Senior Private Wealth Adviser

About the role

The Senior Private Wealth Adviser role at ANZ drives the delivery of complex advice solutions to ultra‑high‑net‑worth clients. You will extract deep knowledge of client needs and provide market‑leading strategic advice across wealth strategy and investment solutions.

Key responsibilities

• Proactively build and grow the business through portfolio management, strong client relationships, technology and data utilisation.
• Engage in ongoing conversations with high‑net‑worth customers to understand their needs and deliver tailored advice solutions.
• Deliver strategic financial advice, manage referrals and ensure excellent client outcomes.
• Coach and advise HNW customers to protect and improve their financial position.
• Provide direction and guidance while articulating the value of advice.
• Collaborate with a qualified support team across capability, quality, administration and paraplanning.

Required profile

• Significant experience advising ultra‑high‑net‑worth clients.
• Deep knowledge of wealth strategy and investment solutions.
• Strong relationship‑building and client‑management skills.
• Ability to work collaboratively in a team environment.
• Commitment to delivering outcomes that improve clients' financial positions.

Required skills