Private Banker – Perth
ANZ Banking Group Limited · Perth
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.
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Published 9 hours ago
Expires 1 month from now
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ANZ Banking Group Limited
Perth
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