Private Executive

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

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.

Why join us?

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.

We may close this job advertisement earlier than the advertised closing date if suitable candidates are identified.