Looking after High-Net-Worth customer’s financial needs in all aspects i.e.: Transactional, saving & investment, short & long term borrowing, wealth & protection.Be the first contact point for mortgage lending enquires. Calculate customer’s serviceability, conduct initial interview with the customer, collect all supporting documents e.g. Payslips, Employment Letter, Contract of Sale ect. Write loans and follow up deals with Westpac Mortgage Centre. Discover customer’s needs for risk protection, warmly referred to financial planner for insurances and superannuation review.Making proactive contact with affluence customers for further business development.Branch compliance and reports checking.

Audit of 4 local branches in Sydney region, and 3 inter-states branches in VIC, WA, and QLD. Seek mutual agreement with Business Unit Manager for the Corrective Action Plan (CAP), follow up and monitor the implementation of CAP. Review and implement bank’s Operational Risk Management Framework (ORMF) Prepare statement of assurance directly reporting to Audit Committee Co-ordination with internal/external clients including external auditor and APRARisk management performance 3rd line of defence