Senior Private Wealth Adviser – Private Banking

About the role

The Senior Private Wealth Adviser will deliver sophisticated wealth and investment advice to ultra‑high‑net‑worth clients. Working within ANZ’s Business & Private Bank, you will translate deep client insights into strategic financial solutions that protect and grow their wealth.

Key responsibilities

• Develop and manage a portfolio of UHNW clients, building strong, long‑term relationships.
• Conduct in‑depth conversations to understand client objectives and provide tailored wealth‑strategy recommendations.
• Deliver strategic financial and investment advice, coordinating with internal specialists to ensure comprehensive solutions.
• Identify growth opportunities for the Private Banking & Advice business through proactive networking and data‑driven insights.
• Collaborate with paraplanners, quality, and administration teams to ensure seamless service delivery.

Required profile

• Proven experience advising ultra‑high‑net‑worth individuals in a private banking or wealth‑management environment.
• Strong commercial acumen with a track record of growing client portfolios.
• Excellent communication and relationship‑building skills, with the ability to articulate complex advice clearly.
• Commitment to ANZ’s values of putting customers first, delivering excellence, owning outcomes, and working as one.

Required skills