Senior Private Banker Job Description
1. Located in Melbourne, with flexible working options.
2. Deliver holistic banking, wealth, and service propositions
3. High performing team culture
How will I help?
We are Australia's leading Private Bank and the trusted financial partner of a select group of high-net-worth individuals. Our clients have access to aprehensive offering, built around their goals, and backed by the financial resources of one of the World's leading Financial Institutions. We truly understand the importance of having a long-term view. Our purpose is to help our clients and their families to create enduring financial advantage for generations.
As a Senior Private Banker, you will also:
4. Develop and grow a portfolio of HNW client relationships via growth of existing and acquisition of new clients via internal and external sources
5. Develop and maintain highly effective working relationships with all business partners within Private Wealth (, GIS, APBs, POS, Lending)
6. Collaborate with bank and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our HNW clients' needs
7. Maintain high levels of client prospecting and new business networking for acquisition purposes
8. Identify, assess and managepliance obligations and issues.
9. Drive a strong digital self-service adoption rate with clients and encourage clients to consider digital interactions
What's in it for me?
Westpac Private Bank opens a world of benefits, not just for our clients, but also for our employees.
We focus on people that will forge meaningful connections with our clients. Known in the market for our supportive and inclusive culture, we aim to continue to acquire employees that embrace our vision and values.
You will build your profile internally and externally with stakeholders and be part of the future of a business that has been around for 200 years whose vision is to create better futures together. We'll support you in the development of your career, with internal career prospects and flexible working. You'll also be backed by a fantastic team of people in a can-do, supportive structure.
What do I need?
To be considered for this opportunity you will need to demonstrate:
10. Experience in a client facing role within either Private, Business or Premium with a strong focus on lending (will consider extensive consumer lending experience)
11. Strong knowledge of both Consumer and Business Lending credit policies and principles
12. RG-146 certified and a desire to build your wealth knowledge and skills.
13. A strong desire to grow your career and contribute to a collaborative environment
What's it like to work there?
As well as good pay and a great culture, joining the Westpac family means you'll get some of the best banking, wealth and insurance benefits in the market. We back our employees by helping them work towards industry-recognised qualifications, using online learning, training modules and career planning tools for you to grow with us. We'll even pay you to do volunteer ormunity work. As an equal opportunity employer, we're proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.
How do I apply?
To submit your interest in this position please click the APPLY button.
As part of ourmitment 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 aremitted to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, andmunity.
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 1800 655 592 Option or email Job ID 300001703116288