Private Executive at Westpac Group

Gold Coast City, Queensland, Australia -

Full Time

Start Date

Immediate

Expiry Date

12 Apr, 26

Salary

0.0

Posted On

12 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

RG146 Compliance, AML/KYC Obligations, Client Portfolio Management, Banking, Lending, Wealth Management, Alternate Investments, Bonds, Hybrids, Foreign Exchange, Interest Rate Swaps, Commercial Acumen, Risk Management, Relationship Building, Stakeholder Engagement, Professionalism

Industry

Financial Services

Description

Create your best future and join Westpac as a Private Executive. What’s the role? As a Private Executive within Westpac Private Bank based on the Gold Coast, you’ll be entrusted with managing and growing a portfolio of high-net-worth clients. This is a relationship-first role where you’ll deliver bespoke banking, lending and wealth solutions tailored to each client’s unique needs. You’ll collaborate across our Private Wealth ecosystem and broader Westpac Group to ensure seamless delivery of our full-service proposition. With a strong focus on acquisition, advocacy and portfolio performance, you’ll play a pivotal role in shaping the financial futures of Australia’s most successful individuals and families. What do I need? RG146 compliant with deep understanding of AML/KYC obligations. Proven success in acquiring and growing HNW client portfolios. Mastery in banking, lending or wealth (ideally across all three). Strong understanding of alternate investments, bonds, hybrids, FX and interest rate swaps. Commercial acumen with a focus on portfolio profitability and risk management. Exceptional relationship-building and stakeholder engagement skills. Ability to navigate complex client needs with discretion, insight and professionalism. Why join us? We’re obsessed with becoming our customers #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that: Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates! Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave. Tailored learning and development opportunities to help your grow your career within the bank. Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives Create your future today To get started, simply click on the APPLY or APPLY NOW button We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community. If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on our website. #privatebank

Responsibilities

Manage and grow a portfolio of high-net-worth clients while delivering tailored banking, lending, and wealth solutions. Collaborate across the Private Wealth ecosystem to ensure seamless service delivery.