ANZ Banking Group Limited
Job description:
The purpose of the Private Wealth Adviser role is to support the Senior Private Wealth Adviser managing the financial advice relationships with high net worth ANZ Private clients. The role will deliver or support the delivery of compliant financial advice based on a thorough understanding of clients' values and goals. The role will deliver retail financial advice in its own right and support the delivery of wholesale financial advice. The role will also support the execution of investment transactions for self-directed clients. The role may hold the primary relationship with some retail clients. The role will support and undertake momentum activity.
Profile description:
To grow and be successful in this role, you will ideally bring the following:
- Financial advice qualifications that meet legal and regulatory requirements to provide financial advice in Australia
- Registration on the ASIC Financial Advisers' Register.
- Completion of the financial adviser professional exam
- Completion of the professional year (if required to provide retail financial advice)
- Previous experience in the provision of retail financial advice to high net worth clients with complex needs
- Excellent understanding of financial services products, including investments, superannuation, SMSF, and insurance.
- Excellent understanding of advice process, legal and regulatory requirements
We offer:
Our purpose is to shape a world where people and communities thrive. That's why we strive to create balanced, sustainable economy in which everyone can take part and build a better life. By helping people make the most of what they have, we transform ideas, hard work and ambition into reality.
Career development means different things to different people. It may simply mean developing a skill, broadening your experience by moving sideways or stretching yourself by moving to a different business. How you manage and develop your career is up to you, but ANZ is committed to helping you do this by providing you with the support, tools and resources you need.
Here are some links to help you get started:
Five Pillars of Career Success [link removed]
Manage your Career [link removed]
Steps to Career Success [link removed]