Investment Director
Vor 7 Tagen
Get set for your next great career move. Join our growing world class Global Investment Services Team Multi asset class and multi-currency investment specialist Permanent Opportunity How will I help? Global Investment Services seek to provide unique and differentiated insights, expertise and investment opportunities for self-directed, high net worth, wholesale clients.
Reporting to the Head of South Region, as a Global Investment Services (GIS) Director you will join a high calibre expert team of Investment Specialists with a focus on supporting and advising HNW clients on their investment selection.
As a Director you will partner and collaborate with our private banking team, as well as stakeholders across other business units, driving a collaborative approach to acquire new clients across Westpac Group by presenting your technical expertise and generating a positive client experience.
Other day to day responsibilities will include:
Develop and execute client and prospect engagement plans to generate, close and replenish client opportunity pipelines Investment presentations to small and large groups of clients and stakeholders Drive strategic and tactical initiatives to achieve year on year growth Lead the engagement of clients at ongoing investment reviews Drive banker capability uplift through education, learning and development activities. What's in it for me? The opportunity to be part of the ongoing growth and development of GIS, world-class, market leading proposition of Westpac Private Bank.
You will build your profile internally and externally with stakeholders and be part of the future of a business that has been around for 200 years and whose vision is becoming one of the world's great service companies.
We will back you in the development of your career, with internal career prospects and flexible working.
You'll also be backed by a fantastic team of people in a can-do, supportive structure.
What do I need? Bachelor of Commerce, Finance, Business or a related discipline Strong sales experience and track record of client engagement and management in financial markets/funds management/HNW segment. Investment expertise in asset classes across fixed income and/or Equities. Experience in the HNW client segment either within Private Banking or Private Wealth is desired. Strong presentation skills Knowledge and demonstrated implementation of compliance and risk management Advanced skills in Microsoft Office suite; Word, Excel, Outlook, PowerPoint Exceptional literacy, numeracy and attention to detail What's 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're all about creating a supportive culture and ensuring our workplaces, branches, products, and services are accessible and inclusive for everyone—our customers, employees, and the wider community.
If you're interested in discussing workplace flexibility, please feel free to mention it in your application.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, veterans and reservists, 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 email ******.
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