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Your relationship manager

You’re a valuable Westpac customer, which is why you get a relationship manager. It is their job to tailor your personal banking and deliver better value for you, because when it comes to your finances personal understanding is important.

Your relationship manager will:

  • Be your personal financial guide
  • Introduce you to other financial specialists as and when you need them
  • Find the most efficient ways to manage your banking needs
  • Help you achieve your ambitions with a clear plan.

Think of your relationship manager as a personal guide to all of the financial solutions and expertise you may require. Working together, you’ll be able to prioritise your goals and work with a team of experts who are focused on growing your wealth. They are as dedicated to your financial success as you are; so they’ll work with you to create your individual development plan – a financial blueprint that maps out your current position and details options and ideas for realising your goals.

Your relationship manager is available by phone, email or face to face to provide expert advice and guidance when you need it. You’ll also have regular reviews to ensure you’re growing your wealth efficiently and they will create opportunities to achieve your financial potential more effectively.

You only have to ask for something once – your relationship manager will take it from there, managing all your needs from beginning to end. When it comes to your financial success you can be sure your needs are understood and that the services, products, options and advice you require to achieve your goals are always available through Westpac Premium.

Sound appealing? Contact us