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Senior Private Wealth Adviser

ANZ Banking Group Limited · Brisbane

New
Permanent Senior 🇬🇧 English

Job description

About the role

As a Senior Private Wealth Adviser at ANZ, you will work with high‑net‑worth clients in Brisbane, providing strategic financial advice and managing relationships to grow the Private Banking & Advice business.

Key responsibilities

  • Proactively build and grow the business through portfolio management, client relationships and use of technology and data.
  • Deliver tailored strategic financial advice to high‑net‑worth customers and manage referrals effectively.
  • Coach and collaborate with internal referral partners and the wider Private Banking & Advice team.
  • Contribute to risk and process management within the PB&A business.

Required profile

  • Extensive experience advising high‑net‑worth individuals or entities with a strong understanding of markets and investments.
  • Completion of all FASEA education standards and a record of excellent advice audit results.
  • High ethical standards, resilience, growth mindset and ability to work independently.

Required skills

  • Strong communication and influencing capability.
  • Ability to build productive relationships with clients, referral partners and team members.

What we offer

  • Flexible working arrangements to help you balance work and life.
  • Access to health and wellbeing services and discounts on ANZ products.
  • A diverse and inclusive workplace that celebrates different backgrounds and perspectives.

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec ANZ Banking Group Limited.
Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.
Le contrat proposé est un Permanent basé à Brisbane.

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Published 11 hours ago

Expires 1 month from now

3 views · 0 interested

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ANZ Banking Group Limited

Brisbane