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Quick Summary

Overview

Create your best future and join Westpac Private Bank as an Investment Director What’s the role? This is a full time role based in Melbourne Naarm within Westpac Private Wealth’s Global Investment Services team.

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This is a full time role based in Melbourne Naarm within Westpac Private Wealth’s Global Investment Services team.

As an Investment Director, you’ll support self-directed high net worth and ultra-high net worth clients by delivering investment insight across multiple asset classes and currencies. You’ll partner closely with our Private Banking teams and engage directly with clients, helping them navigate markets and investment opportunities under a General Advice framework.

You’ll be known for your ability to bring market insight to life and translate complex investment themes into meaningful conversations. Beyond client engagement, you’ll contribute to the growth of Global Investment Services by supporting regional performance, leading strategic initiatives and building strong internal engagement with our investment offering.

This role is ideal for someone who enjoys deep market discussion, values strong relationships and wants to make a meaningful impact on client experience.

• Experience in financial markets, funds management, wealth management or investment market sales
• Background working with high net worth or ultra-high net worth clients
• Strong understanding of multi asset and multi-currency investment strategies
• Knowledge of compliance and risk management in a regulated environment
• Mandarin language skills are highly desirable

What We Offer

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We’re obsessed with becoming our customers #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that:
• Special offers on banking products and discounts from top brands, including generous employee only mortgage rates
• A variety of leave options including Culture, Lifestyle and Wellbeing leave
• Tailored learning and development opportunities to help you grow your career within the bank
• Lots of opportunities to give back to the Community by getting involved in our many volunteering initiatives

Create your future today
To get started, simply click on the APPLY NOW button

We’re all about creating a supportive and inclusive community. We welcome everyone no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.
If you need any adjustments during the recruitment process, you can find more information and contact details on our FAQs and how to contact us page, under the ‘Diversity, sustainability and flexibility’ section.

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