to collaborate with experienced banking and wealth specialists.
- Competitive employee advantages, includingspecial offerson banking products and employee-only home lending benefits.
- Flexible ways of working that supports work-life balance.
- A strong commitment to diversity,inclusionand community engagement.
If you need any adjustments during the recruitment process, you can find more information and contact details on our FAQs and how to contact us page, under the ‘Diversity, sustainability and flexibility’ section.
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📌 Private Executive (Melbourne)
🏢 Westpac
📍 Melbourne