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Investment Analyst
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Investment Director
vor 2 Monaten
Corporate Finance & Investment Banking (Banking & Financial Services) Full time Take your institutional investment skills and apply directly to HNW investors
Join our growing world-class Global Investment Services Team Showcase your superior investment knowledge across multi-asset classes Utilise your superior sales skills to drive HNW and UHNW client growth How will I help?
Global Investment Services seeks to provide unique and differentiated insights, expertise, and investment opportunities for self-directed, high net worth, wholesale clients.
Reporting to the Head of North/South Region, as a Global Investment Services (GIS) Director you will join a high-caliber 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, a 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 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 is 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.
We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disabilities, neurodiverse individuals, veterans and reservists, and Indigenous Australians to apply.
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