About Company
Westpac Banking Corporation, established in 1817, is Australia’s first bank and oldest company. With a rich history spanning over two centuries, Westpac has grown into one of Australia’s “Big Four” banks, providing a comprehensive range of banking and financial services including consumer, business, and institutional banking, wealth management, and insurance. Headquartered in Sydney, Australia, Westpac operates across Australia, New Zealand, and the Pacific region, serving millions of customers. The bank is renowned for its commitment to customer service, financial innovation, and community involvement, striving to help its customers and communities prosper. As a leading financial institution, Westpac focuses on building long-term relationships, understanding individual needs, and delivering tailored financial solutions that support both personal and business growth, underpinning our vision to be one of the world’s great service companies.
Job Description
Are you a driven financial professional with a passion for building lasting client relationships and a deep understanding of banking products? Westpac Banking Corporation is seeking a dynamic and results-oriented Relationship Manager to join our team in Downtown, Kaneohe. In this pivotal role, you will be the primary point of contact for a portfolio of valued clients, ranging from high-net-worth individuals to small and medium-sized businesses. Your main objective will be to understand their unique financial needs, provide expert advice, and offer tailored Westpac solutions that help them achieve their financial aspirations, from personal investments and lending to business financing and wealth management strategies. This isn’t just about transactions; it’s about fostering trust, delivering exceptional service, and becoming a trusted financial advisor. You will be responsible for proactively identifying new business opportunities within your assigned portfolio and through external networking, deepening existing client relationships through cross-selling relevant products and services, and maintaining a thorough understanding of market trends, regulatory changes, and economic conditions that may impact your clients. Furthermore, you will manage risk effectively, ensure compliance with all banking policies and procedures, and collaborate closely with internal specialists across various departments to deliver holistic financial solutions. Success in this role requires a strategic mindset, exceptional communication and negotiation skills, and an unwavering commitment to client satisfaction and sales targets. Join Westpac and become a cornerstone in our mission to help our customers and communities thrive by providing best-in-class financial guidance and support.
Key Responsibilities
- Manage and grow a dedicated portfolio of client relationships, ensuring high levels of client satisfaction and retention.
- Proactively identify and develop new business opportunities through networking, referrals, and strategic outreach.
- Conduct comprehensive financial needs assessments and provide expert advice on banking products and services.
- Develop and implement tailored financial solutions, including lending, investments, and wealth management strategies.
- Achieve and exceed sales targets and key performance indicators related to client acquisition, cross-selling, and revenue generation.
- Maintain up-to-date knowledge of market trends, economic conditions, and regulatory changes within the financial services industry.
- Collaborate with internal product specialists, credit analysts, and support teams to deliver integrated client solutions.
- Ensure strict adherence to all internal policies, compliance regulations, and risk management guidelines.
- Prepare and present financial proposals, reports, and reviews to clients and internal stakeholders.
Required Skills
- Minimum of 4 years of experience in a Relationship Manager or similar client-facing role within the financial services industry.
- Proven track record of achieving sales targets and building strong client relationships.
- Strong understanding of banking products, services, and financial markets.
- Exceptional communication, negotiation, and presentation skills.
- Demonstrated ability to identify client needs and provide tailored financial solutions.
- Proficiency in CRM software and Microsoft Office Suite.
- Sound knowledge of financial regulations and compliance requirements.
Preferred Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Relevant financial certifications (e.g., Series 7, Series 63, CFP) are a plus.
- Experience working with diverse client segments, including high-net-worth individuals and small businesses.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Generous paid time off and holidays.
- Employee assistance program.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
- Life and disability insurance.
How to Apply
To express your interest in this exciting opportunity and become a part of the Westpac team, please click on the application link below to submit your resume and cover letter. We look forward to reviewing your qualifications.