About Us
ANZ Private caters to high net worth individuals and family groups, assisting them to manage, grow and preserve their assets. We provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs, concerns and their financial situation.
We are committed to building a workplace that reflects the diversity of the communities we serve.
We cater to high net worth customers by providing complex advice solutions. Our goal is to deliver strategic financial advice and build relationships with clients while managing referrals effectively.
This role will be accountable for driving the efficient and effective delivery of advice solutions to ultra high net worth (UHNW) customers by extracting deep knowledge of their needs and then providing market leading strategic advice across wealth strategy and investment solutions.
Key Responsibilities:
* Proactively build and grow our business through portfolio management, successful relationships, technology and use of data
* Ongoing conversations with high net worth customers to understand their needs and requirements to be able to provide tailored advice solutions
* Deliver strategic financial advice and build relationships with clients while managing referrals effectively
* Continuously coach and advise HNW customers to meet and exceed their financial goals
* Actively coach and collaborate with internal referral partners and the wider Private Banking & Advice (PB&A) business
* Act in line with our purpose and strategy to re-engage the community, be worthy of their trust and ensure our products and services are provided honestly, fairly and are free of any conflicts of interest
* Actively contribute to the overall well managed PB&A business from a risk and process perspective
Requirements:
* Extensive experience in Advice (including high net worth individual/entities), and a comprehensive understanding of markets, investments and strategic solutions to meet the customer's needs
* Have met FASEA Education Standards including having passed the FASEA exam and holding CPD points
* Excellent advice audit results
* High ethical standards reflected in a history of providing advice across a broad range of strategies to high net wealth clients
* Resilient, fast paced with a strong growth mindset
* Ability to build productive relationships with team members, referral partners and customers
* Strong, effective communication skills and influencing capability
* Ability to network, use initiative and work independently
* Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines
We offer flexible working arrangements and a range of benefits including access to health and wellbeing services and discounts on selected products and services.
We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.