Associate Private Banker


  • Provide a first class Private Bank experience to families of significant wealth and their associated Family Offices across Banking, Investments and Intergenerational Wealth Transfer
  • Proactively anticipate client requirements and develop an understanding of client’s financial needs
  • Continued professional development and upskilling to remain up-to-date with new technology and ways of working 



About The Role
Role Location: 242 Pitt St, Sydney NSW 2000, Australia
Role Type: Permanent, Full-time
 

We are seeking an energetic Associate Private Banker to join our Family Office Group. This segment particularly caters to the needs of Ultra High Net Worth clients and their associated Family Offices. The Family Office Group provides our clients with a holistic service proposition covering banking, investments, intergenerational wealth transfer and philanthropy. You will be responsible for ensuring clients’ needs are met and that a high level of service is maintained at all times. You will be working with the Director/Senior Private Bankers with all client needs including client meetings and working in a proactive relationship role.


About you

To be successful in this role, you will ideally bring the following:

  • Exposure to relationship banking/advice and operation of Family Offices and ability to bring insights to this segment
  • Sound knowledge of wealth, markets and investments. Retail and Commercial products knowledge
  • Transactional Banking and Cash Management capabilities. Commercial debt structuring knowledge
  • Excellent communication skills & client support background
  • Strong focus on compliance, attention to detail & flawless execution. Excellent organisational and time management skills
  • Ability to learn diverse operational systems 



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.



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 AUS087736.

 
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