AddressAbout the role
Location: ANZ Tower, 242 Pitt Street, Sydney NSW 2000
Role Type: Permanent, Full-time
Note: The job level of this role could either be a 4.3 or 4.4 depending on the outcome of the interview.
- Be part of an exciting team within ANZ Private Bank
- Cater to ANZ’s portfolio of Ultra high value clients and family groups
- Offer the best banking, investment and wealth needs to our Private Bank customers
ANZ Private caters to ANZ's highest net worth individuals and family groups, assisting them to manage, grow andprotect their wealth. We provide our clients with a personalised relationship and holistic solutions tailored to theirindividual needs. This opportunity is within the ANZ Private Office segment and the portfolio has a variety ofclients including professionals, executives, business owners, investors and retirees.
The Associate Private Banker role is diverse and fast paced. Working with the Senior Private Banker, thecandidate will have the opportunity to directly manage clients and be part of a high achieving professional team.They will be responsible for delivering an exceptional client experience, portfolio management, compliance andcollaboration with the broader ANZ Private team and stakeholders.
What will your day look like
Your accountabilities would include but would not be limited to:
- Explore existing client banking needs and structure solutions to achieve their objectives.
- Collaborate with other internal ANZ Divisions and external stakeholders to build and convert a pipeline offuture Private clients and grow existing mutual client relationships.
- Work with the Senior Private Banker to achieve assigned client acquisition targets through proactivesolicitation of new clients and seeking referrals from existing clients.
- Meet assigned deposit, lending and investment targets through the needs based introduction andappropriate positioning of banking and investment solutions.
- Keep across key economic and market trends impacting the industry.
- Ensure all transactional banking and lending solutions are suitable and compliantly executed and that clientexpectations are effectively managed.
- Commitment to give and receive feedback to develop self and others.
- Work collaboratively with diverse stakeholders through effective communication to achieve best outcomefor client.
- 100% compliance with mandatory learning requirements at all times.
- Implement checks and measures to ensure the Private Office set is at all times fully compliant withregulatory standards and internal policies and procedures.
What will you bring?
To be successful in the role, you will ideally have the following experiences, knowledge, and skills:
- Demonstrated experience in a client facing role
- Knowledge of transactional banking and ability to navigate ANZ products, systems & processes
- Exceptional communication, organizational and time management skills
- Lending/credit capability (Consumer and/or Commercial) is preferred
- Ability to proactively problem solve on behalf of clients & ANZ.
- Strong focus on compliance, attention to detail & flawless execution
So, why join us?
As a Purpose-led bank, we’ve committed to delivering commercial and societal outcomes across environmental sustainability, financial wellbeing and household affordability. We deliver these sustainability commitments with our customers, in our business and across the communities where we operate.
But it’s not just our customers who’ll feel your impact. You’ll feel it too. Because at ANZ, you’ll have the resources and community you need to take the next big step in your career, towards even bigger things in the future.
We offer a range of benefits tailored to the countries in which we operate including Health and Wellbeing programs and flexible working arrangements.
You’ll also enjoy working in a diverse and inclusive workplace where the different backgrounds, perspectives and life experiences of our people are celebrated. We encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support.
To find out more about working at ANZ or to view other opportunities visit www.careers.anz.com. You may apply for this role by visiting ANZ Careers and searching for reference number 61491.
Job Posting End Date
06/05/2024, 11.59pm, (Melbourne Australia)
