Job Description
Description
Deliver a holistic banking service as well as our unique and market leading wealth proposition
12 month temporary placement/secondment
Melbourne based with working flexibility
How will I help?
At Westpac Private Bank, we are the trusted financial partner for a select group of High Net Worth individuals. Our clients benefit from a comprehensive suite of services tailored to their unique goals, supported by the financial strength of one of the world’s top financial institutions. We understand the importance of a long-term perspective and are dedicated to helping our clients and their families create lasting financial advantages for generations to come.
As a Private Banker, you will:
Cultivate and expand a portfolio of high net worth client relationships through both existing clients and new acquisitions from internal and external sources.
Foster strong partnerships with all business partners within Private Wealth.
Collaborate seamlessly with banking and wealth management product/distribution partners across the Westpac Group to deliver solutions that meet our high net worth clients’ needs.
Identify, assess, and manage compliance obligations and issues effectively.
Maintain high levels of client prospecting and new business networking to drive acquisitions.
Promote digital self-service adoption among clients and encourage digital interactions.
What’s in it for me?
You’ll play a significant part of the future of a business that has been around for over 200 years. Our purpose is to create better futures together. So, we’ll back you in the development of your career, internal career prospects, and flexible working. You’ll also keep learning to grow your career, backed by a fantastic team of people with a can-do, supportive structure. Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
What do I need?
To be considered for this exciting opportunity, you will need to demonstrate:
Proven experience in a personal client-facing or relationship management role, ideally within Private Banking or Business/Commercial Banking (minimum 2 years).
In-depth knowledge of Lending, particularly Consumer Lending, with experience in Commercial or Business Lending highly valued.
Strong understanding of both Consumer and Business Lending credit policies and principles.
RG146 Tier 1 and Tier 2 certification (ideal) and a passion for building your wealth knowledge and skills.
Established professional networks in the High Net Worth (HNW) and Ultra High Net Worth (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.
Deliver a holistic banking service as well as our unique and market leading wealth proposition
12 month temporary placement/secondment
Melbourne based with working flexibility
How will I help?
At Westpac Private Bank, we are the trusted financial partner for a select group of High Net Worth individuals. Our clients benefit from a comprehensive suite of services tailored to their unique goals, supported by the financial strength of one of the world’s top financial institutions. We understand the importance of a long-term perspective and are dedicated to helping our clients and their families create lasting financial advantages for generations to come.
As a Private Banker, you will:
Cultivate and expand a portfolio of high net worth client relationships through both existing clients and new acquisitions from internal and external sources.
Foster strong partnerships with all business partners within Private Wealth.
Collaborate seamlessly with banking and wealth management product/distribution partners across the Westpac Group to deliver solutions that meet our high net worth clients’ needs.
Identify, assess, and manage compliance obligations and issues effectively.
Maintain high levels of client prospecting and new business networking to drive acquisitions.
Promote digital self-service adoption among clients and encourage digital interactions.
What’s in it for me?
You’ll play a significant part of the future of a business that has been around for over 200 years. Our purpose is to create better futures together. So, we’ll back you in the development of your career, internal career prospects, and flexible working. You’ll also keep learning to grow your career, backed by a fantastic team of people with a can-do, supportive structure. Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
What do I need?
To be considered for this exciting opportunity, you will need to demonstrate:
Proven experience in a personal client-facing or relationship management role, ideally within Private Banking or Business/Commercial Banking (minimum 2 years).
In-depth knowledge of Lending, particularly Consumer Lending, with experience in Commercial or Business Lending highly valued.
Strong understanding of both Consumer and Business Lending credit policies and principles.
RG146 Tier 1 and Tier 2 certification (ideal) and a passion for building your wealth knowledge and skills.
Established professional networks in the High Net Worth (HNW) and Ultra High Net Worth (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.
💡 Quick Summary
Seeking a career-building opportunity? The Private Banker position is now open for candidates interested in the Receptionist & Front office Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Receptionist & Front office Jobs is a plus.