Private Wealth Executive: HNW & Family Office

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

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