Private Banking Executive – HNW Wealth & Lending Leader

Westpac Group; Melbourne; On-site; AUD 90,000 - 170,000; Full time

Job summary

Westpac Private in Melbourne recruits a Private Executive to build meaningful, long term relationships with High Net Worth, Ultra High Net Worth and Family Office clients, guiding them through complex wealth opportunities and decisions.

You’ll manage and grow a portfolio across Victoria, coordinating with Westpac specialists to deliver an integrated client experience and help clients achieve personal, family and business goals.

Qualifications

• Demonstrated ability to build, manage and grow relationships with High Net Worth clients, family offices, business owners or professional adviser networks.
• Strong consumer lending capability, with an understanding of complex lending needs and broader business or commercial lending.
• Sound knowledge of credit policy, risk management and credit decision making.
• Strong collaboration skills, with the ability to bring together banking, lending and wealth specialists to deliver great client outcomes.
• The commercial judgement and wealth knowledge to identify opportunities and confidently support sophisticated client conversations.

Responsibilities

• Build meaningful, long term relationships with High Net Worth, Ultra High Net Worth and Family Office clients across Victoria.
• Manage and grow a portfolio of clients across Victoria, supporting their banking, lending and broader wealth needs.
• Work closely with specialists across Westpac to deliver an integrated client experience.
• Help clients achieve their personal, family and business goals by tailor­ing solutions across banking, lending and wealth.

Skills

Relationship management

Lending & credit knowledge

Credit risk knowledge

Collaboration

Wealth knowledge

Job description

Westpac Private in Melbourne recruits a Private Executive to build meaningful, long term relationships with High Net Worth, Ultra High Net Worth and Family Office clients, guiding them through complex wealth opportunities and decisions.

You’ll manage and grow a portfolio across Victoria, coordinating with Westpac specialists to deliver an integrated client experience and help clients achieve personal, family and business goals.