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Wealth Associate, Global Investment Services

Westpac Banking Corporation
Sydney, Australia
Closing date
Jun 13, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

  • Great Opportunity to build a career in Investment Services
  • Play a key role in supporting the day to day needs of our HNW clients
  • Join a high performing and supportive team

How will I help?

The relationships we have with our high-net-worth customers are one of the key cornerstones of our business. The role of the Wealth Associate is to service the needs of our HNW clients and to support our Wealth Directors retain and grow new and existing GIS client relationships. As a Wealth Associate you will play a key role in coordinating the delivery of our service proposition. Your role will include the following:
  • Be the first point of contact for the day to day questions or queries of GIS Clients around their GIS portfolio.
  • Facilitate the efficient execution of GIS client needs through effective engagement of our service partners.
  • Set up and GIS Accounts for new clients.
  • Assist with the administration of new offerings which includes sending Digital Investment Opportunities to clients and follow up.

What's in it for me?

Inspiring locations, modern workspaces and unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia. For example, you'll be able to have access to some of the best banking, wealth and insurance benefits in the market, get paid fairly, and an entire suite of online learning and career planning tools so you can grow.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

What do I need?
As Wealth Associate, you will play a key role in supporting the Wealth Director to engage clients and ensure a consistent delivery of exceptional client experience is delivered. Your finesse with relationship building will ensure a seamless experience for HNW clients and their portfolio management needs.

In addition, the below skills will be considered favourably:
  • Exposure to financial markets and investment solutions
  • Tertiary qualifications in a business- or finance-related discipline (desirable)
  • Exceptional attention to detail

What's it like to work there?

We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.

How do I apply?

To submit your interest in this position please click the APPLY button.

As part of our commitment 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 are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community.

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 1.2 or email

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