- Join a high performing and experienced team in the High Net Worth market
- Express your passion for investments and financial markets where you will continually learn
- A rare opportunity to learn the skillset of an execution trader
We’re Australia’s leading private bank and the trusted investment partner for high net worth individuals. Our clients benefit from personalised access to a Global Markets Director and institutional-quality trade execution services across both equity and credit markets. This role will allow the individual to play a primary role in executing orders on behalf of the Global Markets desk. The successful candidate will work closely with our counterparties to ensure world-class investment execution.
We are looking for an individual who is passionate about financial markets and client service. Key skills required for the role include; attention to detail, interest in financial markets, strong communication and presentation skills. You will also be a self-starter and eager to pursue further growth. The core responsibility of the role is facilitating client orders by using algorithms to ensure best execution outcomes.
The Associate role is a highly regarded role and we strive to ensure that your personal and professional development is enhanced. This role has often been a pathway to an Associate Director role. We can offer you a clear career path with a range of skills and experiences that will allow you to learn and develop.
How will I help?
This is a really important role for us! A challenging opportunity exists within Global Investment Services for an enthusiastic Associate to join our Sydney-based Global Markets team. The Team is responsible for the risk-managed distribution of the Global Markets service proposition to self-directed wholesale clients. A key success factor of the role is how you work with your key stakeholders – Private Bankers, Global Markets Directors and Global Investment Services Directors. You will help to build a client service strategy including welcome calls and outbound calling to our client base. You will continually observe and analyse financial markets, sharing insights and commentary with both internal stakeholders as well as clients.
What’s in it for me?
You’ll be part of a market leading proposition within Westpac Private Wealth. Additionally, you’ll have the opportunity to build your profile internally and externally with stakeholders. The Global Investment Service is a growing business within the Westpac Group, a business that has been around for 200 years. Westpac’s vision is to become one of the world’s great service companies. We offer flexibility, excellent earning potential and a culture based on respect, teamwork and the pursuit of excellence.
What do I need?
We’d love to hear from people who have a passion for high quality service, financial markets and investments. A natural detailed-person, you’ll have excellent communication skills and have work experience in a banking/finance/investment environment with a track record of high achievement. Qualifications considered a statutory requirement for this Role: RG146 Qualifications considered a WBC requirement for this Role: Degree in relevant studies (commerce, economics, or business) and CFA is highly regarded but not essential. Experience with Excel, Iress, Refinitv/Eikon and Bloomberg would be advantageous.
What is it like to work there?
You’re in control of your own destiny – work hard and you’ll see great success. We aim to provide one big, supportive team to help us reach our vision of creating better futures together. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.
