Job Description
How will I help?Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high net worth clients.We’ve created a new exciting opportunity for a senior relationship leader and acquisition specialist to develop and grow a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources.On a daily basis, you’ll enjoy:
Responsibilities + Skills
Managing customer expectations for banking, lending and wealth opportunities.Managing compliance obligations and issues including AML/KYC
Education
Developing and maintaining highly effective working relationships with all business partners within Private Wealth (eg GIS, APBs, POS, Lending)Collaborating with bank and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our U/HNW clients needs
Experience