Risk Advice Assistant


  • First class private wealth experience
  • Highly collaborative role within ANZ Private
  • Unique client-centric model – support a specialised risk advice team

About The Role

Role Location: 242 Pitt Street, Sydney NSW 2000

Role Type: Permanent

Shift Schedule: Standard working hours

Your role as a Risk Advice Assistant is to perform transactional and administrative activities, provide a seamless service to a variety of client needs, including general queries across different insurance products, focusing on maintaining client satisfaction, compliant execution and national consistency of application. The role will also focus on providing an excellent, consistently applied on-boarding experience to clients that are new to ANZ Private as well as exceeding the needs of Ongoing  Clients. Working in a larger Client Service team, the role will also support peers with wealth queries as required.

Your role which reports to the Advice Client Services Manager, will support Risk Specialist Advisors to provide a First Class Private Wealth experience. You will also ensure the Risk Advisor and the client are kept proactively informed of the status of underwriting activities and queries.

 
About You

To be successful in this role, you will ideally have:

  • Exposure to financial planning/advice – Undertaken Diploma of Financial Services units 1-4
  • General Risk Advice background or exposure
  • Strong communication skills and Client Services background
  • Focus on compliance and attention to detail
  • Excellent time management skills

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.

At ANZ we aim to create an inclusive environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.

 

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 AUS080980.

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