Private Executive
Job Summary
Create your best future and join Westpac Private as a Private Executive.
Whats the role
As a Private Executive youll be responsible for building and nurturing trusted relationships with a portfolio of high-net-worth clients supporting them through every stage of their financial journey.
Youll work closely with clients to understand their unique needs and aspirations delivering personalised banking and wealth solutions while connecting them to specialist expertise across Westpac Private. This is a highly relationship focused role where youll balance exceptional service strategic networking and proactive client engagement to create lasting partnerships.
Youll also work alongside experienced colleagues across Private Banking Lending and Wealth giving you the opportunity to expand your expertise while contributing to a collaborative and high performing team focused on delivering exceptional customer outcomes.
This is a full-time role based in Adelaide / Tarndanya Kaurna Country.
What do I need
- A passion for building trusted relationships and delivering exceptional experiences for high-net-worth clients
- Strong lending experience and the ability to structure and support complex lending solutions for affluent 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 sound judgement and a commitment to doing whats right for customers
Why join us
Were obsessed with becoming our customers #1 banking partner for life and were looking for people who are passionate about helping us achieve that return were committed to making Westpac the best place to work in the country. Here are just a few of the ways were 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
To get started simply click on the APPLY or APPLY NOW button
Were 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. We encourage you to apply as soon as possible.
Required Experience:
Exec
About Company
Westpac has a long and proud history as Australia's first and oldest bank. It was established in 1817 as the Bank of New South Wales under a charter of incorporation provided by Governor Lachlan Macquarie. In October 1982 it changed its name to Westpac Banking Corporation following th ... View more