Private Wealth Executive
vor 1 Monat
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 growth of existing and new-to-bank clients.
Our clients have access to a comprehensive offering, built around their goals, and backed by the financial resources of one of the World's leading Financial Institutions.
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 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 aim to provide one big, supportive team of people who love helping others succeed.
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.
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. 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 . Westpac is Australia's oldest bank and company, one of four major banking organisations in Australia and one of the largest banks in New Zealand.
We provide a broad range of banking and financial services in these markets, including consumer, business and institutional banking and wealth management services.
Perks and benefits include flexible working arrangements, leave to support lifestyle and wellbeing, family first policies, career growth opportunities, health and wellbeing initiatives, and discounted banking products and services.
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