About Us

• Be part of an exciting team within ANZ Private Bank
• Cater to ANZ’s portfolio of high value clients and family groups
• Offer the best banking, investment and wealth needs to our Private Bank customers

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About the Role

ANZ Private caters to ANZ's highest net worth individuals and family groups, assisting them to manage, grow and protect their wealth. We provide our clients with a personalised relationship and holistic solutions tailored to their individual needs. This opportunity is within the ANZ Private Client segment and the portfolio has a variety of clients including professionals, executives, business owners, investors and retirees.

The Associate Private Banker role is diverse and fast paced. Working with the Private Banker, the candidate 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 and collaboration with the broader ANZ Private team and stakeholders.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Type: Permanent
Role Location: Gold Coast
Work Hours: Full time, 40 hours per week

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 of future Private clients and grow existing mutual client relationships.
• Work with the Private Banker to achieve assigned client acquisition targets through proactive solicitation of new clients and seeking referrals from existing clients.
• Meet assigned deposit, lending and investment targets through the needs-based introduction and appropriate 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 client expectations 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 outcome for client.
• 100% compliance with mandatory learning requirements at all times.
• Implement checks and measures to ensure the Private Client portfolio is at all times fully compliant with regulatory 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

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us?

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.

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, opportunities, and support you need to take the next big step in your career.

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.

To find out more about working at ANZ, visit https://www.anz.com.au/careers. You can apply for this role by visiting ANZ Careers and searching for reference number 95767 .
 

Job Posting End Date

28/05/2025 , 11.59pm, (Melbourne Australia)