Private Executive

About the Company

Responsibilities

• ● Build trusted relationships with a portfolio of high-net-worth clients, supporting them through every stage of their financial journey
• ● Take the time to understand what matters most to clients, providing personalised banking and wealth solutions while connecting them with specialist expertise across Westpac Private
• ● Combine exceptional service, strategic networking and proactive client engagement to create meaningful and lasting partnerships
• ● Work closely with experienced colleagues across Private Banking, Lending and Wealth to broaden expertise and contribute to a collaborative and high performing team dedicated to delivering outstanding customer outcomes

Requirements

• ● A passion for building trusted relationships and delivering exceptional experiences for high-net-worth clients
• ● Confidence identifying opportunities, growing networks and developing new business through referrals and professional connections
• ● The ability to understand complex banking, lending and wealth needs and connect clients with tailored solutions
• ● Strong collaboration skills and the ability to work with specialists across the bank to achieve great client outcomes
• ● Sound judgement, risk awareness and a commitment to doing what's right for customers

Benefits

• ● Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates
• ● Flexible work arrangements to help 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 grow career within the bank
• ● Opportunities to 'give back' to the Community by getting involved in volunteering initiatives