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Senior Private Banker

Westpac Group - Sydney, NSW

Banking & Finance
Source: uWorkin


Senior Private Banker

Permanent Opportunity for Senior Banker

Based in Sydney

Be part of Australia’s leading Private Bank

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.

For us to do this we need motivated, professional employees that strive to ensure are clients are provided top class service. Our Private Bankers are highly regarded, and we strive to ensure that your personal and professional development is enhanced. We can offer you a clear career path with a range of tools that will allow you to learn and develop.

You will develop and maintain highly effective working relationships with all business partners. You will establish and maintain a deep understanding of all clients’ circumstances, priorities, ambitions and needs through ongoing contact and use of all sales processes and tools. You will achieve sales, cross sell and manage portfolio (acquisition and migration) to meet revenue targets and maintain a pipeline of new business opportunities. Also, you will have your own dedicated team – Private Banker, Associate and Global Investment Services along with access to proprietary research and experts.

What’s in it for me?

You’ll play an important and significant part in the future of a business that has been around for 200 years. Our vision is to be one of the world’s great service companies, helping our customers, communities, and people to prosper and grow. We’ll back you in the development of your career, with internal career prospects and flexible working. You’ll also be supported by a fantastic team of people in a can-do and collaborative environment.

What do I need?

You will have over 3 years of solid experience in private banking/wealth management, financial advice, sales and relationship management. Extensive lending and credit skills, understanding and experience. Extensive experience in growing portfolios via new to bank clients. RG146 qualifications are essential. Degree in a business-related discipline preferred.

What is it like to work there?

As well as good pay and a great culture, joining the Westpac family means you’ll get some of the best banking, wealth and insurance benefits in the market. We back our employees by helping them work towards industry-recognised qualifications, using online learning, training modules and career planning tools for you to grow with us. We’ll even pay you to do volunteer or community work. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.

The health and wellbeing of our employees is our top priority. We’ve developed clear standards to ensure our people are confident, safe and healthy whether they’re working from a Westpac Group site or working from home. These are based on expert medical advice and Safe Work Australia guidelines.

Westpac Group