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Associate Private Banker, Melbourne CBD

Associate Private Banker, Melbourne CBD

Req ID:  94010
Department:  Private Office
Division:  Australia Commercial
Location:  Melbourne CBD

About Us


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

As an Associate Private Banker, you will be responsible for ensuring clients’ needs are met and are aligned to their strategies, with a focus on assisting the Senior Private Banker. The role will encompass proactively managing relationships with a portfolio of ultra-high net worth families, servicing their daily banking requirements, preparing for and attending client meetings and working on lending applications. A high level of relationship management is required and it is expected that you will act as a key contact point for clients on the portfolio.

 

Client interaction will be with the Senior Private Banker or through direct client interaction. As part of the role, you will be expected to build collaborative relationships with key stakeholder groups across ANZ Private, Operations, Commercial and Institutional. Additionally, you will be required to identify new client opportunities to help achieve growth targets for the portfolio.

 

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, Full time (40 hours per week)
Role Location: Melbourne CBD
Note: The job level may vary between 4.4 to 4.3 dependent on the relevant experience and capabilities of the successful candidate.

What will your day look like?

In this role you will be part of a team managing a portfolio of high value clients with complex investment, lending and banking needs. You will be an important relationship contact for the client portfolio, working with the Senior Private Banker and other specialists, enabling timely and relevant solutions to be delivered for all our client’s needs. A key part of this role is working with other internal teams (including our Client Services Team) to deliver an exceptional level of client service.

What will you bring?

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 in retail and/or commercial credit 

  • Strong focus on compliance, attention to detail & flawless execution is required.

  • Exceptional communication & client relationship management skills

  • Experience in a relationship banking role

  • Ability to identify and develop new business opportunities.

  • Excellent organisational and time management skills is required.

  • Investment product and/or advice knowledge will be highly regarded.


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 94010 .
 

Job Posting End Date

19/05/2025 , 11.59pm, (Melbourne Australia)

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