About this role
Create your best future and join Westpac Private as a Private Banker.
What's the opportunity?
At Westpac Private, we work with some of Australia's most successful individuals, families, business owners and executives, helping them navigate the opportunities and complexities that come with significant wealth.
Our clients value trusted relationships, deep expertise and access to a broad network of specialists across banking, lending and wealth. We bring together the best of Westpac's capabilities to support clients across their banking, lending and broader wealth needs through access to specialist capability.
As a Private Banker, you'll join a team focused on delivering exceptional outcomes for High Net Worth, Ultra High Net Worth and Family Office clients. You'll build meaningful, long-term relationships, partner with specialists across the Group and play a key role in helping clients achieve their personal, family and business goals.
This is an opportunity to work with sophisticated clients, build an influential professional network and establish a rewarding career with Australia's leading private bank.
What will I do?
• Manage a portfolio of High Net Worth, Ultra High Net Worth and Family Office clients across Victoria, providing tailored banking, lending and wealth solutions. • Support clients across complex lending, transactional banking and wealth opportunities, working closely with specialist partners to deliver an integrated client experience. • Build deep and enduring client relationships based on trust, responsiveness and a strong understanding of client needs. • Grow your portfolio by deepening existing client relationships, developing professional referral networks and identifying new opportunities within the market. • Collaborate with specialists across Private Bank and the broader Westpac Group to deliver an integrated and seamless client experience. • Maintain strong risk and compliance disciplines while exercising sound credit judgement.
What do I need?
• Proven success managing and growing relationships with High Net Worth clients, large business owners and/or professional adviser networks. • Strong lending capability across consumer lending, with broader business or commercial lending experience highly regarded. • Sound knowledge of credit policy, risk management and credit decision-making. • A bachelor's degree in finance, business, commerce or a related discipline, or equivalent professional experience and industry qualifications. • RG146 Tier 1 and Tier 2 accreditation (or a willingness to obtain), with the wealth knowledge and confidence to support sophisticated client conversations and partner effectively with specialist wealth teams. • A proactive, commercial mindset with the ability to identify opportunities and deliver high-quality client outcomes.
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
To get started, simply click on the APPLY or APPLY NOW button
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.