Private Banker

Job Description

Join our award-winning Private Bank and provide exceptional service to our HNW clients Deliver a holistic banking service as well as our unique and market leading wealth proposition Sydney based with working flexibility How will I help? We are Australia’s leading Private Bank and the trusted financial partner of a select group of High Net Worth individuals. 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. As a Private Banker you will also: Develop and grow a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources Develop and maintain highly effective working relationships with all business partners within Private Wealth Collaborate with banking and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our HNW clients’ needs Identify, assess and manage compliance obligations and issues Maintain high levels of client prospecting and new business networking for acquisition purposes Drive a strong digital self-service adoption rate with clients and encourage clients to consider digital interactions What do I need? To be considered for this opportunity you will need to demonstrate: Experience in a personal client facing/relationship management role ideally within either Private Banking or Business/Commercial Banking (minimum 3 years+) Strong knowledge of Lending (particularly Consumer Lending, but experience with Commercial or Business Lending also highly valued) Strong knowledge of both Consumer and Business Lending credit policies and principles Ideally RG146 Tier 1 and Tier 2 certified and a desire to build your wealth knowledge and skills Established professional networks in HNW and UHNW space A strong desire to grow your career and contribute in a collaborative environment 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. 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 #J-18808-Ljbffr