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Director - Private Wealth Services Job Details

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Director - Private Wealth Services (Ref: VIC00613)
Sector, Sub Sector: Other
Compliance Type: Regulatory/Compliance
Expertise: -
Company: WestPac
Location: VIC Oceania, Australia
Employment Type: Permanent
Job Description:

The Director Private Wealth Services role is key to achieving Private Wealth's vision of providing financial advantage to our clients.
Private Wealth Services (PWS) distributes investment opportunities to Private Banks' self directed investment clients.
The key objectives of the role include:
  • Distribution of self-directed investment product
  • Build out the business to facilitate the distribution of financial markets and other investment products including equities, alternatives, fixed income and currency
  • Engagement with bankers, clients, business partners, external product providers to build the business
This role is accountable for the success of all aspects of the PWS business including development and implementation of PWS's business plan in support of the Private Wealth strategy and business plan. Success in this role will require the ability to develop and build strong relationships , lead client groups, stakeholders across BT, WIB and the broader Westpac group to deliver great client experience. A pivotal aspect of this role is to support and drive banker engagement to drive sales for Private Wealth.
Day-to-day management of PWS including:
  • Leadership and Management
  • Relationships
  • Strategy
  • Sales
  • Managing business relationships
  • Compliance
PERSONAL REQUIREMENTS
  • RG146
  • Degree in relevant studies (commerce, economics, or business)
  • 10 years experience in Sales Leadership role in banking/finance/investment environment with a track record of high achievement
  • Experience in driving sales and organisational change
  • Microsoft Office suite; Word, Excel, Outlook, PowerPoint
Job Ref No: VIC00613