Private Banking Executive: HNW & Family Office

Westpac; Sydney; Vor Ort; AUD 140.000 - 210.000; Vollzeit

Benefits dieser Stelle

Special offers on banking products

Flexible work arrangements

Learning and development opportunities

Community volunteering initiatives

Zusammenfassung

Westpac Private is hiring a Private Executive in Barangaroo to build meaningful, long-term relationships with High Net Worth and Family Office clients, guiding them through wealth opportunities and complex needs. You will manage and grow a diverse client portfolio across Victoria, coordinating banking, lending and broader wealth services with specialists to deliver an integrated experience.

The role emphasizes collaboration, commercial judgement and the ability to translate client goals into

Qualifikationen

• Proven ability to build and grow relationships with High Net Worth clients.
• Strong lending capability and understanding of complex lending needs.
• Sound knowledge of credit policy and risk management.

Aufgaben

• Build and grow relationships with High Net Worth, family offices or advisers.
• Manage and grow a client portfolio across Victoria, coordinating banking, lending and wealth needs.
• Collaborate with Westpac specialists to deliver an integrated client experience.
• Support sophisticated client conversations with commercial judgement and wealth knowledge.

Kenntnisse

Relationship management

HNW clients

Lending expertise

Credit policy knowledge

Collaboration

Jobbeschreibung

Westpac Private is hiring a Private Executive in Barangaroo to build meaningful, long-term relationships with High Net Worth and Family Office clients, guiding them through wealth opportunities and complex needs. You will manage and grow a diverse client portfolio across Victoria, coordinating banking, lending and broader wealth services with specialists to deliver an integrated experience.

The role emphasizes collaboration, commercial judgement and the ability to translate client goals into