Private Executive

Westpac; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Employee mortgage rates

Flexible work arrangements

Career development opportunities

Community volunteering initiatives

Job summary

Westpac Private is seeking a Private Executive in Melbourne to serve as a trusted partner for a portfolio of high-net-worth clients across banking, lending and wealth needs. You’ll understand client goals, advise on financial decisions and connect clients with the right specialists within the Westpac Private network.

You’ll deepen relationships, pursue new opportunities, and collaborate with colleagues to deliver an exceptional client experience, while working in a role that supports long-term

Qualifications

• A passion for building trusted relationships and delivering exceptional experiences for high-net-worth clients.
• Confidence identifying opportunities, growing networks and developing new business through referrals and professional connections.
• The ability to understand complex banking, lending and wealth needs and connect clients with tailored solutions.
• Strong collaboration skills and the ability to work with specialists across the bank to achieve great client outcomes.
• Sound judgement, risk awareness and a commitment to doing what’s right for customers.

Responsibilities

• Build long-term relationships with high-net-worth clients across banking, lending and wealth needs.
• Identify opportunities and grow the client base through referrals and professional connections.
• Collaborate with bank specialists to deliver tailored financial solutions and exceptional client experiences.

Skills

Relationship building

Opportunity identification

Banking & wealth needs understanding

Cross-team collaboration

Risk awareness

Job description

Create your best future and join Westpac Private as a Private Executive.

At Westpac Private, relationships are at the heart of everything we do. As a Private Executive, you’ll be the trusted partner to a portfolio of high-net-worth clients, providing personalised support across their banking, lending and wealth needs.

You’ll take the time to understand each client’s goals, ambitions and priorities, helping them navigate important financial decisions and connecting them with the right specialists when needed. Whether you’re deepening existing relationships, identifying new opportunities or collaborating with colleagues across the bank, you’ll play an important role in delivering an exceptional client experience.

This is an opportunity to build long term relationships with successful individuals, families and business owners, becoming a valued part of their financial journey while representing one of Australia’s leading private banking businesses.

This is a full-time role based in Melbourne / Naarm, Wurundjeri Country.

What do I need?

• A passion for building trusted relationships and delivering exceptional experiences for high-net-worth clients
• Confidence identifying opportunities, growing networks and developing new business through referrals and professional connections
• The ability to understand complex banking, lending and wealth needs and connect clients with tailored solutions
• Strong collaboration skills and the ability to work with specialists across the bank to achieve great client outcomes
• Sound judgement, risk awareness and a commitment to doing what’s right for customers

We’re obsessed with becoming our customers #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that:

• Special offers on banking products and discounts from top brands, including generous employee only mortgage rates!
• Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave.
• Tailored learning and development opportunities to help your grow your career within the bank.
• Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives.

Create your future today

We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find more information and contact details on our FAQs and how to contact us page , under the ‘Diversity, sustainability and flexibility’ section.