Investment Director
vor 4 Wochen
Investment Director (Global Investment Services)
Westpac Banking Corporation, Melbourne, Australia
Job Description
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 seeks 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 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
How do I apply?
Start here.
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