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April

Associate Private Banker

ANZ - Shellharbour City Centre, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Help customers to realise their financial goals
  • Focussed on delivering a first class Private Bank
  • Work within a team that values collaboration and innovation


About The Role

Role Location- Adelaide CBD

Role Type- Permanent, Full-time

Note- The job level may vary between 4.4 to 4.3 dependent on the relevant experience and capabilities of the successful candidate.

We are seeking an energetic and organised Associate Private Banker to join our Private Office business in Adelaide. This segment caters to the needs of individuals and families navigating life changing financial events such as the sale of a business or property holding. The Private Office provides our clients with a holistic service proposition covering transactional banking, cash management, debt and lending services, investment advisory and placement and other intergenerational wealth management services.

As an Associate Private Banker, you will be in a state based role responsible for ensuring clients’ needs are met and are aligned to their client strategies, with a focus on assisting the Senior Private Banker. The role will encompass managing relationships with a number of high net worth families, servicing their daily banking requirements, preparing for and attending client meetings and working on a range of lending, advice and investment matters.

Client interaction will be with the Senior Private Banker or may be through direct client interaction in relation to transactional activities.

About You

To be successful in this role, you will ideally bring the following-
  • Strong ability to build rapport with clients and deliver outstanding service
  • A team player, willing to collaborate widely and work as part of a team
  • A growth mind-set with a willingness to develop skills and actively seek feedback
  • Previous lending experience & skill is preferred
  • Strong focus on compliance, attention to detail & flawless execution is required
  • Exceptional communication skills & client relationship management background
  • Exposure to relationship banking/advice
  • Excellent organisational and time management skills is required
  • Investment product and/or advice knowledge will be highly regarded
  • An ability to compile presentations using Microsoft PowerPoint and Excel


About ANZ

At ANZ, everything we do boils down to ‘why’ - our purpose - to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.

We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.

A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.

ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics.

We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you. 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.anz.com/careers. You may apply for this role by visiting ANZ Careers and search for reference number AUS129803.

Shellharbour City Centre, NSW

Banking & Finance




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