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Private executive

Sydney
Westpac Group
Posted: 13 June
Offer description

Create your best future and join Westpac as a Private Executive.

What's the role?

As a Private Executive within Westpac Private Bank based in Sydney on Gadigal Country, Warrane, you'll manage and grow a portfolio of high-net-worth clients through trusted, long-term relationships. This is a relationship first role where you'll deliver personalised banking, lending and wealth solutions shaped around what matters most to each client.

You'll collaborate across the Private Wealth ecosystem and the broader Westpac Group, bringing the right expertise together to deliver a seamless, considered experience.

This is also a genuine growth role. You'll build your reputation in market, strengthen your network and bring new high value clients into Westpac through advocacy and connection. With a strong focus on acquisition, portfolio performance and thoughtful risk management, you'll play a meaningful role in shaping the financial futures of Australia's most successful individuals and families.

What do I need?

* RG146 compliance with a strong understanding of AML and KYC obligations
* Proven success acquiring and growing high net worth client portfolios, with a genuine appetite for new business development
* Strong capability across banking, lending or wealth, ideally spanning all three
* Sound knowledge of alternate investments, bonds, hybrids, FX and interest rate swaps
* Commercial judgement with the ability to navigate complex client needs with discretion and professionalism

Benefits

* Special offers on banking products and discounts from top brands, including generous employee only mortgage rates
* Flexible work arrangements to support work life balance, with a variety of leave options including Culture, Lifestyle and Wellbeing leave
* Tailored learning and development opportunities to help you grow your career
* Opportunities to give back through our many community and volunteering initiatives

Create your future today

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.

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