Associate Private Banker

About the role

ANZ Private caters to its highest net worth individuals and family groups, offering a personalised relationship and holistic solutions. As an Associate Private Banker in the Private Client Division of Business & Private Bank, you will co-manage a portfolio with a Senior Private Banker, acting as the primary relationship contact for clients with deposit, lending (retail and commercial), investment and personal banking needs, supported by specialists.

Key responsibilities

• Support margin optimisation and the growth and retention of total revenue and FUM across lending, deposit and investment solutions
• Manage day-to-day lending and deposit activities aligned to client needs, and refer clients to ANZ Private specialists
• Provide responsive, proactive client support, encourage self-service where appropriate and contribute to client satisfaction outcomes
• Engage external referral networks to identify proprietary lending and investment opportunities and support business development
• Ensure solutions are compliant with Credit, Code of Conduct and NFR requirements, and follow mandatory learning and system use
• Collaborate with internal and external stakeholders and contribute to personal and team development

Required profile

• Ideally experience across lending, advice and cash management
• Sound understanding of credit, risk and compliance requirements for retail and commercial lending
• Proven ability to handle daily client requests accurately and with attention to detail
• Relationship skills with clients and external referral networks, and stakeholder management
• Commercial acumen to grow FUM and introduce specialist solutions
• Proactive, adaptable mindset with a commitment to continuous learning

The role is permanent and full-time (40 hours per week) at Level 5, 240 St Georges Terrace, Perth. Candidates apply through the ANZ careers site using reference number 127676.