Private Banking Executive: Trusted Partner For Hnw Clients in Melbourne

Private Banking Executive: Trusted Partner For Hnw Clients in Melbourne

Melbourne Full-Time 90000 - 110000 $ / year (est.) On-site
W

At a Glance

  • Tasks: Build trusted relationships with high-net-worth clients and provide tailored banking solutions.
  • Company: Join Westpac Private, a leading private banking business in Australia.
  • Benefits: Enjoy flexible work arrangements, special offers, and tailored career development.
  • Other info: Inclusive workplace with opportunities to give back to the community.
  • Why this job: Make a real impact on clients' financial journeys while growing your professional network.
  • Qualifications: Passion for client relationships and strong collaboration skills required.

The predicted salary is between 90000 - 110000 $ per year.

Create your best future and join Westpac Private as a Private Executive.

What’s the role?

At Westpac Private, relationships are at the heart of everything we do.

As a Private Executive, you'll be the trusted partner to a portfolio of high-net-worth clients, providing personalised support across their banking, lending and wealth needs.

You'll take the time to understand each client's goals, ambitions and priorities, helping them navigate important financial decisions and connecting them with the right specialists when needed.

Whether you're deepening existing relationships, identifying new opportunities or collaborating with colleagues across the bank, you'll play an important role in delivering an exceptional client experience.

This is an opportunity to build long term relationships with successful individuals, families and business owners, becoming a valued part of their financial journey while representing one of Australia's leading private banking businesses.

This is a full-time role based in Melbourne / Naarm, Wurundjeri Country.

What do I need?

  • A passion for building trusted relationships and delivering exceptional experiences for high-net-worth clients
  • Confidence identifying opportunities, growing networks and developing new business through referrals and professional connections
  • The ability to understand complex banking, lending and wealth needs and connect clients with tailored solutions
  • Strong collaboration skills and the ability to work with specialists across the bank to achieve great client outcomes
  • Sound judgement, risk awareness and a commitment to doing what's right for customers

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 more information and contact details on our FAQs and how to contact us page , under the ‘Diversity, sustainability and flexibility’ section.

#J-18808-Ljbffr

Private Banking Executive: Trusted Partner For Hnw Clients in Melbourne employer: Westpac

Join Westpac as a Platform Engineer - MongoDB Atlas and experience a workplace that prioritises your growth and well-being. With flexible work arrangements, tailored learning opportunities, and a strong commitment to community involvement, Westpac fosters an inclusive culture where every employee can thrive. Enjoy unique benefits like special banking offers and generous leave options, making it an excellent choice for those seeking a rewarding career in a supportive environment.

W

Contact Details:

Westpac Recruitment Team

We think you need these skills to ace Private Banking Executive: Trusted Partner For Hnw Clients in Melbourne

Relationship Building
Client Management
Financial Acumen
Networking Skills
Business Development
Collaboration Skills
Judgement and Risk Awareness