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Private Banker – Perth

ANZ Banking Group Limited · Perth

New
Permanent 🇬🇧 English
CRM

Job description

About the role

ANZ Private serves the bank's highest net‑worth individuals and family groups, helping them manage, grow and preserve their assets. The role offers a personalised relationship and holistic solutions tailored to each client’s values, aspirations and financial situation.

Key responsibilities

  • Manage a portfolio of private clients with deposit, lending and personal banking needs.
  • Act as the primary relationship contact, supported by specialist teams to deliver timely solutions.
  • Implement a disciplined weekly contact plan to maximise client satisfaction.
  • Ensure all transactional banking and lending solutions are suitable, compliant and meet client expectations.
  • Collaborate with diverse stakeholders through effective communication to achieve optimal outcomes.
  • Maintain portfolio performance within NFR and credit‑risk expectations.

Required profile

  • Strong influencing and relationship‑management skills.
  • Knowledge of deposits and transactional banking.
  • Excellent communication and problem‑solving abilities.
  • Stakeholder‑management experience to navigate the bank’s lending and advice processes.
  • Ability to execute or refer lending and advice opportunities appropriately.
  • High utilisation of CRM tools to manage the client base.

What we offer

  • Flexible working arrangements to help employees balance work and life.
  • Access to health and wellbeing services.
  • Discounts on selected ANZ products and services.
  • 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 Perth.

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Published 9 hours ago

Expires 1 month from now

8 views · 0 interested

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ANZ Banking Group Limited

Perth