Private Executive

Description:

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:
 

• Developing and growing a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources
• Driving engagement with clients to coordinate the delivery of our holistic banking, wealth and service proposition
• 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
• Managing customer expectations for banking, lending and wealth opportunities.
• Managing compliance obligations and issues including AML/KYC