Private Executive

Nearheal; Melbourne; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Special offers on banking products and

Flexible work arrangements and leave—C

Tailored learning and development

Community volunteering initiatives

Job summary

Westpac Private Executive role in Melbourne is focused on developing meaningful, long-term relationships with High Net Worth clients, Ultra High Net Worth individuals and family offices. You will manage and grow a client portfolio across Victoria, coordinating banking, lending and wealth services to meet personal and business goals.

The role is full-time and based in Melbourne / Naarm, Wurundjeri Country, offering collaborative opportunities with specialists to deliver an integrated client

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.

Responsibilities

• Build and grow relationships with High Net Worth clients, family offices, business owners or professional adviser networks.
• Manage and grow a portfolio of clients across Victoria, supporting banking, lending and wealth needs.
• Collaborate with specialists across Westpac to deliver an integrated client experience and help clients achieve personal, family and business goals.

Skills

Relationship management

Lending expertise

Credit policy knowledge

Collaboration

Job description

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

What’s the role?

At Westpac Private, you’ll build meaningful, long term relationships with High Net Worth, Ultra High Net Worth and Family Office clients, helping them navigate the opportunities and complexities that come with significant wealth.

You’ll manage and grow a portfolio of clients across Victoria, supporting their banking, lending and broader wealth needs. You’ll work closely with specialists across Westpac to bring together the right expertise, deliver an integrated client experience and help clients achieve their personal, family and business goals.

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

What do I need?

• 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.

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.

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.

We may close this job advertisement earlier than the advertised closing date if suitable candidates are identified. We encourage you to apply as soon as possible.

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.