Associate Private Banker

Westpac

Brisbane, QLD
Permanent
Full-time

18 days ago

Job Description:

Permanent opportunity based in Brisbane or Gold Coast
Play a key role in supporting the day to day needs of our HNW clients
Drive client satisfaction

How will I help?Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will help them grow, manage and protect their wealth. We strive to create enduring partnerships with a deep understanding of their banking and wealth needs, enabling us to provide a truly compelling, holistic and bespoke financial service.The primary function of the Associate Private Banker is to partner with Private Bankers to retain and grow new and existing valuable client relationships in the HNW segment. As an Associate Private Banker you will play a key role in coordinating the delivery of our service proposition by:

Being the first point of contact for the day to day needs of a portfolio of our HNW clients.
Managing client expectations and keep them informed of progress.
Facilitating the efficient execution of client needs through effective engagement of our service partners.

While aligned to a specific Private Banker(s) and clients, the role forms part of a broader team of Associate Private Bankers, led by a Director of Client Services, responsible for working together to provide a compelling service proposition to our clients.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?In order to be successful in the role you will have experience of the following:

Tertiary qualifications in a business-related discipline would be beneficial
Strong frontline client experience within a Banking or Wealth related role
Understanding of Consumer & Lending Products will be highly regarded
RG146 Tier 2 Compliance qualification

What's it like to work there?We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. 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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