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.

Join Business & Private Bank and help deliver our growth ambitions by backing Australian businesses and private clients with the insights, solutions and support they need to move forward. We play a critical role in delivering the ANZ 2030 Strategy and you’ll be part of a team guided by our values to put customers first, deliver with excellence, own the outcome and work as one. 

About the Role

Are you ready for your next big career move? Step into the world of Private Bank and play a pivotal leadership role in delivering exceptional client experiences. We are looking for a career driven, highly motivated and passionate people leader to join us within Private Advice as our Client Services Manager. In this role, you will lead an Advice Assistant team to deliver compliant, effective and seamless implementation of advice solutions, while supporting workflow discipline, capability uplift and continuous improvement across the team.

This is more than a team leadership role - it is an opportunity to shape how our Advice Assistant team supports high-net-worth clients, Advisers and key stakeholders across Private Advice. You will provide coaching, process and system support, and day-to-day leadership to ensure the team delivers quality outcomes, strengthens stakeholder confidence and upholds the premium service our brand is known for.

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: 55 Collins Street, Melbourne VIC 3000
Work Hours: Full time (40 hours per week)

What will your day look like?

As a Client Services Manager, you will lead the Advice Assistant team to deliver sophisticated financial solutions for high-net-worth clients. Your day will involve:

• Team Leadership: Lead, coach and develop the Advice Assistant team, uplifting capability, confidence and performance through one-to-one and group coaching
• Advice Implementation: Oversee compliant and effective transactional, administrative and implementation activity that supports tailored advice recommendations for clients
• Workflow Management: Manage daily workflow across the Advice Assistant team, ensuring priorities are balanced, service standards are maintained and work is delivered with accuracy and timeliness
• Stakeholder Collaboration: Build productive relationships with Advisers, Operations, Compliance, clients and third-party providers to investigate, address and remediate queries
• Process Excellence: Provide process and system support that enhances efficiency, seamless workflow and consistency across the advice business
• Risk & Quality: Champion strong risk management, compliant file maintenance and quality outcomes in line with current business processes, procedures and legislative requirements
• Customer Experience: Strengthen internal and external stakeholder relationships and support excellent customer outcomes through a client-centric and service-led approach
• Customer and Third-Party Interaction: Support Advice Assistants with customer and third-party provider engagement where required, particularly for transactional, implementation or remediation-focused matters
• Leadership, Performance and Culture: Role model ANZ values, New Ways of Leading, a speak up and feedback culture, and a growth mindset while continually challenging yourself and the team to build strategic workforce capability through learning, upskilling and reskilling
• Ethical and Compliant Leadership: Promote an ethical and compliance-driven mindset, ensuring the best interests of customers are met and that products and services are provided honestly, fairly and free of conflicts of interest

What will you bring?

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

• Experience in the Financial Advice industry, or related finance or banking experience
• Advanced Diploma of Financial Planning and/or related degree highly regarded
• Customer-centric and passionate about driving and delivering quality customer advice outcomes
• Passionate team leader with a strong interest in developing self, team members and internal stakeholders
• Committed to ongoing professional development, including mentoring and supporting Advice Assistants where needed
• Ability to role model ANZ values, New Ways of Leading, speak up and feedback culture, and a growth mindset
• Excellent written and verbal communication skills, with the ability to engage confidently with customers, Advisers and stakeholders
• Resilient, fast paced and open to a strong growth mindset
• Ability to drive change and champion business improvement, process uplift and practical team strategies
• Ability to build productive relationships with team members, Advisers, internal teams and external stakeholders
• Ability to identify, monitor, address and manage risks while supporting quality and compliant file maintenance
• Strong understanding of Advice processes, systems, business procedures and relevant legislative requirements, with the ability to maintain and apply current knowledge in day-to-day team leadership
• Ethical and compliance-driven, with a commitment to acting in line with ANZ’s purpose and strategy, earning community trust and ensuring the best interests of customers are met

You're not expected to have 100% of these skills. We value a growth mindset, 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 116597 .
 

Job Posting End Date

06/07/2026 , 11.59pm, (Melbourne Australia)