Associate Private Banker

at  WESTPAC BANKING CORPORATION

JOB DESCRIPTION

• Permanent opportunity based in Brisbane or Gold Coast
• Play a key role in supporting the day to day needs of our HNW clients
• Drive client satisfaction

HOW DO I APPLY?

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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. If you have questions about the recruitment process, please email talentacquisition@westpac.com.au.

The primary function of the Associate Private Banker is to partner with Private Bankers to retain and grow new and existing valuable client relationships in the HNW segment. As an Associate Private Banker you will play a key role in coordinating the delivery of our service proposition by:

• Being the first point of contact for the day to day needs of a portfolio of our HNW clients.
• Managing client expectations and keep them informed of progress.
• Facilitating the efficient execution of client needs through effective engagement of our service partners

In order to be successful in the role you will have experience of the following:

• Tertiary qualifications in a business-related discipline would be beneficial
• Strong frontline client experience within a Banking or Wealth related role
• Understanding of Consumer & Lending Products will be highly regarded
• RG146 Tier 2 Compliance qualificatio