- Great Opportunity to build a career in Private Wealth
- Play a key role in supporting the day to day needs of our HNW clients
- Join a high performing and diverse team in Melbourne
- Being the first point of contact for the day to day needs of a portfolio of our HNW clients.
- Managing client expectations and keep them informed of progress.
- Facilitating the efficient execution of client needs through effective engagement of our service partners.
- Tertiary qualifications in a business-related discipline would be beneficial
- Strong frontline client experience within a Banking or Wealth related role
- Understanding of Consumer & Lending Products will be highly regarded
- RG146 Tier 2 Compliance qualification
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Commonwealth Bank Melbourne, Australia**About us** · **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a co ...
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Westpac Melbourne, AustraliaGreat Opportunity to build a career in Private Wealth · - Play a key role in supporting the day to day needs of our HNW clients · - Join a high performing and diverse team in Melbourne · **How will I help?** · Our Mission in Private Wealth is to deliver clients enduring financial ...
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Associate Private Banker, Melbourne Cbd
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ANZ Banking Group Melbourne, AustraliaAbout the role · ANZ Private works with high-net-worth individuals and families, supporting their wealth and goals. Our experienced team take the time to recognise the needs of our client - by building a relationship and getting to know them, their goals and understanding the fam ...
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Commonwealth Bank St Kilda, Australia Full timeAbout us · Commonwealth Private strives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehens ...
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Associate Private Banker
3 weeks ago
ANZ Banking Group Melbourne, AustraliaAssociate Private Banker · Req ID: 65661 · Department: Private Office · Division: Australia Commercial · Location: Melbourne · About the role · Location: 55 Collins Street, Melbourne VIX 3000 · Role Type: Permanent, Full-time · Note: The job level of this role could either be a 4 ...
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2 weeks ago
Australia and New Zealand Banking Group Limited (ANZ) Melbourne, Australia Full timeAssociate Private Banker · Associate Private Banker · Req ID: Department: Private Office Division: Australia Commercial Location: Melbourne About the role · Location: 55 Collins Street, Melbourne VIX · Role Type: Permanent, Full-time · Note: The job level of this role could ei ...
Associate Private Banker - Melbourne, Australia - Westpac
Description
How will I help?
Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will help them grow, manage and protect their wealth. We strive to create enduring partnerships with a deep understanding of their banking and wealth needs, enabling us to provide a truly compelling, holistic and bespoke financial service.
The primary function of the Associate Private Banker is to partner with Private Bankers to retain and grow new and existing valuable client relationships in the HNW segment. As an Associate Private Banker, you will play a key role in coordinating the delivery of our service proposition by:
While aligned to a specific Private Banker(s) and clients, the role forms part of a broader team of Associate Private Bankers, led by a Director of Client Services, responsible for working together to provide a compelling service proposition to our clients.
What do I need?
In order to be successful in the role you will have experience of the following:
What's in it for me?
You will be working for a well-known Australian company where the customer is at the heart of everything we do. You'll be encouraged to grow and develop your career with us and will be given the opportunity to further yourself through internal secondments and training. We pay a competitive salary and have great staff benefits and perks including discounted movie tickets, internal shopping sites and flexible leave options. You will be valued and supported throughout your Westpac career and can be proud of the company you work for.
What's it like to work there?
We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.
How do I apply?
To submit your interest in this position please click the APPLY button.
As part of our commitment to creating a diverse and inclusive workplace, this role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. If an adjustment is required to assist you during our recruitment process, please email
Do you need reasonable adjustments during the recruitment process?
At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community.
We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please call Option 1.2 or email
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