Private Advice Assistant

About the role

Join ANZ’s Private Bank as a Private Advice Assistant, supporting advisers in delivering sophisticated financial solutions to high‑net‑worth clients. This permanent, full‑time position offers exposure to complex advice implementation and a pathway to senior client‑service roles.

Key responsibilities

• Coordinate end‑to‑end implementation of tailored advice strategies across a broad range of investments and structures.
• Build strong relationships with internal teams – Advisers, Operations, Compliance – to deliver seamless client outcomes and resolve complex queries.
• Provide exceptional client service via phone, email and direct engagement, ensuring premium standards.
• Anticipate client needs and assist in aligning advice solutions with long‑term objectives while managing multiple priorities.
• Leverage systems and processes to streamline workflows and enhance efficiency across the advice business.

Required profile

• Experience in the Financial Advice industry.
• Diploma of Financial Planning or related degree.
• Customer‑centric mindset with strong written and verbal communication skills.
• Resilient, fast‑paced with a growth mindset.
• Ability to build productive relationships with advisers and stakeholders.