Westpac

Associate Private Banker

To become number one for customer service

  • Finance and accounting

  • Full-time

  • Office | Sydney, NSW, Australia

  • Visa sponsorship · No

  • Mid Level · A role for someone with some well-developed knowledge and skills they can bring to the role and team. Typically within 2-5 years of experience.

  • ·

Why Westpac

Westpac is Australia’s oldest bank and company, one of four major banking organisations in Australia and one of the largest banks in New Zealand. We provide a broad range of banking and financial services in these markets, including consumer, business and institutional banking and wealth management services.

About the role

We are seeking highly skilled and motivated people to join our team. Reporting to the Director - Client Services, you will partner with Private Bankers, focussed on retaining and growing new and existing client relationships in the High Net Worth (HNW) segment. You will play a key role in coordinating the delivery of our service proposition, ensuring client satisfaction and driving financial performance, including our Global Investment Service offering.

Key responsibilities will be to develop and maintain effective relationships with business partners and HNW clients, support client acquisition and growth, promote digital offerings, manage client setup and onboarding, log and manage complaints, accurately record client interactions in line with policy, maintain portfolio information within risk controls, and drive financial performance.

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 set up for success as the preferred candidate, you will need to demonstrate:

  • Experience in sales/relationship management in banking/financial services.
  • Excellent organisational skills, meticulous attention to detail, and a strong ability to prioritise tasks while collaborating effectively within a team.
  • Bachelor’s degree in Finance, Business, or related field; MBA or CPA preferred.
  • RG146 Tier 2 Compliance Qualification preferred.

**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.  

What you'll be responsible for

  • 💲

    Development of Finance Strategy

    Recommend improvements to optimize and improve financial performance and development of strategic long-term plans

  • 💼

    Operational and Financial Reporting

    Analyze financial data to prepare timely reports to support business decisions

  • Financial Modeling

    Analyze data to create financial models that support planning and projections

Skills you'll need

  • 👥

    Collaboration

    Works with others by being open, clear in communication and listening to achieve goals

  • 🧮

    Numerical problem solving

    Works with numerical information and performs mathematical calculations to solve problems

  • 💭

    Critical thinking

    Identifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insight

Meet the team

Avatar
Finance

Westpac

Serves a fundamental role in making financial decisions for internal and external affairs. A business’s activities depend on the competence of a company’s finance department and the individuals who comprise it. A finance department is organized by, and runs according to, specific roles and duties.