Westpac Group1 follower50 jobs

Director

DirectorFull-timeOfficeSydney NSW, AustraliaFinanceInvestmentBusiness developmentPosted 1 week ago
View your fit0 of 9 criteria met

About the job

Join Westpac as an Investment Director in the Global Investment Services team, where you will play a vital role in driving client growth and delivering exceptional service. This opportunity allows you to collaborate with talented professionals and leverage your sales skills to make a significant impact. The team values a supportive and inclusive environment, making it a great place to grow your career.

You'll be responsible for

๐Ÿš€

Driving client growth

Utilising superior sales skills to drive high-net-worth (HNW) and ultra-high-net-worth (UHNW) client growth.
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Collaborating with teams

Partnering with the private banking team and stakeholders across business units to acquire new clients.
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Presenting technical expertise

Generating a positive client experience through expert presentations and interactions.

What we're looking for

๐Ÿ’ผ

Sales experience in financial markets

Proven track record in client engagement and management.

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๐Ÿ“ˆ

Investment expertise

Experience with fixed income and/or equities, multi-asset preferred.

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๐Ÿค

HNW client segment experience

Background in Private Banking or Private Wealth is desired.

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Meet the team

About the company

View your fit

0 of 5 criteria met
Sales experience in financial markets
Proven track record in client engagement and management.

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Investment expertise
Experience with fixed income and/or equities, multi-asset preferred.

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HNW client segment experience
Background in Private Banking or Private Wealth is desired.

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Strong presentation skills
Ability to deliver engaging presentations to diverse audiences.

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Compliance and risk management knowledge
Demonstrated understanding of compliance and risk protocols.

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