Investment Director (Global Investment Services)Melbourne, VIC, AustraliaJob DescriptionJoin our growing world class Global Investment Services TeamMulti asset class and multi-currency investment specialistPermanent Opportunity in Melbourne, VICMandarin language skills would be advantageousHow will I help?Global Investment Services seeks to provide unique and differentiated insights, expertise, and investment opportunities for self-directed, high net worth, wholesale clients.Reporting to the Head of South Region, as a Global Investment Services (GIS) Director, you will join a high calibre expert team of Investment Specialists with a focus on supporting and advising HNW clients on their investment selection.As a Director, you will partner and collaborate with our private banking team, as well as stakeholders across other business units, driving a collaborative approach to acquire new clients across Westpac Group by presenting your technical expertise and generating a positive client experience.Key Responsibilities:Develop and execute client and prospect engagement plans to generate, close, and replenish client opportunity pipelinesInvestment presentations to small and large groups of clients and stakeholdersDrive strategic and tactical initiatives to achieve year-on-year growthLead the engagement of clients at ongoing investment reviewsDrive banker capability uplift through education, learning, and development activitiesWhat do I need?Bachelor of Commerce, Finance, Business, or a related disciplineStrong sales experience and track record of client engagement and management in financial markets/funds management/HNW segmentInvestment expertise in asset classes across fixed income and/or equitiesExperience in the HNW client segment either within Private Banking or Private Wealth is desiredKnowledge and demonstrated implementation of compliance and risk managementAdvanced skills in Microsoft Office suite; Word, Excel, Outlook, PowerPointExceptional literacy, numeracy, and attention to detailWhat's it like to work there?We are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities, and each other.
At Westpac, making a difference means creating impact, unlocking our own and each other's passions, and transformative success stories to create better futures together.As well as competitive remuneration and a great culture, joining the Westpac family gives you access to a wide range of employee benefits to help you manage your priorities - whether that means family life, work/life balance, ambition to grow, or all the little perks in between.We'll empower you to shape your career path.
Through personalised upskilling, mentoring, and training opportunities, you're in control of where you start and how you'll grow.As an equal opportunity employer, we are proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disabilities, neurodiverse individuals, veterans and reservists, and Indigenous Australians to apply.Do you need reasonable adjustments during the recruitment process?We can provide reasonable adjustments for individuals with disabilities and/or neurodiversity.
If you require an adjustment to be made during the recruitment process at any stage, please email ****** is committed to talent mobility and career development for our current employees, including trainees and intern program participants.
People Leaders will prioritise internal candidates.
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